Community Analytics Manager

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Serve as the primary analytics partner for Community Marketing and Client Development. • Help define the analytics roadmap and key measurement priorities for Community programs. • Partner with Community Marketing leadership to prioritize opportunities based on business impact. • Develop hypotheses, business cases, and recommendations that inform strategic decisions. • Lead analyses across advisor referrals, client referrals, COI programs, events, specialty initiatives, advisor-sourced opportunities, and emerging Community programs. • Diagnose performance trends and identify root causes of business challenges and opportunities. • Conduct market-level, advisor-level, and program-level analyses to uncover growth opportunities and performance gaps. • Evaluate lead quality, conversion performance, pipeline contribution, and program ROI. • Translate complex findings into clear, actionable recommendations that influence decision-making. • Own the development, maintenance, and ongoing enhancement of Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools. • Develop scalable reporting solutions that reduce manual effort and increase visibility into Community performance. • Partner with Business Intelligence, Salesforce, and Operations teams to improve data quality, reporting automation, and measurement capabilities. • Identify gaps in tracking, attribution, reporting logic, and operational processes. • Help standardize KPIs, reporting definitions, and performance methodologies across Community programs. • Leverage AI-enabled tools, including Claude, to accelerate analysis, reporting, insight generation, and workflow automation. • Own recurring business reviews, executive scorecards, performance updates, and operating cadences for Community Marketing. • Drive the weekly Community Program Office (PO) process, including agenda development, initiative tracking, status reporting, action item management, and follow-up. • Provide executive leadership with clear visibility into program performance, priorities, blockers, risks, dependencies, and areas requiring support or intervention. • Support quarterly business reviews, annual planning, and strategic planning efforts through reporting, analysis, and recommendations. • Develop forecasts for leads, SQLs, opportunities, pipeline, and revenue. • Establish success metrics and measurement frameworks for Community programs and new initiatives. • Monitor performance, identify optimization opportunities, and partner with program owners to drive improvements. • Support annual planning, goal setting, and performance tracking activities. • Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence. • Act as a trusted advisor to Community program owners and leadership teams. • Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making.

🎯 Requirements

• Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or a related field. • 4-7 years of experience in analytics, business intelligence, strategy, consulting, marketing analytics, revenue operations, or a related discipline. • Advanced Excel and data analysis capabilities. • Experience building and maintaining dashboards in Power BI or similar business intelligence tools. • Strong understanding of sales and marketing funnels, lead generation, conversion measurement, and performance optimization. • Experience working with CRM data and reporting environments (Salesforce preferred). • Strong problem-solving and analytical thinking skills. • Ability to synthesize large datasets into concise recommendations for both technical and non-technical audiences. • Excellent written, verbal, and presentation skills. • Experience leveraging AI tools (e.g., Claude) to accelerate analysis, reporting, insight generation, and workflow automation. • Demonstrated ability to independently manage complex projects and competing priorities.

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing