Manager, Martech

🕒 April 17

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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

• Own the operational health of acquisition workflows across the funnel (capture → CRM → follow‑up → measurement), ensuring reliability, speed, and accuracy. • Build and maintain integrations and automations between systems such as CRM, forms/scheduling tools, paid media platforms, and reporting pipelines using modern integration approaches (native connectors, no‑code/low‑code platforms, and/or light scripting where appropriate). • Identify high-impact manual processes and replace them with scalable automations and clearer operating workflows. • Own acquisition-facing Salesforce configuration and administration required for marketing and sales workflows (e.g., key fields, lifecycle/stage consistency, routing/assignment logic, attribution inputs, validation rules, and workflow automations). • Ensure CRM data created via acquisition systems is accurate, consistently structured, and usable downstream for reporting and optimization. • Partner with Technology and Product teams on platform-level changes while owning day‑to‑day configuration, QA, and ongoing maintenance for acquisition workflows. • Partner with technology to launch key initiatives to improve conversion (e.g., lead scoring, lead routing) and maintain/optimize ongoing systems. • Build and maintain AdTech systems including audience creation, value-based bidding logic, and more. • Improve the reliability and usability of dashboards by ensuring upstream systems generate consistent, well-defined, reliable data inputs. • Support back-end data processes, e.g, connecting marketing platforms to PowerBI dashboards or other reporting tools. • Support CRM‑to‑paid‑platform measurement signals where applicable (e.g., lifecycle-based conversion events), ensuring the right data is captured and mapped reliably. • Support clean tracking and measurement across acquisition channels by maintaining campaign metadata, taxonomy, and conversion definitions. • Implement lightweight validation checks so data issues are caught early and do not silently degrade decision-making or prospect experience. • Leverage tools like Zapier to implement automated monitoring and alerting for critical workflows so failures are detected quickly (e.g., missing records, broken handoffs, integration failures, unexpected data behavior). • Partner with analytics team to establish strong QA discipline (testing, change control, documentation/runbooks) so improvements are repeatable and do not introduce regressions. • Use AI tools and agent-based workflows (e.g., Claude) to accelerate design, documentation, debugging, and iteration on acquisition systems and automations. • Identify high-leverage opportunities where AI-assisted workflows improve speed, quality, or reliability—while maintaining appropriate guardrails and human oversight.

🎯 Requirements

• 5–8+ years of experience in acquisition operations, marketing operations, growth operations, marketing technology/adtech CRM operations, or analytics enablement roles. • Hands-on experience building and maintaining integrations and automations across marketing/sales systems (no‑code/low‑code and/or light scripting) and paid media platforms (e.g., Meta, Google, etc). • Experience with CRM systems and high comfort in Salesforce, particularly on concepts relevant to automation and data integrity (attribution fields, contact / opportunity objects, validation rules, and automations) • Comfort using automation tools similar to Zapier • Experience supporting BI/reporting environments (Power BI or equivalent) through strong upstream data ownership. • Bonus: comfortable with light/ AI based coding.

🏖️ 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