Senior Analyst, Revenue Operations

🕒 February 13

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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

• Develop and maintain dashboards, reports, and forecasting models to support revenue planning and operational decision‑making. • Analyze key revenue metrics (conversion rates, pipeline velocity, funnel performance, forecast accuracy) to identify trends and root causes. • Surface actionable insights that improve sales productivity and operational efficiency across the revenue organization. • Improve revenue processes including lead‑to‑client conversion, pipeline hygiene, territory alignment, and handoff between Marketing, Sales, and Client Service. • Evaluate and implement tools, workflows, and automation to streamline operations and enhance data quality. • Support business performance reviews by delivering structured insights and standardized reporting packages. • Partner with Sales, Marketing, Finance, and Client Service to unify revenue data, align KPIs, and support strategic planning initiatives. • Collaborate with Finance to support operational alignment on forecasting, compensation modeling, and strategic business initiatives. • Engage with Marketing to evaluate campaign performance and support attribution analysis across the full funnel. • Maintain data integrity across CRM and BI systems; identify and resolve data inconsistencies to ensure high‑quality reporting. • Define and document standard KPIs, reporting frameworks, and data dictionaries used across the revenue organization.

🎯 Requirements

• 4–6+ years of experience in revenue operations, sales operations, business analytics, or related roles; SaaS or high‑growth environment experience preferred. • Strong analytical skills with experience building dashboards and visualizations; proficiency with BI tools such as Tableau or Power BI. • Advanced Excel/Google Sheets skills; experience with CRM systems (Salesforce preferred). • Understanding of funnel analytics, forecasting methodologies, segmentation, and revenue performance metrics. • Experience working with large datasets and performing root‑cause analysis to identify revenue leakage or performance gaps. • Strong written, verbal, and data‑storytelling communication—able to present insights to senior leadership clearly and concisely. • High degree of attention to detail, accuracy, and ability to manage multiple priorities in a fast‑paced environment. • Bachelor’s degree in Business, Finance, Economics, Analytics, or related field.

🏖️ 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 • Pet Insurance