Senior Manager, Deal Desk

🕒 March 27

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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

• Establish and manage a single front door for PMRs and deal exceptions, ensuring complete and accurate submissions. • Maintain clear escalation pathways aligned to policy, margin thresholds, and approval authority. • Ensure full documentation and auditable records of deal decisions within Salesforce (no shadow processes). • Review, structure, and recommend deal outcomes based on policy, economics, and risk considerations. • Facilitate cross-functional deal reviews for complex, non-standard, or high-stakes opportunities. • Manage escalations efficiently while balancing speed, rigor, and commercial impact. • Partner with Salesforce/CRM teams to build and maintain workflow, routing, and approval automation. • Build and deliver reporting on cycle time, approval rates, exception drivers, and trends to inform leadership decisions. • Provide ongoing enablement and guidance to sellers on submission quality, escalation logic, and deal structuring best practices.

🎯 Requirements

• Experience in deal desk, pricing, revenue operations, or sales operations. • Strong analytical and financial reasoning skills, including margin and discount evaluation. • Comfort managing a high-volume queue with strong follow-through and detail orientation. • Excellent interpersonal skills with the ability to partner with assertive sellers under time pressure. • Strong operational judgment and documentation discipline. • Familiarity with Salesforce workflow, approvals, and data requirements.

🏖️ 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