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Mercer Advisors

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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