Mercer Advisors · 16 hours ago
Senior Analyst, Revenue Operations
United States
Full-time
Remote
Mid, Senior Level
$106K/yr - $125K/yr
4+ years expMercer Advisors is a leading independent fiduciary firm dedicated to enhancing the financial lives of families across the U.S. The Senior Analyst, Revenue Operations will support the firm's revenue strategy through analytical insights, dashboard creation, and operational efficiency improvements. This role collaborates with various teams to enhance forecasting accuracy and streamline processes throughout the client lifecycle.
FinanceProperty & Casualty InsuranceProfessional ServicesAdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-02-12
2026-02-11
2026-01-07
Company data provided by crunchbase