[Remote] Senior Manager, Revenue Operation Analytics (Sales)
Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading independent fiduciary focused on enhancing financial lives through comprehensive services. The Senior Manager, Revenue Operation Analytics will optimize revenue performance through sales analytics and strategic insights, collaborating with various teams to improve sales productivity and pipeline management.ResponsibilitiesOwn end-to-end sales funnel analytics—from lead engagement through opportunity creation, pipeline movement, and closed-won outcomesMonitor stage-by-stage conversion, velocity, leakage, and capacity utilization to surface trends and diagnose performance gapsDevelop segmentation frameworks (persona, channel, deal size, advisor, territory) to guide investment and prioritizationBuild win/loss analytics and incorporate qualitative insights to identify drivers of sales success and barriers to closingIdentify opportunities to improve sales productivity, including advisor capacity, outreach cadences, touchpoint effectiveness, and territory structuresConduct deep-dive analyses on pipeline mix, revenue forecasting, lead routing efficiency, and deal qualityBuild predictive and diagnostic models that improve forecast accuracy, identify at-risk pipeline segments, and enhance prioritizationRecommend optimization strategies based on data (e.g., improved scoring, better routing, targeted enablement, churn risk mitigation)Own the design and evolution of sales dashboards in Power BI and Salesforce to support leadership visibilityEnsure consistent definitions and data quality across reporting environmentsPartner with BI, Finance, and Marketing Ops to ensure data integrity, resolve reporting discrepancies, and enhance automationBuild new analytical views to support strategic decision-making (pipeline aging, forecast scenarios, rep productivity, segmentation reports)Deliver executive-level insights on funnel performance, revenue pacing, pipeline health, and operational risksCollaborate with Marketing, Sales Leadership, BI, and Finance to drive coordinated improvements in lead generation and sales executionTranslate analytical findings into business recommendations with clear owners, timelines, and measurable impactSkills10+ years in sales operations, revenue operations, sales analytics, or marketing analytics in a data-driven environmentExpertise in Salesforce, Power BI, SQL/Python (preferred), and advanced ExcelStrong understanding of pipeline management, forecasting, segmentation, and sales KPIsExperience supporting high-velocity or multi-stage sales processesStrong analytical problem-solving skills with the ability to tell a story using dataHigh attention to detail, strong communication skills, and executive presenceAbility to manage multiple priorities in a fast-paced growth environmentSQL/PythonBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.