• Own analytics data pipelines end to end: design, build, migrate, monitor, and maintain flows across source systems, warehouse, Airflow, SQL transformations, and Metabase-facing datasets. • Build trustworthy self-serve data products: curated tables, views, semantic and metric layers, and Metabase dashboards that teams can use without repeated bespoke analysis. • Implement data quality and observability: freshness checks, reconciliation checks, anomaly alerts, lineage notes, pipeline health dashboards, and clear failure ownership. • Maintain high-value business analytics as the baseline: product activation and TTV, high-potential customer acquisition and retention, revenue and billing analytics, churn signals, marketing funnel analytics, and executive dashboards. • Help teams choose and define important metrics: facilitate KPI definitions, formulas, owners, and decision use-cases without trying to centrally own every team’s metrics. • Translate product and operational changes into analytics requirements: events, properties, logs, source tables, warehouse models, dashboard updates, and validation criteria. • Use AI-native workflows to move faster: apply AI coding assistants, MCPs, automated documentation, query generation, tests, and monitoring helpers while keeping outputs reviewed and production-safe. • Document the analytics system: source-of-truth definitions, data contracts, pipeline architecture, runbooks, dashboard ownership, and known limitations. • Manage unplanned analytics requests pragmatically: triage, fix urgent data issues, and convert recurring requests into durable datasets or dashboards.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Sr. Manager of Revenue Operation Analytics will work closely with the SVP of Client Development Sales revenue and Operations and the Head of Direct Client Development to optimize Mercer Advisors’ direct-to-consumer engine to achieve its ambitious client acquisition goals. Mercer Advisors is uniquely positioned within the RIA space to be an industry leader in digital marketing and sales, and this Director will play a crucial role in developing Mercer Advisors’ strategy through analytics. The Sr. Manager of Analytics must have a proven track record of overseeing marketing, sales, and customer analytics, leveraging data to drive performance across the funnel and informing strategic growth opportunities. Candidates should have experience leading both standardized reporting and leadership updates, as well as ad-hoc deep dive analyses to recommend opportunities for growth. Essential Job Functions for this role include: - Monitor performance across the funnel & analyze results - Track through-funnel performance with a view into campaign performance/spend and sales team performance/capacity, providing clear KPIs on a regular basis; proactively flag changes in performance and identify root causes. - Track the performance of specific initiatives aimed at driving growth (e.g., sales cadences/touchpoints, tools) via A/B testing, cohort analysis, etc. - Provide optimization recommendations & drive the learning agenda - Lead regular deep dives into areas of opportunity across both marketing and sales, e.g., analyzing the viability of new marketing channels, projecting the effectiveness of rolling out specific tools. - Conduct analysis of prospect data to drive recommendations for growth. - Identify areas for optimization in campaign or team performance and coordinate cross-functionally to assign owners and next steps; provide testing recommendations based on in-depth analysis. - Liaise cross-functionally and with executives - Drive analysis to inform executive readouts, focused on synthesizing opportunities to improve the health of the business based on both real-time (e.g., revenue closed in month) and projected indicators. - Syndicate with key business stakeholders as necessary to align on implications and action items. - Own channel reports and dashboard structure - Ensure data alignment across dashboards and data sources, i.e., Salesforce, Marketing Cloud, Google, Meta, LinkedIn, PowerBI; lead initiatives as needed to improve data governance. - Identify and implement fixes for errors in reporting/dashboards, both automated (PBI) and Excel-based in coordination with BI team. - Scope new views to build to inform strategic optimizations in coordination with finance and BI teams. - Drive the integration of advanced analytics techniques such as predictive modeling, machine learning, and advanced segmentation into the business. Knowledge, Skills, and Abilities: - 10+ years of marketing and sales analytical experience, ideally within financial services and/or industries with a multi-step sales funnel (i.e., lead generation via marketing to sales close) or experience in management consulting for marketing and sales. - High degree of proficiency and expertise within Salesforce, Salesforce Marketing Cloud, PowerBI, and paid media channels (Meta, Google, LinkedIn). - Very strong analytical problem-solving skills and data-driven decision-making. - Understanding of basic digital marketing measurement including A/B testing, incrementality testing, multi-touch attribution, and mix modeling. - Understanding of through-funnel sales performance measurement including cohort tracking and projections. - Coding experience for data science preferred (Python, SQL, etc.). - Bachelor’s degree. - Detail-oriented, accurate, and with strong organizational skills. - Strong written and verbal communication, and interpersonal skills. - Ability to maintain a professional demeanor under all circumstances and possess executive presence with senior leaders across the organization. - Capacity to manage multiple tasks and prioritize deliverables. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - 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 We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: - Family and Medical Leave Act (FMLA) - Employee Polygraph Protection Act (EPPA) - Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. - E-Verify - Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Senior Director/ Principal Consultants drive innovation within payment integrity analytics by designing new detection frameworks and managing algorithm portfolios. The role strongly influences the Creation and Impact phases of the Sagility Payment Integrity Solutions. Key Responsibilities - Discovery - Identify strategic opportunities for payment integrity innovation. - Lead cross-functional discovery initiatives. - Creation - Design enterprise-scale detection algorithms. - Build algorithm libraries across clinical, coding, and pricing leakage areas. - Develop advanced predictive analytics models. - Impact - Manage analytics portfolio delivering significant financial recoveries. - Collaborate with PI operations leaders and client stakeholders. - Drive innovation within PI analytics methodology. Qualifications - Advanced PI analytics expertise - Algorithm portfolio design - Healthcare payer economics Requirements - AI-driven analytics - Predictive modeling - Healthcare reimbursement modeling - 10–15 years in healthcare analytics or payment integrity. Location Work@Home USA, United States of America

• Enable self-service analytics for all team members by designing clean, intuitive data models and metrics through dbt, empowering employees to make informed, data-driven decisions. • Develop and refine custom data pipelines that ingest data from operational systems to our analytics platform, handling both streaming and batch data using third-party tooling and home-grown solutions • Maintain and optimize the data platform infrastructure, focusing on data quality, ELT efficiency, and platform hygiene. • Architect and implement key components of the analytics infrastructure, such as BI, semantic layers, and foundational data warehouse. • Develop and maintain streaming data pipelines from a variety of databases and data sources • Collaborate across business units to understand data needs and ensure required data is collected, modeled, and available to team members. • Document best practices and coach/advise other data analysts, product managers, engineers, etc. on data modeling, SQL query optimization & reusability, etc. Keep our data platform tidy by managing roles and permissions and deprecating old projects.