Role Description We are currently growing our remote support operations and are looking for motivated, organized individuals to join our team as Coordination Specialists. In this role, you'll assist clients with managing travel-related details, organizing reservations, and helping ensure each stage of the planning process is completed accurately and on schedule. This position is ideal for individuals who enjoy communication, multitasking, and supporting customers in a flexible work-from-home environment. Training and ongoing guidance are provided, making this opportunity suitable for both entry-level applicants and those with prior support experience. Key Responsibilities - Help clients coordinate travel plans based on schedules, preferences, and trip goals - Assist with arranging hotels, transportation, cruises, tours, excursions, and related services - Research travel options and compare selections through approved booking and supplier systems - Track reservation progress, confirmations, and itinerary updates - Communicate professionally through email, phone, and online messaging platforms - Support schedule changes, booking adjustments, and follow-up requests when needed - Maintain accurate client records and organized planning documentation within internal systems - Stay informed on destination updates, supplier promotions, and travel-related announcements - Participate in virtual onboarding, training sessions, and team development programs Qualifications - Strong customer service and communication skills - Highly organized with strong attention to detail - Ability to work independently while managing multiple responsibilities remotely - Comfortable using email, online platforms, and basic computer software - Reliable internet connection and professional work habits - Positive attitude and willingness to learn new processes - Interest in coordination, hospitality, administration, or customer support roles - Must be at least 18 years of age - Applicants must reside in the United States, United Kingdom, Mexico, Australia, Spain, or approved hiring regions Benefits - Fully remote work environment - Flexible scheduling opportunities - Step-by-step onboarding and training support - Continued mentorship and professional development resources - Access to supplier partnerships, booking platforms, and travel tools - Eligibility for travel discounts, incentives, and recognition programs - Advancement opportunities within a growing remote organization

• Mercer Advisors closes 15–18 acquisitions per year. • Every firm that joins is making one of the most significant decisions of their professional lives and the promise we make to them during the sales process is that joining Mercer will be better for their clients, their teams and the selling principals. • The Senior Director, New Partner Success will be instrumental in keeping that promise. • This role is the single point of contact for new partners: a senior, relationship-driven, commercially minded role for someone who can walk into a room of experienced financial advisors, earn their trust quickly, and guide them through the most complex organizational transition of their careers, while simultaneously owning the business outcomes Mercer needs from every acquisition. • The Senior Director, New Partner Success is a value creation partner, responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. • They carry a portfolio of 8–10 firms at various stages of integration and are accountable for the commercial, cultural, and operational success of every one of them.

• Lead large-scale, high-complexity HubSpot implementation projects, ensuring alignment with strategic and tactical business goals. • Identify and recommend complementary services to expand scope; provide scoping, quotes, and direction for implementation. • Stay informed on industry trends and HubSpot’s competitive position to keep client strategies cutting-edge. • Translate client and internal strategies into comprehensive HubSpot solutions supporting marketing, sales, customer success, and operational workflows. • Provide intermediate to advanced configuration of HubSpot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and HubSpot AI. • Own the strategy and configuration of native HubSpot integrations (e.g., Salesforce, Microsoft Dynamics, NetSuite) with expertise in sync rules, field mapping, and conflict resolution. • Revenue Engine Optimization: Design and implement data schema, custom objects, and property mapping aligned to the client’s RevOps strategy. • Build and optimize revenue engine components including lead scoring, advanced attribution, and automated marketing-to-sales-to-service hand-off sequences. Build complex RevOps dashboards that demonstrate clear ROI to stakeholders. • Data Governance: Implement data governance best practices including deduplication logic and hygiene standards to maintain HubSpot as a reliable single source of truth. • Provide training to clients and internal teams on how to use their customized HubSpot instance effectively; offer ongoing support and troubleshooting assistance. • Obtain your HubSpot Trainer Certification and help onboard clients to the platform. • Configure HubSpot instances from the ground up, including custom objects, property mapping, and data schema aligned to client specifications. • Translate business requirements into scalable HubSpot configurations that support the full customer lifecycle. • Business Process Mapping: Conduct technical discovery to map "Current State" vs. "Future State" processes, identifying technical bottlenecks in the revenue funnel. • Guide and mentor CRM Specialists and support Marketing Strategists on complex projects. • Collaborate cross-functionally to align CRM solutions with broader business objectives. • Champion knowledge sharing and process optimization within the team. • Monitor and manage project budgets and scope; track and meet effective billing rate (EBR) goals. • Work with the internal SmartBug team to ensure quality work is delivered to clients. • Create and follow processes that result in differentiated client results and quality.

• Support customers across our Corporate Legal suite of products • Engage with executives at our largest customers • Model best-in-class customer and product success practices • Deliver measurable customer outcomes through structured Customer Success Plans (CSPs) • Conduct executive business reviews (EBRs) • Drive outcomes for customers focusing on adoption, value realization, and expansion in partnership with Sales and Professional Services • Be a deep product expert on our AI-enabled CoCounsel suite of products • Deliver all aspects of the customer success motion to assigned customers • Co-create customer success plans • Deliver executive business reviews • Demonstrate value and identify and mitigate risk while retaining and growing customer relationships • Serve as a deep product expert in event settings • Build and present business plans, report on market and competitor activities • Leverage technology tools to manage client information, pipeline, and financial forecasts accurately