Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading independent fiduciary firm that has been helping families simplify their financial lives for over 40 years. The Community Analytics Manager will lead analytics for community growth initiatives, focusing on strategy, measurement, and optimization of various marketing programs, while collaborating with multiple stakeholders to drive business insights.
Responsibilities
- Serve as the primary analytics partner for Community Marketing and Client Development
- Help define the analytics roadmap and key measurement priorities for Community programs
- Partner with Community Marketing leadership to prioritize opportunities based on business impact
- Develop hypotheses, business cases, and recommendations that inform strategic decisions
- Lead analyses across advisor referrals, client referrals, COI programs, events, specialty initiatives, advisor-sourced opportunities, and emerging Community programs
- Diagnose performance trends and identify root causes of business challenges and opportunities
- Conduct market-level, advisor-level, and program-level analyses to uncover growth opportunities and performance gaps
- Evaluate lead quality, conversion performance, pipeline contribution, and program ROI
- Translate complex findings into clear, actionable recommendations that influence decision-making
- Own the development, maintenance, and ongoing enhancement of Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools
- Develop scalable reporting solutions that reduce manual effort and increase visibility into Community performance
- Partner with Business Intelligence, Salesforce, and Operations teams to improve data quality, reporting automation, and measurement capabilities
- Identify gaps in tracking, attribution, reporting logic, and operational processes
- Help standardize KPIs, reporting definitions, and performance methodologies across Community programs
- Leverage AI-enabled tools, including Claude, to accelerate analysis, reporting, insight generation, and workflow automation
- Own recurring business reviews, executive scorecards, performance updates, and operating cadences for Community Marketing
- Drive the weekly Community Program Office (PO) process, including agenda development, initiative tracking, status reporting, action item management, and follow-up
- Provide executive leadership with clear visibility into program performance, priorities, blockers, risks, dependencies, and areas requiring support or intervention
- Support quarterly business reviews, annual planning, and strategic planning efforts through reporting, analysis, and recommendations
- Develop forecasts for leads, SQLs, opportunities, pipeline, and revenue
- Establish success metrics and measurement frameworks for Community programs and new initiatives
- Monitor performance, identify optimization opportunities, and partner with program owners to drive improvements
- Support annual planning, goal setting, and performance tracking activities
- Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence
- Act as a trusted advisor to Community program owners and leadership teams
- Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making
Skills
- Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or a related field
- 4-7 years of experience in analytics, business intelligence, strategy, consulting, marketing analytics, revenue operations, or a related discipline
- Advanced Excel and data analysis capabilities
- Experience building and maintaining dashboards in Power BI or similar business intelligence tools
- Strong understanding of sales and marketing funnels, lead generation, conversion measurement, and performance optimization
- Experience working with CRM data and reporting environments (Salesforce preferred)
- Strong problem-solving and analytical thinking skills
- Ability to synthesize large datasets into concise recommendations for both technical and non-technical audiences
- Excellent written, verbal, and presentation skills
- Experience leveraging AI tools (e.g., Claude) to accelerate analysis, reporting, insight generation, and workflow automation
- Demonstrated ability to independently manage complex projects and competing priorities
- Financial services, wealth management, professional services, or B2B experience
- Experience supporting referral-driven, field-based, or distributed sales organizations
- Experience with SQL, Python, data modeling, or advanced analytical techniques
- Experience building forecasting models and business performance frameworks
- Familiarity with AI-assisted analytics, automation, and reporting workflows
- Experience presenting findings and recommendations to senior leadership teams
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 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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