Senior Analyst, Revenue Operations

Mercer Advisors

8d•$106,250 - $125,000

About The Position

The Senior Analyst, Revenue Operations will play a critical role in supporting Mercer Advisors’ revenue strategy by delivering deep analytical insights, building high‑quality dashboards and visualizations, and improving the efficiency of our revenue engine across the full client lifecycle. This role will partner closely with Sales, Marketing, Finance, and Client Service teams to enhance forecasting accuracy, streamline operational processes, and support scalable, data‑driven growth. Drawing from best‑in‑class SaaS revenue operations practices, this analyst will help strengthen Mercer’s unified revenue operations model—supporting funnel analytics, pipeline performance, revenue forecasting, segmentation, territory planning, and KPI development. The ideal candidate brings high analytical rigor, strong business acumen, and hands‑on experience with BI tools common in revenue organizations.

Requirements

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.

Responsibilities

Revenue Analytics & Reporting
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.
Process Optimization & Operational Excellence
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.
Cross‑Functional Partnership
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.
Data Governance & Infrastructure
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.

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