Manager, Martech

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Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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 Manager, Martech is a hands‑on operator embedded in the acquisition team-responsible for the reliability and continuous improvement of the systems that power our acquisition engine. This role connects the dots across paid media, web capture, CRM (Salesforce), lifecycle automation, and analytics to improve marketing and sales efficiency and effectiveness. This is a strong fit for someone fluent in modern automation approaches (no‑code/low‑code and/or light scripting), comfortable working directly in Salesforce and BI/reporting environments, and excited to use AI tools and agent-based workflows (e.g., Claude) to accelerate implementation, troubleshooting, and iteration. Essential Job Functions for this role include: Acquisition Systems & Growth Tech Operations Own the operational health of acquisition workflows across the funnel (capture → CRM → follow‑up → measurement), ensuring reliability, speed, and accuracy. Build and maintain integrations and automations between systems such as CRM, forms/scheduling tools, paid media platforms, and reporting pipelines using modern integration approaches (native connectors, no‑code/low‑code platforms, and/or light scripting where appropriate). Identify high-impact manual processes and replace them with scalable automations and clearer operating workflows. Salesforce (CRM) Administration & Enablement Own acquisition-facing Salesforce configuration and administration required for marketing and sales workflows (e.g., key fields, lifecycle/stage consistency, routing/assignment logic, attribution inputs, validation rules, and workflow automations). Ensure CRM data created via acquisition systems is accurate, consistently structured, and usable downstream for reporting and optimization. Partner with Technology and Product teams on platform-level changes while owning day‑to‑day configuration, QA, and ongoing maintenance for acquisition workflows. Adtech & Commercialization Partner with technology to launch key initiatives to improve conversion (e.g., lead scoring, lead routing) and maintain/optimize ongoing systems Build and maintain AdTech systems including audience creation, value-based bidding logic, and more Analytics Enablement (Power BI or Equivalent) Improve the reliability and usability of dashboards by ensuring upstream systems generate consistent, well-defined, reliable data inputs. Support back-end data processes, e.g, connecting marketing platforms to PowerBI dashboards or other reporting tools. Support CRM‑to‑paid‑platform measurement signals where applicable (e.g., lifecycle-based conversion events), ensuring the right data is captured and mapped reliably. Support clean tracking and measurement across acquisition channels by maintaining campaign metadata, taxonomy, and conversion definitions. Implement lightweight validation checks so data issues are caught early and do not silently degrade decision-making or prospect experience. Monitoring, QA, and Operational Reliability Leverage tools like Zapier to implement automated monitoring and alerting for critical workflows so failures are detected quickly (e.g., missing records, broken handoffs, integration failures, unexpected data behavior). Partner with analytics team to establish strong QA discipline (testing, change control, documentation/runbooks) so improvements are repeatable and do not introduce regressions. AI Tools & Agent-Based Workflows Use AI tools and agent-based workflows (e.g., Claude) to accelerate design, documentation, debugging,

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