Manager, Martech

Manager, Marketing Technology

Mercer Advisors is a leading financial planning firm with over 40 years of experience helping families manage their finances. We offer comprehensive financial planning, investment management, tax, estate, and insurance services. Recognized as the #1 RIA Firm in the nation by Barron’s for two consecutive years, we are an independent fiduciary committed to acting in our clients' best interests. We pride ourselves on a diverse and inclusive workplace, with over half of our employees and client-facing professionals being women. Our flexible, national footprint allows us to build teams with exceptional talent, wherever they may be located.

Job Summary

The Manager, Marketing Technology is a hands-on operator within the acquisition team, responsible for the performance and continuous improvement of the systems that drive our acquisition efforts. This role bridges the gap between paid media, web capture, CRM (Salesforce), lifecycle automation, and analytics to enhance marketing and sales efficiency and effectiveness. The ideal candidate is proficient in modern automation techniques (no-code/low-code and/or light scripting), comfortable working with Salesforce and BI/reporting tools, and eager to leverage AI tools and agent-based workflows to speed up implementation, troubleshooting, and iteration.

Essential Job Functions For This Role Include

Acquisition Systems & Growth Tech Operations

• Oversee the operational health of acquisition workflows across the entire funnel (capture → CRM → follow-up → measurement), ensuring reliability, speed, and accuracy.
• Build and maintain integrations and automations between systems like 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).
• Identify and automate high-impact manual processes to create scalable workflows and clearer operating procedures.

Salesforce (CRM) Administration & Enablement

• Manage acquisition-facing Salesforce configuration and administration for marketing and sales workflows, including key fields, lifecycle stages, routing logic, attribution inputs, validation rules, and automations.
• Ensure CRM data generated by acquisition systems is accurate, consistently structured, and usable for downstream reporting and optimization.
• Collaborate with Technology and Product teams on platform-level changes while independently handling day-to-day configuration, QA, and ongoing maintenance for acquisition workflows.

Adtech & Commercialization

• Partner with technology teams to launch key initiatives aimed at improving conversion rates, such as lead scoring and lead routing.
• Maintain and optimize ongoing AdTech systems, including audience creation and value-based bidding logic.

Analytics Enablement (Power BI or Equivalent)

• Enhance the reliability and usability of dashboards by ensuring upstream systems provide consistent, well-defined, and reliable data inputs.
• Support back-end data processes, such as connecting marketing platforms to Power BI dashboards or other reporting tools.
• Facilitate CRM-to-paid-platform measurement signals (e.g., lifecycle-based conversion events), ensuring accurate data capture and reliable mapping.
• Maintain clean tracking and measurement across acquisition channels by managing campaign metadata, taxonomy, and conversion definitions.
• Implement lightweight validation checks to catch data issues early and prevent silent degradation of decision-making or prospect experience.

Monitoring, QA, and Operational Reliability

• Utilize tools like Zapier to implement automated monitoring and alerting for critical workflows, enabling quick detection of failures (e.g., missing records, broken handoffs, integration issues, unexpected data behavior).
• Collaborate with the analytics team to establish robust QA processes (testing, change control, documentation/runbooks) to ensure improvements are repeatable and do not introduce regressions.

AI Tools & Agent-Based Workflows

• Employ AI tools and agent-based workflows (e.g., Claude) to accelerate the design, documentation, debugging, and iteration of acquisition systems and automations.
• Identify high-leverage opportunities where AI-assisted workflows can improve speed, quality, or reliability, while maintaining appropriate guardrails and human oversight.

Knowledge, Skills, And Abilities

• 5–8+ years of experience in acquisition operations, marketing operations, growth operations, marketing technology/adtech, CRM operations, or analytics enablement.
• Hands-on experience building and maintaining integrations and automations across marketing/sales systems (no-code/low-code and/or light scripting) and paid media platforms (e.g., Meta, Google, etc.).
• Experience with CRM systems, with high comfort in Salesforce, particularly in areas related to automation and data integrity (attribution fields, contact/opportunity objects, validation rules, automations).
• Proficiency with automation tools such as Zapier.
• Experience supporting BI/reporting environments (Power BI or equivalent) through strong upstream data ownership.
• Bonus: familiarity with light/AI-based coding.

Work Schedule

This is a full-time, non-exempt professional role requiring availability during standard business hours, Monday through Friday, 8 AM to 5 PM. Occasional early or late hours may be necessary to meet business tasks and deadlines. Non-exempt employees must record working time daily, including start/end times and a 30-minute unpaid lunch.

Working Conditions

This position can be performed in a professional office environment or a dedicated home office workspace free from interruptions. Mercer Advisors will provide basic technology to meet position requirements. The role involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs is required.

Application Deadline

The initial deadline for applications is 5/21/2026. Applications received after this date will be considered on a rolling basis until the position is filled. We encourage early applications. If a decision is not made by the initial deadline, subsequent applications will be reviewed as received.

Compensation

Base Pay Range: $106,250 - $125,000 USD annually. Actual base pay will depend on factors such as geographic location, experience, education, skills, and certifications. This position is also eligible for incentive compensation.

Benefits

Mercer Advisors offers a comprehensive benefits package, including:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Insurance (Life & AD&D, Short-Term Disability, Accident, Critical Illness, Hospital Indemnity)
• Multiple Cigna medical plan options (including HDHPs and a Traditional Co-Pay plan)
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions for HDHP enrollees
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays (including a full week off at Thanksgiving)
• Generous Paid Time Off (Vacation and Sick Days)
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits combining STD, supplemental STD, and Parental Leave
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan (Traditional and Roth options with match)
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

Mercer Advisors is an equal opportunity employer and complies with federal employment eligibility verification requirements (E-Verify). We do not accept unsolicited resumes from agencies. For accommodation requests during the application or hiring process, please email PeopleTeam@merceradvisors.com. Please review our Applicant Notices and Employment Rights for more information, including CCPA Notice at Collection for California residents.

Key skills/competency

• Marketing Technology
• Salesforce Administration
• Marketing Automation
• Acquisition Operations
• AdTech
• CRM Operations
• Data Integrations
• Analytics Enablement
• Growth Operations
• AI Tools