Senior Business Intelligence Analyst

Mercer Advisors is a leading firm dedicated to helping families simplify their financial lives through integrated services. The Senior Business Intelligence Analyst will develop and oversee reports and tools to analyze sales, marketing, and client service performance, driving strategic insights and operational improvements.

Responsibilities:

• Develop and maintain analytics tools, dashboards, and data sources to assist firm leaders in the Sales and Marketing functions in effectively sourcing and converting new business leads including:
• Build dashboards and reporting to measure sales performance, drive decisions, and highlight opportunities to improve sales effectiveness
• Analyze marketing campaign performance, lead generation activity, and funnel conversion to support strategic decision making
• Design and maintain scalable data sources ensuring consistency, flexibility, and usability. Cleanse, tag, and structure sales data to ensure accuracy and alignment across systems. Perform ongoing data quality checks and implement processes to improve data integrity
• Collaborate with executive leadership, including the Head of Client Development, SVP of Client Development and Revenue Operations, as well as Chief Marketing Officer, and their teams to measure and enhance new client sourcing measurements and level of performance
• Collaborate with Head of Client Service, Chief Solutions Officer and SVP, Investment Platform Operations to deliver continuous productivity improvement and exceed client expectations
• Develop data sources, metrics, and dashboards that enable client service to understand performance and ensure SLAs are met
• Create workflow tools and dashboards that assist in operational groups assigning out and completing tasks associated with serving clients
• Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction

Requirements:

• 3 – 7 years of data analytics, statistics, and/or reporting experience
• Bachelor's degree from a selective, accredited institution required (with preference to the fields of Business, Economics, Accounting, Finance, or STEM disciplines)
• Successful completion of analytic coursework (e.g., economics, mathematics, physical sciences)
• Results-oriented with proven ability to thrive in a fast-paced team environment
• Self-motivated and proactive with aptitude for critical thinking and problem solving
• Exceptional and persuasive communicator and facilitator with the ability to effectively interface with executive management
• Shows flexibility and adaptability in an environment with rapidly changing business and technology needs
• Curiosity to learn new skills and eagerness to form new relationships
• Expert level with Power BI. Proficiency with SQL, Python, Excel, PowerPoint
• Salesforce experience preferred