Acquisition Data, Automation, and Tech Specialist
M
Mercer AdvisorsFinancial Services
Remote, USAFull-TimeMiddle
Salary106250 - 125000 USD per year
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Job Details
- Experience
- 5–8+ years
- Required Skills
- Microsoft Power BISalesforce
Requirements
- 5–8+ years of experience in acquisition operations, marketing operations, growth operations, marketing technology/adtech CRM operations, or analytics enablement roles.
- Hands-on experience building and maintaining integrations and automations across marketing/sales systems (no‑code/low‑code and/or light scripting).
- Experience with paid media platforms (e.g., Meta, Google, etc.).
- Experience with CRM systems and high comfort in Salesforce, particularly on concepts relevant to automation and data integrity (attribution fields, contact / opportunity objects, validation rules, and automations).
- Comfort using automation tools similar to Zapier.
- Experience supporting BI/reporting environments (Power BI or equivalent) through strong upstream data ownership.
- Comfortable with light/AI based coding (bonus).
Responsibilities
- 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.
- Identify high-impact manual processes and replace them with scalable automations and clearer operating workflows.
- Own acquisition-facing Salesforce configuration and administration required for marketing and sales workflows.
- Ensure CRM data created via acquisition systems is accurate, consistently structured, and usable downstream for reporting and optimization.
- 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.
- 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.
- Leverage tools like Zapier to implement automated monitoring and alerting for critical workflows.
- Use AI tools and agent-based workflows (e.g., Claude) to accelerate design, documentation, debugging, and iteration on acquisition systems and automations.
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