Acquisition Data, Automation, and Tech Specialist

$106,250 - $125,000/yr

Lead Generation Marketing Automation Analytics & Reporting Automation CRM Integration & Customization Automation Architecture & Maintenance Salesforce Zapier Microsoft Power Automate Google Ads Facebook Ads Manager OpenAI API Google Analytics Power BI

Mercer Advisors

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Role Overview

The Acquisition Data, Automation, and Tech Specialist 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 position is ideal 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 to accelerate implementation, troubleshooting, and iteration. You'll be at the center of our growth technology stack, ensuring seamless operations across the entire acquisition funnel.

Responsibilities

Own the operational health of acquisition workflows across the funnel (capture → CRM → follow-up → measurement)
Build and maintain integrations and automations between CRM, forms/scheduling tools, paid media platforms, and reporting pipelines
Manage acquisition-facing Salesforce configuration and administration for marketing and sales workflows
Ensure CRM data accuracy, consistency, and usability for downstream reporting and optimization
Build and maintain AdTech systems including audience creation and value-based bidding logic
Improve reliability and usability of dashboards by ensuring consistent upstream data inputs
Support CRM-to-paid-platform measurement signals and lifecycle-based conversion events
Implement automated monitoring and alerting for critical workflows using tools like Zapier
Use AI tools and agent-based workflows to accelerate design, documentation, and debugging
Identify and replace high-impact manual processes with scalable automations

Requirements

5-8+ years of experience in acquisition operations, marketing operations, growth operations, or marketing technology roles
Hands-on experience building and maintaining integrations and automations across marketing/sales systems
Experience with paid media platforms (Meta, Google, etc.)
High comfort level in Salesforce, particularly automation and data integrity concepts
Experience with automation tools similar to Zapier
Experience supporting BI/reporting environments (Power BI or equivalent)
Strong understanding of attribution fields, contact/opportunity objects, validation rules, and automations
Ability to work standard business hours Monday through Friday, 8AM to 5PM

Nice to Have

Comfortable with light/AI-based coding
Experience with no-code/low-code platforms
Background in financial services or wealth management

Benefits & Perks

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Three Cigna medical plans including High Deductible Health Plans and Traditional Co-Pay plan
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions
Two comprehensive Dental Plans
Supplemental insurance options including Life, AD&D, Accident, Critical Illness, and Hospital Indemnity
Incentive compensation eligibility through company programs

About the Company

Mercer Advisors is a 40-year-old independent, national fiduciary firm ranked #1 RIA by Barron's, serving over 31,300 families across 90+ cities. The company integrates financial planning, investment management, tax, estate, and insurance services, with a diverse workforce of 50% women and flexible working arrangements.