AVP, Sales Enablement & Pipeline Growth

Mercer Advisors Inc.; San Francisco (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental plans

Vision Insurance

Paid holidays

Paid parental leave

Job summary

Mercer Advisors seeks an Associate Vice President, Channel to enhance Regional Vice President capacity by strengthening sales execution, data discipline, and lead responsiveness. This internal role advances FC and advisor partnerships and supports onboarding processes.

The position emphasizes process rigor, timely follow-up, and robust collaboration with market leadership to convert opportunities and protect velocity in the sales funnel.

Qualifications

• Bachelor's degree in Business, Marketing, or a related field.
• Self-starter who thrives in a fast-paced, high-volume sales environment.
• Comprehensive industry and investment management knowledge.
• Excellent communication, presentation, listening, and analytical skills.
• Ability to work independently and as part of a team.
• Proven time management and organizational skills in high-volume, high-energy environments.
• Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
• Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
• Flexibility to travel.

Responsibilities

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
• Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.
• Support advisor match and routing to help ensure timely response and appropriate lead handling.
• Serve as a backup resource for inbound FC calls and support, as needed.
• Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
• Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
• Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
• Support branch events and post-event follow-up activities in partnership with market leadership.
• Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Skills

Sales operations

CRM experience

Forecasting

Data analysis

Communication

Team coordination

Travel readiness

Self-starter

Excel proficiency

Education

Bachelor's degree in Business/Marketing or related field

Tools

Salesforce

Job description

Mercer Advisors seeks an Associate Vice President, Channel to enhance Regional Vice President capacity by strengthening sales execution, data discipline, and lead responsiveness. This internal role advances FC and advisor partnerships and supports onboarding processes.

The position emphasizes process rigor, timely follow-up, and robust collaboration with market leadership to convert opportunities and protect velocity in the sales funnel.