Engineering Manager, CRM

Mercer Advisors; United States; Remote; USD 120,000 - 160,000; Full time

Job summary

Mercer Advisors seeks an Engineering Manager, CRM to lead digital experiences and manage a CRM team, ensuring effective integration with Salesforce. This role requires strategic leadership and hands-on excellence in CRM processes to drive client engagement and support organizational growth across various offices. Join a dynamic team focused on enhancing financial lives nationwide.

Benefits

Company Paid Life Insurance

Health Savings Account with contributions

Paid Time Off and Holidays

Parental Leave

401(k) Retirement Plan with matching

Qualifications

• 5+ years experience in Finance or Wealth Management.
• Deep experience with Salesforce CRM and integrations.
• Strong operational skills with strategic thinking.

Responsibilities

• Manage CRM team for product design and development.
• Partner with M&A team for successful CRM migrations.
• Develop and refine CRM platform roadmap in collaboration.

Skills

Salesforce

CRM management

Project management

AI-driven automation

Business analysis

Education

Bachelor’s degree in Business Administration, Finance, or Information System

Tools

Apex

Visualforce

Lightning Web Components

Job description

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere .

Job Summary:

Our ability to attract new clients is at the center of our continued success. As we’ve continued to grow - the success of our growth efforts relies increasingly on the digital experience, processes, and technologies that we offer to prospects, clients, as well as our own employees.

As the Engineering Manager, CRM you are responsible for managing and executing the digital experiences and technologies that support our growth. You will be a key partner to achieve our growth targets – and will design and own digital experiences, technology, and processes - including integrations with partners. As a key-leader on our cross-functional team, you will be co-accountable for our OKRs.

You will provide organizational vision, leadership and strategy for our processes and products. You will be deeply hands on with the related technology (ensuring exceptional product day-to-day administration, data quality, user support) as well as establishing the long term vision, managing the overall roadmap enhancements, including system architecture, custom development, data integration, and ongoing release management. To be successful in this role, you must both have terrific operational skills and be able to think strategically about how the products can further enhance our business and how to successfully integrate acquired firms. A successful candidate will act like “employee #2” at a fast-moving startup and think like a “Growth CTO” for an established industry leader.

Essential Job Functions:

• Manage the CRM Team that executes all the activities related to the design and development of the CRM product and integrations, with a strong emphasis on Salesforce CRM architecture and customization.
• Partner with the M&A team, Acquisition, and external vendors to ensure successful CRM migrations, including Salesforce data mapping, sandbox testing, and deployment strategies.
• Understands business needs and how CRM capabilities—particularly Salesforce features such as Flow, Apex, and Lightning Components—can help solve business problems.
• Provides strategic direction across all lines of business to support the CRM environment, leveraging Salesforce best practices and scalable design.
• Prepares, manages, and maintains documentation of current business processes, SLAs, controls, and KPIs, including those related to Salesforce CRM and AI-driven automation tools.
• Builds and continuously refines the CRM platform roadmap in close collaboration with business stakeholders, incorporating innovations such as Agentic AI code generation to accelerate development cycles.
• Collaboratively defines and documents functional and technical requirements and specifications, business processes, workflows, and reporting outputs, with a focus on Salesforce CRM and AI-enhanced development tools.
• Identifies gaps and risks in business requirements and resolves those issues using Salesforce diagnostic tools and AI-assisted analysis.
• Organizes technical projects from beginning to end; identifies and prioritizes actionable steps, including the use of Agentic AI and prompt first development tools to streamline code generation and testing.
• Manages a portfolio of integrations and projects from planning to execution, including Salesforce AppExchange solutions and custom API integrations.
• Develops repeatable processes that accelerate integrations and ensure timely communication of events, leveraging AI-driven automation and Salesforce DevOps pipelines.
• Other duties requested and assigned by Manager.
  
  

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree required, preferably in Business Administration, Finance, or Information System
• At least five years’ experience in Finance or the Wealth Management space required.
• At least five years’ experience working with and administering Salesforce CRM required, including hands-on experience with Apex, Visualforce, Lightning Web
• Components, and Salesforce integrations.
• At least two years’ experience working with M&A is preferred.
• Experience in managing simultaneous complex projects from inception to successful completion is preferred.
• Experience in workflow process automation such as Conga Orchestrate is preferred.
• Experience with Agentic AI code generation tools (e.g., GitHub Copilot, Salesforce CodeGen, or similar) to enhance development productivity and reduce time-to deploy is highly desirable.

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .

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