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Job Summary:
- Responsible for establishing and managing Mercer’s deal governance framework.
- Reduces senior‑leader approval burden and improves cycle time.
- Ensures consistent, policy‑aligned decision‑making across pricing, PMRs, and deal exceptions.
Essential Job Functions:
- Establish and manage a single front door for PMRs and deal exceptions.
- Maintain clear escalation pathways aligned to policy, margin thresholds, and approval authority.
- Ensure full documentation and auditable records of deal decisions within Salesforce.
Knowledge, Skills, and Abilities:
- Experience in deal desk, pricing, revenue operations, or sales operations.
- Strong analytical and financial reasoning skills, including margin and discount evaluation.
- Excellent interpersonal skills with the ability to partner with assertive sellers under time pressure.
Mercer Advisors
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families in more than 90 cities across the U.S. and their overall employee base and client-facing team are composed of 50% women.