Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

🏢 Summary: Regional Vice President role focused on wealth management sales, client relationship building, and guiding prospective clients toward tailored financial solutions. The position involves managing a full sales pipeline, leveraging financial expertise, and collaborating across teams in a fast-paced environment. The role offers competitive compensation, incentive opportunities, and a comprehensive benefits package. 🗂️ Requirements: 5+ years of sales experience in financial services, Series 65 or Series 66 license or qualifying exemption designation, Experience with CRM systems, Experience managing sales pipelines, Knowledge of investment management and financial services, Ability to build and maintain client relationships, Strong time management and organizational skills, Proficiency in Microsoft Office tools, Availability to travel 📃 Skills: Salesforce, Excel, Word, Outlook, PowerPoint, CRM, Series65, Series66, CFP, ChFC, PFS, CFA, CIC 🏢 Description: Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of financial services industry and investment management • Passion for helping clients achieve their financial goals • Proven time management and organizational skills in high-volume, high-energy environments • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $119,000—$140,000 USD Benefits: • 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including 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 (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing

🏢 Summary: Client Service Coordinator role supporting Wealth Advisors and high net worth clients through administrative, operational, and client service tasks in a fast-paced financial services environment. The position focuses on client communication, compliance support, data management, and office coordination while offering competitive benefits and professional growth opportunities. 🗂️ Requirements: High School diploma, Office environment experience, Customer service experience, Excellent verbal communication, Excellent written communication, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to prioritize in fast-paced environment, Attention to detail 📃 Skills: Word, Excel, Outlook, Salesforce, CRM 🏢 Description: Job Summary: The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Client Service Coordinator, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities: - Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes - Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements - Coordinating with internal operation departments to ensure client requests are fulfilled - Managing client deposits - Maintaining data integrity across all systems and updating as necessary - General office administration duties - Other duties as needed Requirements: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Prior experience working in an office environment with a customer service focus - Financial services industry a plus Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range: $23—$26 USD Benefits: - 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including 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 (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate, and portfolio management while allowing advisors to focus primarily on client needs and retention. Hybrid work schedule with competitive compensation, benefits, and growth opportunities. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Knowledge of financial planning, investments, tax, and portfolio analysis, Understanding of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Portfolio, AssetAllocation, Compliance, FinancialPlanning, Insurance 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. The role allows advisors to focus exclusively on clients while utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. Advisors are supported by a technology platform and experts in portfolio management, financial planning, tax, estate planning, and related services. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze financial situations, and develop recommendations aligned with defined objectives - Communicate complex financial solutions using strong relationship-building and interpersonal skills - Ensure client retention through meaningful long-term relationships and implementation of appropriate financial solutions - Leverage solutions including tax, estate planning, insurance, and related services to provide comprehensive client offerings - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution preferred in Business, Economics, Accounting, or Finance - Master's degree is a plus Experience: - 7-10 years of related experience as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant Certifications/Licenses: - Certified Financial Planner (CFP) designation required or equivalent designation including ChFC, PFS, CFA, or CIC - Series 65 required unless exempt through qualifying designation in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Ability to present investment, finance, and tax planning solutions effectively to clients - Knowledge of the economic landscape and its impact on clients and the firm - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and entrepreneurial mindset preferred - Understanding of investments, ISG, asset allocation, and portfolio analysis - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: - Business hours Monday through Friday Working Conditions: - Hybrid schedule with remote and office work in a professional office environment - Standing and sitting with assigned workstation Compensation: - Total expected cash compensation range: $170,000 - $210,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Medical, dental, and vision plans - Health Savings Account with company contributions - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid parental leave - Adoption assistance reimbursement - Concierge services for caregiving and personal support - 401(k) retirement plan with company match - Pet insurance - Personalized financial planning services at preferred employee pricing

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate planning, insurance, and portfolio management while using financial planning technology to deliver tailored solutions. Hybrid work schedule with competitive compensation, bonus potential, and extensive employee benefits. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Advanced knowledge of financial planning, investments, and financial products, Understanding of compliance and regulatory requirements, Ability to perform asset allocation and portfolio analysis, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Insurance, Portfolio, AssetAllocation, Compliance, PlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties - Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. - Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. - Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions. - Leverages broad solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to clients. - Ensures adherence to compliance and regulatory policies as well as company standards of client care. - Acts as a fiduciary, placing client interests and outcomes first. Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) - Master's degree a plus Experience: - 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required - Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) - Series 65 required unless exempt in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Superior communication skills with the ability to present investment, finance, and tax planning solutions - Advanced knowledge of the economic landscape and its impact on clients - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and experience preferred - Entrepreneurial mindset with positive attitude - Strong understanding of investments and ability to perform asset allocation and portfolio reviews - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation: Total expected cash compensation range: $170,000—$210,000 USD. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Multiple medical plans including HDHP and co-pay plans - Health Savings Account (HSA) with company contributions - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.

🏢 Summary: Enterprise sales role focused on selling an integrated end-to-end payer platform to commercial and government health plans, combining claims infrastructure, clinical data exchange, electronic attachments, and modern payment solutions. The position drives new business acquisition, manages complex sales cycles, and supports regulatory compliance initiatives such as CMS-0057-F and CMS-0053-F. This remote role covers a U.S. territory and emphasizes strategic relationship building within the healthcare payer ecosystem. 🗂️ Requirements: Bachelor's degree in Business, Sales, Marketing or related field, 5+ years healthcare sales experience, Experience selling to health plans/payers, Experience selling clearinghouse and EDI solutions, Proven success selling complex enterprise solutions, Ability to manage long-cycle enterprise sales processes, Experience using CRM systems, Willingness to travel up to 30% 📃 Skills: Salesforce, EDI, CRM, ACH, CMS-0057-F, CMS-0053-F, MEDDICC, Challenger, Sandler, SPIN 🏢 Description: About the Role We are seeking a Regional Vice President of Payer Sales to join our growing enterprise sales organization. A Regional Vice President of Payer Sales builds and expands strategic relationships with commercial and government health plans, selling a fully integrated end-to-end payer platform — combining claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails under one roof to improve operational efficiency and meet evolving regulatory requirements such as CMS-0057-F and CMS-0053-F. This role brings to market modern payment rails — including ACH, virtual credit cards, and checks — alongside deep payer integrations and a broad healthcare transaction network, connecting 2.9 million providers and 60% of the nation's top commercial health plans. This is an enterprise sales role requiring deep health plan relationships and experience navigating complex payer procurement cycles. The ideal candidate brings a track record of closing strategic deals with commercial and government health plans, understands the interplay between clearinghouse operations, payment modernization, and compliance mandates, and is motivated by an early-mover opportunity in a significant regulatory-driven sales cycle in healthcare. This is a remote position supporting a sales territory across the United States. What You'll Do - Drive new logo acquisition within the payer/health plan space, driving overall account strategy, execution, and revenue growth. - Manage complex, long-cycle sales opportunities from discovery through close. - Build a pipeline of qualified health plan prospects, while tracking all activity in CRM systems like Salesforce. - Collaborate cross-functionally with teams such as Account Management, Customer Success, Sales, Legal, and Compliance to support business objectives and drive seamless execution of sales initiatives. What You'll Need - Bachelor's degree in Business, Sales, Marketing, or a related field. - 5+ years of progressive sales experience within healthcare, with specific experience in selling to health plans/payers, clearinghouse, and EDI solutions. - Proven track record of success selling complex, enterprise-level solutions. - Exceptional communicator with the ability to build strong relationships and collaborate effectively across cross-functional teams. Nice to Have - Established and active sales network within the health plan/payer, clearinghouse, and EDI ecosystem. - Sales-related certifications or formal sales training (e.g., MEDDICC, Challenger, Sandler, SPIN, or similar). Travel Requirements This role requires up to 30% travel, which may include client meetings, team gatherings, or company events, and attendance at industry tradeshows. Travel will typically be scheduled in advance and supported by the company. Pay Transparency Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. $145,000—$175,000 USD EEO Note The employer is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

🏢 Summary: Tax Associate role focused on preparing tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses in a collaborative tax team environment. The position requires experience in tax preparation, strong organizational skills, and the ability to manage multiple client tax matters. The role offers comprehensive benefits, hybrid work flexibility, and opportunities for professional development in public accounting and tax services. 🗂️ Requirements: Bachelor's degree in Accounting or related field, 1-3+ years of tax preparation experience in public accounting, Knowledge of individual and entity tax preparation, Ability to prepare tax returns, projections, and estimates, Strong organizational and time-management skills, Ability to manage high-volume workloads, Strong client communication skills, Detail-oriented work approach, Availability during standard business hours and Saturdays during tax season 📃 Skills: Accounting, Tax, CCH, Axcess, Workflow, Practice, SafeSend, CPA, EA 🏢 Description: Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Job Summary: The Tax Team collaborates with wealth management teams to provide tax compliance services to high-net-worth clients. The Tax Associate is primarily responsible for the preparation of income tax returns, tax projections, and analysis for clients. The role requires strong client service skills, communication abilities, and the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions: - Prepare tax returns for high-net-worth individuals, trusts, and businesses - Create quarterly estimates and projections - Respond to tax questions, estimates, projections, and analysis with tax and wealth management clients - Coordinate with tax support staff to ensure timely workflow practices and data integrity - Respond to tax notices and prepare correspondence - Stay up to date on tax law changes - Perform additional assigned duties Required Knowledge, Skills, and Abilities: - Bachelor's degree in Accounting or related field - Working knowledge of tax preparation with preferably 1-3+ years of public accounting experience - CPA or EA obtained or planned, preferred - Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, preferred - Highly organized and tax-oriented - Ability to handle a large volume of activities simultaneously - Ability to communicate concepts clearly to clients and advisors - Detail-oriented with excellent time-management skills Work Schedule: This role requires availability Monday through Friday from 8AM to 5PM, with Saturdays as needed during tax season. Additional hours may be required to meet deadlines. Working Conditions: This position may be based in a professional office environment or dedicated home office workspace. Basic technology needs will be provided. The role involves routine sitting and standing with no heavy lifting over 10 lbs. Base Pay Range: $76,500—$90,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Multiple medical plan offerings including HSA options - Dental and vision insurance - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Paid time off program - Employee Assistance Plan - Paid parental leave and maternity benefits - Adoption assistance reimbursement - Concierge services - 401(k) retirement plan with matching - Pet insurance - Personalized financial planning services

🏢 Summary: Tax Associate role focused on preparing income tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses in a collaborative tax and wealth management environment. The position requires experience in tax preparation, strong organizational skills, and the ability to manage multiple client-related tax activities. The offer includes comprehensive benefits, hybrid work flexibility, and opportunities for professional growth in tax compliance services. 🗂️ Requirements: Bachelor's degree in Accounting or related field, 1-3+ years of public accounting or tax preparation experience, Knowledge of individual and entity tax preparation, Ability to prepare tax returns, estimates, and projections, Experience communicating tax concepts to clients and advisors, Strong organizational and time-management skills, Ability to manage multiple activities in a fast-paced environment, Detail-oriented work approach, Availability during tax season including Saturdays as needed 📃 Skills: Accounting, Tax, CPA, EA, CCH, Axcess, Workflow, Practice, SafeSend 🏢 Description: Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Job Summary: The Tax Team collaborates with wealth management teams to provide tax compliance services to high-net-worth clients. The team includes tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections, and analysis for clients. The role requires strong client service skills and the ability to multi-task in a fast-paced tax preparation environment. Essential Job Functions: - Prepare tax returns for high-net-worth individuals, trusts, and businesses - Create quarterly estimates and projections - Respond to tax questions, estimates, projections, and analysis for tax and wealth management clients - Coordinate with tax support staff to ensure timely workflow practices and data integrity - Respond to tax notices and prepare correspondence - Stay up to date on tax law changes - Perform other assigned duties Required Knowledge, Skills, and Abilities: - Bachelor's degree in Accounting or related field - Working knowledge of tax preparation with 1-3+ years of public accounting experience preferred - CPA or EA obtained or in progress preferred - Experience with CCH, Axcess, Workflow and Practice, and SafeSend preferred - Strong organizational skills - Ability to handle a large volume of activities - Ability to communicate concepts clearly to clients and advisors - Excellent attention to detail and time-management skills Work Schedule: This role requires availability during standard business hours Monday through Friday from 8AM to 5PM, with Saturdays as needed during tax season. Additional hours may be required to meet deadlines. Working Conditions: This position may be performed in a professional office or dedicated home office workspace. Basic technology equipment will be provided. The role involves routine sitting and standing with no heavy lifting over 10 lbs. Base Pay Range: $76,500—$90,000 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance offerings - Multiple medical plan options including HDHP and Traditional Co-Pay plans - Health Savings Account with company contributions - Dental and Vision plans - Dependent Care Savings Account - 14 company paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave - Adoption Assistance Reimbursement Program - Concierge services for caregiving and family support - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.

🏢 Summary: Enterprise sales leadership role focused on selling an integrated end-to-end payer platform to commercial and government health plans, combining claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails. The position drives new business acquisition, manages complex long-cycle sales, and supports regulatory readiness initiatives such as CMS-0057-F and CMS-0053-F. This remote role covers a U.S. territory and requires deep expertise in healthcare payer, clearinghouse, and EDI solutions. 🗂️ Requirements: Bachelor's degree in Business, Sales, Marketing, or related field, 5+ years of progressive healthcare sales experience, Experience selling to health plans/payers, Experience selling clearinghouse and EDI solutions, Proven success selling complex enterprise-level solutions, Ability to manage long-cycle enterprise sales processes, Experience using CRM systems (e.g., Salesforce), Ability to travel up to 30% 📃 Skills: Salesforce, EDI, CRM, ACH, CMS-0057-F, CMS-0053-F 🏢 Description: About the Role We are seeking a Regional Vice President of Payer Sales to join our growing enterprise sales organization. A Regional Vice President of Payer Sales builds and expands strategic relationships with commercial and government health plans, selling a fully integrated end-to-end payer platform — combining claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails — to improve operational efficiency and meet evolving regulatory requirements such as CMS-0057-F and CMS-0053-F. With the acquisition of Jopari Solutions, this role brings to market modern payment rails — including ACH, virtual credit cards, and checks — alongside deep payer integrations and one of the industry's broadest healthcare transaction networks. This is an enterprise sales role requiring deep health plan relationships and experience navigating complex payer procurement cycles. The ideal candidate brings a track record of closing strategic deals with commercial and government health plans and understands clearinghouse operations, payment modernization, and compliance mandates. This is a remote position supporting a sales territory across the United States. What You'll Do - Drive new logo acquisition within the payer/health plan space, driving overall account strategy, execution, and revenue growth. - Manage complex, long-cycle sales opportunities from discovery through close. - Build a pipeline of qualified health plan prospects, while tracking all activity in CRM systems like Salesforce. - Collaborate cross-functionally with Account Management, Customer Success, Sales, Legal, and Compliance teams to support business objectives and execute sales initiatives. What You'll Need - Bachelor's degree in Business, Sales, Marketing, or a related field. - 5+ years of progressive sales experience within healthcare, including experience selling to health plans/payers, clearinghouse, and EDI solutions. - Proven track record of success selling complex, enterprise-level solutions. - Exceptional communication skills and ability to build strong cross-functional relationships. Nice to Have - Established and active sales network within the health plan/payer, clearinghouse, and EDI ecosystem. - Sales-related certifications or formal sales training (e.g., MEDDICC, Challenger, Sandler, SPIN, or similar). Travel Requirements - Up to 30% travel for client meetings, team gatherings, company events, and industry tradeshows. Compensation and Benefits Compensation may vary based on skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Pay Range: $145,000—$175,000 USD

🏢 Summary: Enterprise sales role responsible for driving new payer and health plan business for a fully integrated end-to-end healthcare payer platform, including claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails. The position focuses on managing complex, long-cycle sales within commercial and government health plans while supporting regulatory compliance initiatives. This remote role requires deep payer relationships and experience selling clearinghouse and EDI solutions. 🗂️ Requirements: Bachelor's degree in Business, Sales, Marketing or related field, 5+ years of healthcare sales experience, Experience selling to health plans/payers, Experience selling clearinghouse and EDI solutions, Proven success selling complex enterprise-level solutions, Ability to manage long-cycle enterprise sales processes, Experience using CRM systems (Salesforce), Willingness to travel up to 30% 📃 Skills: Salesforce, CRM, EDI, ACH, CMS-0057-F, CMS-0053-F, MEDDICC, Challenger, Sandler, SPIN 🏢 Description: About the Role We are seeking a Regional Vice President of Payer Sales to join our growing enterprise sales organization. A Regional Vice President of Payer Sales builds and expands strategic relationships with commercial and government health plans, selling a fully integrated end-to-end payer platform — combining claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails under one roof to improve operational efficiency and meet evolving regulatory requirements such as CMS-0057-F and CMS-0053-F. With the acquisition of Jopari Solutions, this role brings to market modern payment rails — including ACH, virtual credit cards, and checks — alongside deep payer integrations and one of the industry's broadest healthcare transaction networks, connecting 2.9 million providers and 60% of the nation's top commercial health plans. This is an enterprise sales role requiring deep health plan relationships and experience navigating complex payer procurement cycles. The ideal candidate brings a track record of closing strategic deals with commercial and government health plans, understands the interplay between clearinghouse operations, payment modernization, and compliance mandates, and is motivated by an early-mover opportunity in a major regulatory-driven sales cycle in healthcare. This is a remote position supporting a sales territory across the United States. What You'll Do - Drive new logo acquisition within the payer/health plan space, driving overall account strategy, execution, and revenue growth. - Manage complex, long-cycle sales opportunities from discovery through close. - Build a pipeline of qualified health plan prospects, while tracking all activity in CRM systems like Salesforce. - Collaborate cross-functionally with teams such as Account Management, Customer Success, Sales, Legal, and Compliance to support business objectives and drive seamless execution of sales initiatives. What You'll Need - Bachelor's degree in Business, Sales, Marketing, or a related field. - 5+ years of progressive sales experience within healthcare, with specific experience in selling to health plans/payers, clearinghouse, and EDI solutions. - Proven track record of success selling complex, enterprise-level solutions. - Exceptional communicator with the ability to build strong relationships and collaborate effectively across cross-functional teams. Nice to Have - Established and active sales network within the health plan/payer, clearinghouse, and EDI ecosystem. - Sales-related certifications or formal sales training (e.g., MEDDICC, Challenger, Sandler, SPIN, or similar). Travel Requirements - Up to 30% travel, including client meetings, team gatherings, company events, and industry tradeshows. Compensation and Benefits Compensation may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary Range: $145,000—$175,000 USD. EEO Note The company is an Equal Opportunity Employer and does not discriminate on the basis of any protected classification under federal, state, or local law.

🏢 Summary: Enterprise sales role responsible for driving new payer/health plan business by selling an integrated end-to-end payer platform that combines claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails. The position focuses on managing complex, long-cycle sales cycles, building strategic relationships with commercial and government health plans, and supporting regulatory readiness initiatives. This remote role covers a U.S. territory and requires deep expertise in healthcare payer, clearinghouse, and EDI solutions. 🗂️ Requirements: Bachelor's degree in Business, Sales, Marketing or related field, 5+ years of healthcare sales experience, Experience selling to health plans/payers, Experience selling clearinghouse and EDI solutions, Proven success selling complex enterprise-level solutions, Ability to manage long-cycle enterprise sales processes, Experience using CRM systems (e.g., Salesforce), Willingness to travel up to 30% 📃 Skills: Salesforce, EDI, ACH, CMS-0057-F, CMS-0053-F, CRM, Clearinghouse, Claims, Payments, Attachments 🏢 Description: About the Role We are seeking a Regional Vice President of Payer Sales to join our growing enterprise sales organization. The Regional Vice President of Payer Sales builds and expands strategic relationships with commercial and government health plans, selling a fully integrated end-to-end payer platform in the clearinghouse space — combining claims infrastructure, clinical data exchange, electronic attachments, and modern payment rails under one roof to improve operational efficiency and meet evolving regulatory requirements such as CMS-0057-F and CMS-0053-F. With the acquisition of Jopari Solutions, this role brings to market modern payment rails — including ACH, virtual credit cards, and checks — alongside deep payer integrations and a broad healthcare transaction network, connecting 2.9 million providers and 60% of the nation's top commercial health plans. This is an enterprise sales role requiring deep health plan relationships and experience navigating complex payer procurement cycles. The ideal candidate brings a track record of closing strategic deals with commercial and government health plans and understands the interplay between clearinghouse operations, payment modernization, and compliance mandates. This is a remote position supporting a sales territory across the United States. What You'll Do - Drive new logo acquisition within the payer/health plan space, driving overall account strategy, execution, and revenue growth. - Manage complex, long-cycle sales opportunities from discovery through close. - Build a pipeline of qualified health plan prospects while tracking all activity in CRM systems like Salesforce. - Collaborate cross-functionally with Account Management, Customer Success, Sales, Legal, and Compliance to support business objectives and drive seamless execution of sales initiatives. What You'll Need - Bachelor's degree in Business, Sales, Marketing, or a related field. - 5+ years of progressive sales experience within healthcare, with specific experience in selling to health plans/payers, clearinghouse, and EDI solutions. - Proven track record of success selling complex, enterprise-level solutions. - Exceptional communication skills and ability to build strong cross-functional relationships. Nice to Have - Established and active sales network within the health plan/payer, clearinghouse, and EDI ecosystem. - Sales-related certifications or formal sales training (e.g., MEDDICC, Challenger, Sandler, SPIN, or similar). Travel Requirements - Up to 30% travel for client meetings, team gatherings, company events, and industry tradeshows. Compensation and Benefits - Base salary range: $145,000—$175,000 USD. - Eligibility for performance-based bonuses. - Comprehensive benefits package including medical, dental, and vision coverage. - 401(k) with company match. - Paid time off and additional benefits.