Mercer
We are seeking a talented individual to join our Strategy team at Mercer. This role will be based in Gurugram. This is a hybrid role that requires working at least three days a week in the office.
AGM – Strategy & Analytics
The Senior Strategy & Planning Specialist will drive and implement strategic initiatives, convert data into actionable insights, and create compelling narratives that influence leadership decisions. This role combines deep analytics, stakeholder management, and high-quality storyboarding and deck creation to support business growth and operational efficiency.
We will count on you to:
We need someone who brings business acumen, a people perspective, and the ability to independently drive decisions and deliveries alongside the core team.
- Business Analytics & Decision Support
- Own recurring and ad hoc business analysis to support leadership and strategy teams.
- Analyze business performance across key SaaS metrics (pipeline, revenue, conversion, pricing, deal velocity, customer cohorts, etc.).
- Translate complex data into clear insights, dashboards, and concise narratives that drive business decisions.
- Support commercial initiatives (pricing, GTM, deal reviews) with rigorous data-driven recommendations.
- Data Management & Reporting
- Build and maintain dashboards and reports using Power BI, Tableau, or similar BI platforms.
- Ensure data accuracy, consistency, and hygiene across reports and systems.
- Work with CRM data (Zoho CRM preferred) to track sales, pipeline, and deal metrics.
- Automate recurring reports and reduce manual reporting effort wherever possible.
- Act as a single point of contact for standard business and performance reporting.
- Deck & Presentations Support
- Create executive-ready storyboards and build high-quality PowerPoint decks for board, and leadership forums.
- Design clear visualizations and data representations that communicate the story and recommended actions.
- Support presentation delivery and refine messaging for senior stakeholders.
- Stakeholder Management & Cross functional Leadership
- Proactively engage and influence senior stakeholders across sales, finance, product, operations, and HR to gather inputs and align priorities.
- Manage expectations, coordinate cross-functional deliverables, and ensure timely execution of strategic projects.
- Mentor and coordinate junior analysts and external partners as needed.
- Operational Efficiency & Automation
- Identify inefficiencies in existing workflows and propose data-driven improvements.
- Use automation, AI tools, or low-code solutions to reduce turnaround time for reporting and analysis.
- Build scalable processes as the business grows.
What you need to have:
- Prior experience in a B2B SaaS or tech-enabled business.
- 9–13 years of experience in analytics, business analysis, strategy, or data-driven roles.
- Strong business acumen, curious mindset, and comfort working in ambiguous environments.
- Excellent stakeholder management and influencing skills; comfortable interfacing with senior leaders.
- Strong communication skills — able to explain numbers to non-technical stakeholders and craft persuasive narratives.
Must-Have Skills:
- Strong working knowledge of SQL.
- Advanced proficiency in Excel (lookups, pivots, formulas; macros a plus).
- Experience building dashboards in Power BI, Tableau, or similar tools.
- Comfort working with CRM tools (Zoho CRM or any equivalent SaaS CRM).
- Strong presentation/storyboarding skills and experience creating executive decks.
- Strong analytical thinking with attention to detail.
What makes you stand out:
- Excellent verbal and written communication skills, comfortable interfacing with business users
- Good troubleshooting and technical skills
- Able to work independently
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer , a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh , Guy Carpenter , Mercer and Oliver Wyman . With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com , or follow on LinkedIn and X .
Mercer Assessments business , one of the fastest-growing verticals within the Mercer brand, is a leading global provider of talent measurement and assessment solutions. As part of Mercer, the world’s largest HR consulting firm and a wholly owned subsidiary of Marsh McLennan—we are dedicated to delivering talent foresight that empowers organizations to make informed, critical people decisions. Leveraging a robust, cloud-based assessment platform, Mercer Assessments partners with over 6,000 corporations, 31 sector skill councils, government agencies, and more than 700 educational institutions across 140 countries. Our mission is to help organizations build high-performing teams through effective talent acquisition, development, and workforce transformation strategies. Our research-backed assessments, advanced technology, and comprehensive analytics deliver transformative outcomes for both clients and their employees. We specialize in designing tailored assessment solutions across the employee lifecycle, including pre-hire evaluations, skills assessments, training and development, certification exams, competitions and more. At Mercer Assessments, we are committed to enhancing the way organizations identify, assess, and develop talent. By providing actionable talent foresight, we enable our clients to anticipate future workforce needs and make strategic decisions that drive sustainable growth and innovation
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
