Chad Mercer
Senior Leader, Operations, Analytics, Product & Digital Transformation ➮ Driving enterprise platform strategy, analytics, and scalable workflows for tech, insurance, annuities, and wealth management
- Role
- Vice President - Sales Development, Analytics, Marketing at Prosperity Life
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Chad Mercer
I help organizations turn complex technology, data, and operational challenges into scalable solutions that improve efficiency, compliance, and business performance. Over 20 years in insurance, annuities, and financial services, I’ve led cross-functional teams and implemented enterprise platforms and workflows that strengthen adoption, execution, and enterprise visibility. My experience spans Prosperity Life Group, Venerable Annuity, Voya Financial, Cognizant, and ING.I specialize in aligning people, processes, and platforms to deliver consistent YoY results. Key areas of expertise include: Enterprise Analytics & Reporting: Designed dashboards and frameworks integrating sales, applications, commissions, and workflow data to enable data-driven decisions and operational oversight. Workflow & Operational Optimization: Streamlined order entry, licensing, commissions, and post-issue workflows across multiple platforms, improving speed, accuracy, and advisor experience. System Transformations: Led major CRM, ERP, and e-application platform initiatives, managing teams of 10–18 and ensuring seamless adoption and reliability. GTM Enablement & Platform Adoption: Directed technology, analytics, and operations strategies to improve advisor adoption, scale distribution, and strengthen enterprise performance. Cross-Functional Leadership: Partnered with Sales, Marketing, IT, Operations, Actuarial, and Compliance teams to translate complex business and regulatory requirements into actionable roadmaps and results.Top 5 Skills - Cross-Functional Team Leadership, Strategic Planning, Enterprise Technology, Data Analytics, Operations ManagementLet’s connect here or at d••••••••@icloud.com.
Experience
Vice President - Sales Development, Analytics, Marketing
Jan 2019 — Present · Austin, TX, US
Leading enterprise GTM enablement, analytics, and platform strategy for annuity and life insurance distribution, partnering with Sales, Marketing, IT, Operations, Actuarial, and Compliance teams. Oversee advisor-facing technology, data, and workflows (CRM, e-applications, DTCC integrations, reporting) to drive scalable adoption, execution, and enterprise visibility. Built and led an 18-person team across Salesforce, e-applications, DTCC/NSCC support, analytics, and marketing, improving GTM execution and advisor adoption. Delivered enterprise dashboards integrating sales, applications, commissions, and workflow data, enabling data-driven operational and strategic decisions. Streamlined platform adoption and operational efficiency through process standardization and automation across multiple distribution channels. Translated business and regulatory requirements into actionable roadmaps, analytics, and enablement strategies. Partnered with compliance and IT to enhance governance, reduce operational risk, and improve cross-functional collaboration.
Education
Morningside University
Bachelor of Science (B.S.), Health and Physical Education/Fitness
1990 — 1994
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