Teams at MERGE

Supports client accounts through budgeting, forecasting, revenue recognition, profitability management, financial modeling, and analysis. Reviews statements of work and pricing proposals, monitors compliance with accounting standards, and prepares recurring revenue forecasts. Partners with Client Service and Operations to translate financial insights into recommendations and ensure financial performance aligns with contracts and profitability targets.

Serve as the primary finance partner for client accounts by managing budgets, forecasts, revenue recognition, financial models, and profitability analysis. Review statements of work and pricing proposals, monitor compliance with accounting standards, and prepare client-level revenue forecasts. Partner with client service and operations teams to provide actionable financial insights and recommendations while supporting accurate reporting and effective financial performance management.

Lead Marketo Engage implementations and configure advanced marketing automation programs, including campaigns, landing pages, nurture programs, segmentation, lead scoring, lifecycle management, integrations, and quality assurance. Collaborate with clients, architects, data engineering, and stakeholders on requirements, technical designs, governance, roadmaps, and program execution. Evaluate AI-driven marketing technology capabilities, identify implementation risks, and provide strategic recommendations while developing toward an architect-level role.