EverPro - Senior Associate, Planning and Insights (Remote, Ontario/Canada)

EverCommerce; United States; Remote; USD 93,000 - 104,000; Full time

Benefits offered by this job

Flexibility to work remote/hybrid

Wellness stipend

3 weeks vacation + floating holidays

Professional development

Employee Stock Purchase Program

RRSP with 4% company match

Job summary

EverCommerce, a leading service commerce platform, seeks a Senior Associate, Planning and Insights to build reporting, forecast key metrics, and drive data-informed decisions across Invoice Simple and Joist. You will partner with product, marketing, and leadership to identify growth levers, risks, and actionable insights.

You will collaborate with GTM and Product teams, develop forecasting models, and support leadership decision-making with strategic analyses and ad-hoc modeling.

Qualifications

• 5+ years of experience in high-growth startup operations, finance, business strategy, consulting.
• Financial modeling expertise and problem-solving focus.
• Fluency with SaaS metrics and KPIs.
• Expertise in data visualization and business intelligence tools.
• Experience with SQL, Python, or R for data manipulation and analysis.
• Proven track record of driving growth through data-informed decisions.
• Experience with PLG business models highly valued

Responsibilities

• Develop and deliver executive-ready reporting and dashboards for KPIs, SaaS metrics, and OKRs.
• Partner with leadership to analyze performance across new logo acquisition, upsell/cross-sell, and churn.
• Lead regular operational reviews with leadership and distill complex signals into actionable insights.
• Build performance narratives with leadership to inform budgeting, roadmap, and quarterly planning.
• Translate insights into recommendations to influence decisions.

Skills

Data visualization

SaaS metrics

SQL

Python

R

Data storytelling

Data-driven decisions

Tools

SQL

Python

R

Job description

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 690,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more atEverCommerce.com.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/

EverPro, a business within EverCommerce, provides software and solutions designed to help home and field service businesses run and grow their companies with greater efficiency and confidence. EverPro brings together purpose-built tools across key trades—including field service, remodeling and roofing, landscaping, and pest and lawn—so service professionals can manage operations, engage customers, and drive long-term growth.

Our solutions support the full lifecycle of running a service business, from scheduling and dispatching work, to estimating, invoicing, and payments, to customer communication, reputation management, and business insights. Together, these connected solutions help service pros win more jobs, save time, and build stronger, more resilient businesses.

The Senior Associate, Planning and Insights roleis responsible fordeveloping and driving business reporting and data-driven decision making for Invoice Simple and Joist. In this role, youwilltrack,analyzeand forecast key business metrics to drive actionable insights and make operational decisions. You Will partner with product, marketing and leadership team members toidentifygrowth levers, wins, and risks before they surface while building performance narratives that influence decisions. This role serves as a key analytical partner across Invoice Simple and Joist leadership and reports to the Director of Planning and Insights.

Key Responsibilities:

• Develop and deliver insightful, executive-ready reporting and dashboards.Track business KPIs, SaaS metrics and OKRs

• Partner with Leadership to analyze performance across new logo acquisition, upsell/cross-sell, and churn

• Leadregularoperational reviews with leadership; distill complex signals into crisp, actionable insights

• Build performance narratives in partnership with leadership

• Translate insights into clear, actionable recommendations to influencebudgeting, roadmap, and quarterly planning

• Identifyopportunities through cohort analysis and segmentation

• Develop performance forecasting models in partnership with business leadership and centralEverProfinance and data team members

• Partner with GTM and Product teams to evaluate strategic bets, model outcomes, and support prioritization

• Support leadership decision-making through strategic analysis, business cases, and ad-hoc modeling
  

Qualifications:

• 5+ years of experience inhigh-growthstartupoperations,finance, business strategy, consulting

• Financial modeling expert highly motivated by solving business problems

• Fluency with SaaS metrics and KPIs

• Expertise indata visualization and business intelligence tools.

• Experience with SQL, Python, or R for data manipulation and analysis.

• Proventrack recordof driving growth through data-informed decisions.

• Experience with PLG business models highly valued

Personal Characteristics:

• Strategic thinker with commercial mindset

• Deeply curious about how our business works and willing to go deep with functional teams to help them succeed

• Fluent in data but grounded in business outcomes.

• Proactive investigator who combines statistical rigor with business acumen.

• Natural communicator who can translate complex data into accessible insights.

• Exceptional influencebuilderwho can drive decisions through data storytelling.

• Team-oriented collaborator who works effectively across functions.

• Comfortable toggling between high-level business framing and tactical insight delivery

Where : Remote, Ontario/Canada

TheEverCommerceteam is distributed globally, with teams in the U.S., Canada, the U.K., New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones.This role can be based anywhere in Canada- ifyou’reclose to one of our offices, we can set you up in-office or you can work 100% remotely.Ideally, the candidate is based in the Greater Toronto Area. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, our Toronto office, Vancouver office, or to other office locations around North America.

Benefits & Perks

• Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid

• Robust wellness benefits, including an annual wellness stipend

• 3 weeks of vacation to start, a paid volunteer day of your choosing, plus 2 floating holidays to celebrate anything of significance to you

• Continued investment in your professional development

• Employee Stock Purchase Program

• Registered Retirement Savings Plan (RRSP) with 4% company match

Compensation

The target base compensation for this position is $130,000 to $145,000 CAD per year in most locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

EverCommerce uses approved artificial intelligence ("AI") tools to support its business operations. Employees are encouraged to use authorized AI tools, when appropriate for their roles, to improve efficiency, quality, and innovation. All AI use must comply with company policies, including requirements concerning confidentiality, data security, intellectual property, accuracy, and human review. Employees remain responsible for reviewing and validating AI-assisted work.