Senior Planning & Insights Analyst - Remote

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, 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.