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 at EverCommerce.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 role is responsible for developing and driving business reporting and data-driven decision making for Invoice Simple and Joist. In this role, you will track, analyze and forecast key business metrics to drive actionable insights and make operational decisions. You will partner with product, marketing and leadership team members to identify growth 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
Lead regular operational reviews with leadership; distill complex signals into crisp, actionable insights
Build performance narratives in partnership with leadership
Translate insights into clear, actionable recommendations to influence budgeting, roadmap, and quarterly planning
Identify opportunities through cohort analysis and segmentation
Develop performance forecasting models in partnership with business leadership and central EverPro finance 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 in high-growth startup operations, finance, business strategy, consulting
Financial modeling expert highly motivated by solving business problems
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
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…