Sales Insights Analyst

Job not on LinkedIn

🔥 34 minutes ago

🇺🇸 United States – Remote

💵 $85k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Business Analyst

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EverCommerce

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2016

🏥 Healthcare

💼 Consulting

📦 Logistics

💰 Private Equity Round on 2019-07

Healthcare • Consulting • Logistics

EverCommerce is the leading service commerce platform, providing vertically-tailored, integrated SaaS solutions to over 500,000 global service-based businesses. Established in 2016, EverCommerce offers software solutions that help businesses market their services, streamline day-to-day operations, and enhance customer engagement. The company specializes in powering the service economy with digital transformation across multiple industries, including Home & Field Services, Health Services, and Fitness & Wellness. EverCommerce's technology aims to accelerate growth, improve operations, and increase retention for small and medium-sized businesses, transforming the way they interact with customers through modern digital and mobile applications.

📋 Description

• Own the analytical view of the pre-sale funnel from lead through closed-won. • Build and maintain funnel conversion reporting (Lead → MQL → SAL → SQL → Closed-Won). • Identify conversion gaps by product, segment, channel, and rep cohort. • Develop and maintain pipeline quality scoring based on fit, engagement, deal age, and stage velocity. • Analyze pipeline velocity and identify stall points. • Measure inbound and outbound lead quality by source, channel, and campaign. • Analyze SDR conversion rates and identify top-performer patterns. • Analyze AE performance, pipeline coverage, velocity, and closed-won rates. • Perform closed-lost analysis by stage, reason, segment, and competitor. • Build and maintain the Ideal Customer Profile (ICP) framework. • Support ICP scoring models and refine lead scoring criteria. • Analyze segment performance, win rates, ACV, sales cycle, CAC, and time-to-value. • Build cohort analysis across products, segments, channels, and acquisition periods. • Support TAM and addressable market analysis using enrichment data. • Track ICP deviations and identify off-ICP win/loss trends. • Own the win/loss analysis program, including methodology, reporting, and competitive intelligence. • Produce recurring win/loss reports and actionable insights for Sales and Product leadership. • Support GTM planning with funnel benchmarks, quota attainment, capacity modeling, and productivity analysis. • Leverage AI tools (Claude, ChatGPT, etc.) to accelerate analytics, reporting, and build reusable prompt libraries. • Build and maintain Salesforce reports and dashboards for funnel, pipeline quality, quota attainment, and self-service analytics.

🎯 Requirements

• 2+ years in Sales Analytics, Revenue Operations, Business Intelligence, or GTM Analytics with ownership of recurring reporting and analytical deliverables. • Strong Salesforce reporting and dashboard experience with knowledge of the SFDC data model and data quality management. • Advanced Excel skills (Pivot Tables, XLOOKUP, formulas, data modeling). • Experience building funnel, conversion, and pipeline analytics, including stage conversion and drop-off analysis. • Strong analytical and problem-solving skills with the ability to translate business questions into actionable insights. • Comfortable working with imperfect data and driving continuous improvements. • Excellent written and verbal communication skills with experience presenting insights to business leaders. • Experience using AI/LLM tools (e.g., ChatGPT, Claude) to improve analytics and reporting workflows. • Preferred Experience with ICP analysis, pipeline quality scoring, or win/loss analysis. • Knowledge of B2B SaaS metrics including MQL, SQL, ACV, CAC, pipeline coverage, and sales cycle analytics. • Healthcare or HealthTech experience. • Experience with BI tools such as Tableau, Power BI, Looker, or Metabase. • SQL proficiency for self-service analysis. • Experience with CRM enrichment or sales intelligence tools (Gong, 6sense, Bombora, ZoomInfo, etc.). • Familiarity with prompt engineering and AI-assisted analytics, including AI agents or workflow automation.

🏖️ Benefits

• Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid • Continued investment in your professional development • Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend. • 401k with up to a 4% match and immediate vesting • Flexible and generous (FTO) time-off • Employee Stock Purchase Program