
201 - 500 employees
Founded 2006
💼 Consulting
🏥 Healthcare
📚 Education
💰 $425M Private Equity Round on 2021-11
Consulting • Healthcare • Education
Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $90k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Business Analyst
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201 - 500 employees
Founded 2006
💼 Consulting
🏥 Healthcare
📚 Education
💰 $425M Private Equity Round on 2021-11
Consulting • Healthcare • Education
Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.
• Build and maintain a scorecard covering qualified traffic, acquisition spend, signup, purchase, activation, new customers, and new ARR • Analyze performance by channel, campaign, customer segment, and cohort, including conversion, acquisition cost, customer quality, and payback • Identify friction in the website, pricing, signup, checkout, and early product experience • Evaluate whether changes improve conversion and downstream retention • Track customer and ARR retention by cohort, product, contract term, health, and segment • Explain churn, contraction, reactivation, pricing, and expansion through a consistent ARR bridge • Combine product use, support, billing, and engagement signals to identify at-risk customers and adoption opportunities • Measure retention programs against appropriate comparison groups • Identify and size opportunities for seat growth, upgrades, cross-sell, and upsell • Measure conversion, expansion ARR, and subsequent customer health • Use SQL and Databricks to develop reliable customer-level analyses • Partner with data teams on definitions, data quality, and reusable datasets • Build dashboards and forecasts showing performance across the self-serve customer journey • Explain changes to business stakeholders • Evaluate experiments, automated journeys, and agentic programs • Surface qualified digital intent signals for sales teams and measure sales-assisted handoff outcomes, especially for upsell motion
• 4+ years of experience in business intelligence, growth analytics, product analytics, or a related analytical role • Experience in digital self-serve or SMB SaaS strongly preferred • Strong SQL skills • Experience analyzing customer-level data in a cloud data platform such as Databricks • Experience with digital funnels, product event data, cohorts, dashboards, and experiment measurement • Working knowledge of SaaS measures including ARR, GRR, NRR, churn, expansion, customer acquisition cost, and lifetime value • Ability to explain findings in clear business terms • Helpful: Pendo or similar product analytics platform; Zuora, Salesforce, web analytics, and a BI tool • Helpful: churn or expansion propensity analysis, pricing measurement, or evaluation of automated customer journeys
• 5% variable bonus based on company and individual performance • Equal opportunity employer committed to equitable hiring and diversity
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