Senior Associate, Planning and Insights

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About the role

  • Senior Planning and Insights Associate driving KPI reporting, forecasting, and growth insights for EverCommerce’s home-service software brands. Partnering with leadership across Invoice Simple and Joist to guide strategic decisions.

Responsibilities

  • Develop and deliver executive-ready reporting and dashboards
  • Track business KPIs, SaaS metrics, and OKRs
  • 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 with leadership
  • Translate insights into recommendations for budgeting, roadmap, and quarterly planning
  • Identify opportunities through cohort analysis and segmentation
  • Develop performance forecasting models with business leadership and EverPro finance and data teams
  • Evaluate strategic bets, model outcomes, and support prioritization with GTM and Product teams
  • Support leadership decision-making through strategic analysis, business cases, and ad-hoc modeling
  • Partner with product, marketing, and leadership teams across Invoice Simple and Joist
  • Report to the Director of Planning and Insights

Requirements

  • 5+ years of experience in high-growth startup operations, finance, business strategy, or consulting
  • Financial modeling expertise
  • 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
  • Strategic thinker with commercial mindset
  • Curious about how the business works and willing to work deeply with functional teams
  • Fluent in data and grounded in business outcomes
  • Statistical rigor and business acumen
  • Ability to translate complex data into accessible insights
  • Ability to drive decisions through data storytelling
  • Effective cross-functional collaboration
  • Must be eligible to work without sponsorship in Canada

Benefits

  • 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
  • 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

Job title

Job type

Full Time

Experience level

Senior

Salary

CA$130,000 - CA$145,000 per year

Degree requirement

No Education Requirement

Tech skills

PythonSQL

Location requirements

RemoteCanada

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