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Posted: 10/8/2026Senior Associate, Planning and Insights
EverCommerceCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, data visualization, and SaaS metrics to drive strategic decision-making and performance analysis. Capable of translating complex data into actionable insights that influence business outcomes and operational planning.
Highest-signal resume keywords
Financial Modeling ExpertiseSaaS Metrics FluencyData Visualization SkillsSQL, Python, or R ProficiencyStrategic Thinking
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- 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 influencing budgeting, roadmap, and quarterly planning
- Identify opportunities through cohort analysis and segmentation
- Develop performance forecasting models with business leadership, 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 across Invoice Simple and Joist leadership as a key analytical partner
- Report to the Director of Planning and Insights
Requirements
What you’ll need- 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
- Deep curiosity about how the business works and willingness to work deeply with functional teams
- Fluency in data grounded in business outcomes
- Statistical rigor and business acumen
- Ability to translate complex data into accessible insights
- Ability to drive decisions through data storytelling
- Ability to work effectively across functions
- Comfort toggling between high-level business framing and tactical insight delivery
- Must be eligible to work without sponsorship
- Ability to travel to company offices as required
Benefits
Comp & perks- 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
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData AnalysisPerformance ForecastingCohort AnalysisSegmentationKPI TrackingOKR ManagementData StorytellingStatistical RigorBusiness Acumen
Soft Skills
Strategic ThinkingDeep CuriosityCross-Functional CollaborationEffective CommunicationTactical Insight Delivery
Tools & Technologies
Business Intelligence ToolsData Visualization Tools
Industry Keywords
High-Growth Startup OperationsBusiness StrategyConsultingPLG Business Models