Senior Associate, Planning and Insights

EverCommerce

. Develop and deliver executive-ready reporting and dashboards .

Posted 10/22/2026full-timeRemote • CanadaSenior💰 CA$130,000 - CA$145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, data visualization, and SaaS metrics to drive strategic decision-making and performance analysis. Proven ability to translate complex data into actionable insights and collaborate effectively across functional teams.

Highest-signal resume keywords

Financial Modeling ExpertiseSaaS Metrics FluencyData Visualization SkillsSQL, Python, or R ProficiencyStrategic Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisPerformance ForecastingCohort AnalysisSegmentationKPI TrackingOKR ManagementData StorytellingStatistical RigorBusiness Acumen

Soft Skills

Effective CollaborationCuriosityStrategic Mindset

Tools & Technologies

Business Intelligence ToolsData Visualization Tools

Industry Keywords

High-Growth Startup OperationsBusiness StrategyConsultingPLG Business Models

Tech Stack

Tools & technologies

PythonSQL

About 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 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

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
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

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
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