Sales Insights Analyst, EverCommerce

• 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

Desirable

• We are looking for a Pre-Sales Insights Analyst at EverHealth
• EverHealth is simplifying the business of healthcare through simplified, user-centric software which streamlines the daily operations of healthcare practices
• The right software can be critical to the health of a practice, and that’s why we’ve created an integrated ecosystem of intuitive, easy to use products that work with how providers run and grow their business
• The Pre-Sales Insights Analyst is a key member of EverHealth's Revenue Analytics & Insights team, responsible for owning analytics across the pre-sales funnel from lead through closed-won
• Reporting to the Revenue Analytics & Insights Manager, this role partners closely with Sales, Marketing, and RevOps to improve funnel performance, pipeline quality, and go-to-market decision-making
• Supporting four EverHealth product lines (DrChrono, CMD, Updox, and iSalus), the analyst will build scalable reporting and insights around funnel conversion, ICP segmentation, win/loss analysis, and pipeline health
• This role transforms fragmented sales data into actionable insights that help leadership identify the best customer segments, improve conversion rates, increase forecast accuracy, and optimize GTM strategy
• 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