EverHealth - Sales Insights Analyst (Remote, US)
At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 725,000+ customers. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries.
We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here:
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.
Responsibilities
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Own the analytical view of the pre-sale funnel from lead through closed-won.
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Build and maintain funnel conversion reporting (Lead → MQL → SAL → SQL → Closed-Won).
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Identify conversion gaps by product, segment, channel, and rep cohort.
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Develop and maintain pipeline quality scoring based on fit, engagement, deal age, and stage velocity.
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Analyze pipeline velocity and identify stall points.
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Measure inbound and outbound lead quality by source, channel, and campaign.
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Analyze SDR conversion rates and identify top-performer patterns.
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Analyze AE performance, pipeline coverage, velocity, and closed-won rates.
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Perform closed-lost analysis by stage, reason, segment, and competitor.
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Build and maintain the Ideal Customer Profile (ICP) framework.
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Support ICP scoring models and refine lead scoring criteria.
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Analyze segment performance, win rates, ACV, sales cycle, CAC, and time-to-value.
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Build cohort analysis across products, segments, channels, and acquisition periods.
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Support TAM and addressable market analysis using enrichment data.
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Track ICP deviations and identify off-ICP win/loss trends.
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Own the win/loss analysis program, including methodology, reporting, and competitive intelligence.
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Produce recurring win/loss reports and actionable insights for Sales and Product leadership.
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Support GTM planning with funnel benchmarks, quota attainment, capacity modeling, and productivity analysis.
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Leverage AI tools (Claude, ChatGPT, etc.) to accelerate analytics, reporting, and build reusable prompt libraries.
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Build and maintain Salesforce reports and dashboards for funnel, pipeline quality, quota attainment, and self-service analytics.
Skills and Experienceneeded for success in this role:
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2+ years in Sales Analytics, Revenue Operations, Business Intelligence, or GTM Analytics with ownership of recurring reporting and analytical deliverables.
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Strong Salesforce reporting and dashboard experience with knowledge of the SFDC data model and data quality management.
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Advanced Excel skil