Who you are

- 5+ years of experience in high-growth startup operations, finance, business strategy, consulting

- Financial modeling expert highly motivated by solving business problems

- 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

- Deeply curious about how our business works and willing to go deep with functional teams to help them succeed

- Fluent in data but grounded in business outcomes

- Proactive investigator who combines statistical rigor with business acumen

- Natural communicator who can translate complex data into accessible insights

- Exceptional influence builder who can drive decisions through data storytelling

- Team-oriented collaborator who works effectively across functions

- Comfortable toggling between high-level business framing and tactical insight delivery

What the job involves

- The Senior Associate, Planning and Insights role is responsible for developing and driving business reporting and data-driven decision making for Invoice Simple and Joist
- In this role, you will track, analyze and forecast key business metrics to drive actionable insights and make operational decisions

- You will partner with product, marketing and leadership team members to identify growth levers, wins,



and risks before they surface while building performance narratives that influence decisions

- This role serves as a key analytical partner across Invoice Simple and Joist leadership and reports to the Director of Planning and Insights

- Develop and deliver insightful, executive-ready reporting and dashboards. Track business KPIs, SaaS metrics and OKRs

- Partner with Leadership to 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 in partnership with leadership

- Translate insights into explicit, actionable recommendations to influence budgeting, roadmap, and quarterly planning

- Identify opportunities through cohort analysis and segmentation

- Develop performance forecasting models in partnership with business leadership and central EverPro finance and data team members

- Partner with GTM and Product teams to evaluate strategic bets, model outcomes, and support prioritization

- Support leadership decision-making through strategic analysis, business cases, and ad-hoc modeling

Benefits

- Flexibility to work where/how you want – in-office, remote, or hybrid

- Robust health and wellness benefits, including an annual wellness stipend

- Continued investment in your professional development through Udemy

- 401k with company match

- Flexible and generous paid time off

- Employee Stock Purchase Program

📌 Senior Planning and Insights Associate (Canada)
🏢 EverCommerce
📍 Canada