EverHealth - Sales Insights Analyst (Remote, US)

EverCommerce

3d • $85,000 - $100,000 • Remote

About The Position

The Pre-Sales Insights Analyst is a member of EverHealth's Revenue Analytics & Insights team and owns analytics across the pre-sales funnel from lead through closed-won. Reporting to the Revenue Analytics & Insights Manager, the analyst partners 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 role develops scalable reporting and insights on funnel conversion, Ideal Customer Profile (ICP) segmentation, win/loss analysis, and pipeline health. The analyst turns fragmented sales data into actionable insights to help leadership identify promising customer segments, improve conversion rates, increase forecast accuracy, and optimize go-to-market strategy. The role may be based anywhere in the United States and may require travel to the corporate headquarters in Denver or other North American offices.

Requirements

• At least 2 years of experience in Sales Analytics, Revenue Operations, Business Intelligence, or GTM Analytics, with ownership of recurring reporting and analytical deliverables.
• Strong Salesforce reporting and dashboard experience, including knowledge of the SFDC data model and data quality management.
• Advanced Excel skills, including Pivot Tables, XLOOKUP, formulas, and 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.
• Comfort working with imperfect data and driving continuous improvements.
• Excellent written and verbal communication skills, including experience presenting insights to business leaders.
• Experience using AI/LLM tools such as ChatGPT or Claude to improve analytics and reporting workflows.
• Must be eligible to work without sponsorship in the United States.

Nice To Haves

• Experience with ICP analysis, pipeline quality scoring, or win/loss analysis.
• Knowledge of B2B SaaS metrics, including MQL, SQL, ACV, CAC, pipeline coverage, and sales-cycle analytics.
• Healthcare or HealthTech experience.
• Experience with BI tools such as Tableau, Power BI, Looker, or Metabase.
• SQL proficiency for self-service analysis.
• Experience with CRM enrichment or sales intelligence tools such as Gong, 6sense, Bombora, or ZoomInfo.
• Familiarity with prompt engineering and AI-assisted analytics, including AI agents or workflow automation.

Responsibilities

• Own analytics for the pre-sales funnel from lead through closed-won.
• Build and maintain funnel conversion reporting across Lead, MQL, SAL, SQL, and Closed-Won stages.
• Identify conversion gaps by product, segment, channel, and sales-representative cohort.
• Develop and maintain pipeline quality scoring based on fit, engagement, deal age, and stage velocity.
• Analyze pipeline velocity and identify stalled deals or stages.
• Measure inbound and outbound lead quality by source, channel, and campaign.
• Analyze SDR conversion rates and identify patterns among top performers.
• Analyze AE performance, pipeline coverage, velocity, and closed-won rates.
• Analyze closed-lost outcomes by stage, reason, segment, and competitor.
• Build and maintain the Ideal Customer Profile framework and support ICP scoring models and lead-scoring criteria.
• Analyze segment performance, win rates, ACV, sales cycle, CAC, and time-to-value.
• Build cohort analyses 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 its methodology, reporting, and competitive intelligence.
• Produce recurring win/loss reports and actionable insights for Sales and Product leadership.
• Support go-to-market planning with funnel benchmarks, quota attainment, capacity modeling, and productivity analysis.
• Use AI tools such as Claude and ChatGPT to accelerate analytics and reporting and develop reusable prompt libraries.
• Build and maintain Salesforce reports and dashboards for funnel performance, pipeline quality, quota attainment, and self-service analytics.

Benefits

• Continued investment in professional development.
• Day 1 access to health and wellness benefits, including an annual wellness stipend.
• 401(k) with up to a 4% match and immediate vesting.
• Flexible and generous FTO time off.
• Employee Stock Purchase Program.
• Flexibility to work in-office, remotely, or in a hybrid arrangement within the country of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed