EverHealth - Sales Insights Analyst

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

• 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.

• 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.

Preferred

• 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 (Gong, 6sense, Bombora, ZoomInfo, etc.).
• Familiarity with prompt engineering and AI-assisted analytics, including AI agents or workflow automation.

• Flexibility to work where/how you want within your country of employment - in-office, remote, or hybrid

• Continued investment in your professional development

• Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.

• 401k with up to a 4% match and immediate vesting

• Flexible and generous (FTO) time-off

• Employee Stock Purchase Program, The target base compensation for this position is $85,000 to $100,000 USD year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

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Own pre-sales funnel analytics from lead to closed-won for EverHealth products. Build funnel conversion and pipeline-quality reporting, ICP and win/loss analysis, cohort and TAM analyses, Salesforce dashboards, and actionable insights for Sales, Marketing, and RevOps. Use AI tools to accelerate reporting and support GTM planning, quota modeling, and competitive intelligence. The summary above was generated by AI

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 745,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com.

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: https://www.evercommerce.com/about-us/careers/

EverHealth, a business within EverCommerce, provides modern end-to-end solutions for healthcare providers. Our open, connected ecosystem of solutions and services helps providers engage patients, increase revenue, improve business efficiency, and remain market competitive. We serve 72,000 healthcare practices and counting. EverHealth consists of five SaaS products; DrChrono, iSalus, CollaborateMD, Updox, and MDTec, combined these products offer end to end solutions for the health care industry., The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States - if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America.