EverPro - Customer Data & Insights Analyst

EverCommerce is seeking a Customer Data & Insights Analyst to build and manage data infrastructure, dashboards, forecasting models, and health scoring systems to support customer success, implementation, and support teams. The role involves working closely with Revenue Operations, Finance, and Data Analytics teams to enable data-driven decision-making across multiple product brands.

Location: Remote (US)

Salary: $105,000–$130,000 USD per year

Responsibilities

• Build and maintain the single source of truth for GRR, NRR, MRR churn, and expansion metrics
• Align data definitions for key metrics across Finance, Sales, CX, and Analytics teams to ensure single sources of truth
• Deliver daily, weekly, and monthly reporting rhythms aligned to CX and Finance needs
• Partner with Data Analytics teams to align churn revenue processes across all product lines and close existing gaps
• Design and maintain customer health scoring models that surface at-risk accounts early
• Integrate health score signals into CX leadership reporting and renewal workflows
• Build predictive churn models as data coverage matures
• Own the CX analytics stack: build, maintain, and improve dashboards across Salesforce, Power BI, GuideCX and Customer Success Platforms
• Partner with RevOps to align CX reporting to the broader revenue intelligence infrastructure
• Define data quality standards and drive remediation when source data is incomplete or inconsistent
• Support cross-functional strategic initiatives with data analysis, model inputs, and reporting deliverables
• Provide analytical support for annual planning, headcount modeling, and capacity forecasting
• Synthesize trends across CS, Implementation, and Support into executive-level insights

Requirements

• 5+ years of experience in analytics, business intelligence, or revenue/CS operations at a B2B SaaS company
• Deep proficiency in tools like Power BI, SQL, and Excel — you independently write complex queries and troubleshoot data discrepancies
• Strong working knowledge of SaaS retention metrics: GRR, NRR, MRR, churn, expansion
• Experience building or maintaining customer health scoring models
• Proven ability to work with incomplete, or fragmented data, and to build reliable reporting from it
• Comfort operating in ambiguity: you can assess a problem, form a hypothesis, and make progress without waiting for perfect conditions
• Strong communication skills — you can translate complex data findings for non-technical CX and executive audiences

Benefits

• 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