EverHealth - 销售洞察分析师（远程, 美国）
EverHealth - Sales Insights Analyst (Remote, US)
在EverCommerce [纳斯达克：EVCM]，我们致力于通过定制化的端到端SaaS解决方案，将服务经济数字化，简化并赋能我们的725,000多名客户的日常生活。作为领先的服务电商平台，我们的现代数字和移动应用在家庭与现场服务、健康服务和健康行业领域，为客户提供可预测、知情且便捷的体验。
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我们正在寻找一位Pre-Sales Insights Analyst加入EverHealth。EverHealth通过简化的以用户为中心的软件，简化医疗业务，优化医疗实践的日常运营。合适的软件对实践的健康至关重要，因此我们创建了一个集成的生态系统，包含直观易用的产品，这些产品与提供者开展和扩展业务的方式相契合。
Pre-Sales Insights Analyst是EverHealth收入分析与洞察团队的关键成员，负责从潜在客户到成交的整个售前漏斗的分析工作。该职位向收入分析与洞察经理汇报，与销售、市场和RevOps紧密合作，以提升漏斗表现、管道质量以及市场进入决策。
支持四个EverHealth产品线（DrChrono、CMD、Updox和iSalus），分析师将构建围绕漏斗转化、ICP细分、胜败分析和管道健康的可扩展报告和洞察。该职位将分散的销售数据转化为可操作的见解，帮助管理层识别最佳客户群体，提高转化率，提升预测准确性，并优化市场进入策略。
职责
- 负责从潜在客户到成交的售前漏斗的分析视角。
- 构建并维护漏斗转化报告（潜在客户 → 有效线索 → 合格线索 → 商务洽谈 → 成交）。
- 按产品、客户群体、渠道和销售代表群体识别转化差距。
- 开发并维护基于匹配度、参与度、交易年龄和阶段速度的管道质量评分。
- 分析管道速度并识别停滞点。
- 按来源、渠道和活动衡量内部和外部潜在客户质量。
- 分析销售代表转化率并识别高绩效者的模式。
- 分析销售经理表现、管道
查看英文原文
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 aPre-Sales Insights AnalystatEverHealth.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
- 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.
Skills and Experienceneeded for success in this role:
- 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.
Where:
TheEverCommerceteam is distributed globally, with teams inthe 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 theUnited States - ifyou’reclose 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 toother office locations around North America.
Benefits and Perks(JUST U.S.):
- 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
Compensation: The target base compensation for this positionis $85,000 to $100,000USD yearin mostUS locations. Final offer amounts aredeterminedby multiple factors including location,local market variances, andcandidate experience andexpertise,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!
Originally posted on Himalayas