Sales Insights Analyst

EverCommerce

Pre-Sales Insights Analyst responsible for analytics across sales funnel at EverHealth. Collaborating with Sales and Marketing to improve conversion rates and pipeline quality.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Sales Analytics and Revenue Operations, with a strong focus on funnel conversion reporting, pipeline quality scoring, and win/loss analysis. Proficient in leveraging AI tools and Salesforce for data-driven insights and continuous improvement in sales performance.

Highest-signal resume keywords

Salesforce ReportingAdvanced Excel SkillsPipeline Quality ScoringB2B SaaS Metrics KnowledgeSQL Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales AnalyticsFunnel Conversion AnalysisPipeline AnalyticsData ModelingWin/Loss AnalysisCohort AnalysisLead ScoringACV AnalysisCAC AnalysisStage Velocity Analysis

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication Skills

Tools & Technologies

SalesforceTableauPower BILookerMetabaseGong6senseBomboraZoomInfoAI Tools

Industry Keywords

B2B SaaSHealthcareHealthTechGTM AnalyticsRevenue Operations

Tech Stack

Tools & technologies

SFDCSQLTableau

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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