Senior Associate, Planning and Insights

This is a fully remote position, open to applicants in Canada.

📋 Description

• Create and present executive-level reporting and dashboards.

• Monitor business KPIs, SaaS metrics, and OKRs.

• Evaluate performance pertaining to new logo acquisition, upsell/cross-sell, and churn rates.

• Facilitate regular operational reviews with the leadership team.

• Simplify complex signals into clear, actionable insights.

• Develop performance narratives in collaboration with leadership.

• Convert insights into recommendations for budgeting, strategic roadmaps, and quarterly planning.

• Discover opportunities through cohort analysis and segmentation strategies.

• Create performance forecasting models in partnership with business leadership and the EverPro finance and data teams.

• Assess strategic initiatives, model potential outcomes, and assist in prioritization with the GTM and Product teams.

• Aid leadership in decision-making through strategic analysis, business cases, and ad-hoc modeling.

• Collaborate with product, marketing, and leadership teams across Invoice Simple and Joist.

• Report directly to the Director of Planning and Insights.

⛳️ Requirements

• A minimum of 5 years of experience in operations, finance, business strategy, or consulting within high-growth startups.

• Expertise in financial modeling.

• Proficient understanding of SaaS metrics and KPIs.

• Skilled in data visualization and business intelligence tools.

• Experience with SQL, Python, or R for data manipulation and analysis.

• A proven history of driving growth through data-driven decisions.

• Experience with PLG business models is highly regarded.

• Strategic mindset with a commercial approach.

• Inquisitive about business operations and willing to engage deeply with functional teams.

• Fluent in data with a strong focus on business outcomes.

• Possess statistical rigor and business acumen.

• Capable of translating complex data into understandable insights.

• Proficient in driving decisions through data storytelling.

• Effective in cross-functional collaboration.

• Must be eligible to work in Canada without sponsorship.

🏝️ Benefits

• Flexibility to work in a way that suits you within your country of employment – whether in-office, remote, or hybrid.

• Comprehensive wellness benefits, including an annual wellness stipend.

• Three weeks of vacation to start.

• A paid volunteer day of your choice.

• Two floating holidays to celebrate significant occasions.

• Ongoing investment in your professional development.

• Employee Stock Purchase Program.

• Registered Retirement Savings Plan (RRSP) with a 4% company match.