EverPro - Revenue Operations Analyst - Planning & Forecasting (Remote, US)
Joist
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: https://careers.evercommerce.com/us/en
EverPro is seeking a highly analytical, business-oriented Revenue Operations Analyst to support Go-To-Market (GTM) planning, forecasting, and performance insights. Reporting to the Director of Planning & Insights, this role blends analytics, forecasting, and planning to provide leadership with clear visibility into performance, risks, and opportunities that support scalable, data-driven growth.
You will own consolidated GTM forecasting inputs and outputs across brands, segments, and motions, serving as a central point of coordination for revenue outlooks and performance expectations. Partnering closely with Sales, Marketing, Customer Success, Finance, and their Operations teams, you will help align assumptions, standardize methodologies, and drive structured operating cadences across the GTM organization.
Responsibilities
- Serve as a key member of the Revenue Operations team, supporting standardization of planning, forecasting, and performance measurements across the GTM organization.
- Own the consolidated GTM forecasts across brands, segments, and motions, including monthly, quarterly, and annual views.
- Manage GTM forecasting and performance cadences, including weekly forecasts, Monthly Business Reviews (MBRs).
- Analyze forecast performance and accuracy, pressure-testing assumptions through historical trends, prior-year comparisons, scenario analysis, and sensitivity modeling to identify risks, gaps, and confidence levels.
- Partner with Finance to align bookings forecasts with revenue expectations and understand downstream impacts on budget, expense planning, and overall financial outlook.
- Support Annual Operating Plan (AOP) and budget planning by building and maintaining models that inform bookings targets, capacity assumptions, productivity expectations, and scenario-based tradeoffs.
- Partner with Sales, Marketing, and Customer Success Operations to consolidate performance inputs, validate assumptions, and surface key drivers impacting results.
- Develop executive-ready narratives, presentations, and analytics that synthesize complex data into clear insights, risks, and decision points.
- Identify gaps in data, process, or inputs and recommend improvements to enhance forecast accuracy, scalability, and GTM alignment.
Skills and Experience needed for success in this role:
- 5 + years of experience in revenue planning, forecasting, Sales Operations, RevOps, or Finance within a SaaS environment. Experience in high-velocity SMB SaaS businesses a plus.
- Bachelor’s degree in Business, Finance, or a related field; or equivalent practical experience.
- Advanced Excel and modeling skills and including capacity models, bookings models, and scenario analysis.
- Understanding of full GTM lifecycle dynamics (Marketing → Sales → Expansion → Churn).
- Strong hands-on experience with Salesforce, including use of forecasting and planning tools such as Salesforce Forecasting, Clari, or similar platforms.
- Strong cross-functional collaboration, sound judgment, and attention to detail, with the ability to communicate insights clearly.
- Ability to synthesize complex data into clear insights for executive audiences.
Where: This is a remote, US based position.
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.
Benefits and 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
Compensation: The target base compensation for this position is $100,000 to $120,000 USD per year and a variable component included 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!
