Analytics Lead, Customer Insights

Reposted 4 Days Ago
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San Francisco, CA, USA
In-Office
180K-230K Annually
Senior level
Artificial Intelligence • Information Technology • Software
The Role
Define and build core BI views and benchmarks for home-service verticals by working directly with customers. Translate messy operational CRM data into reusable, scalable insights and reports that improve customer performance. Partner with Product and Engineering to deliver production BI and drive company and customer outcomes.
Summary Generated by Built In
About Broccoli AI

Broccoli AI is building the AI operating system for home service businesses.

We work with plumbing, HVAC, roofing, etc. contractors, the people who keep homes running, and replace fragmented tools and manual workflows with AI agents that actually do the work.

Our AI assistants answer phones, book jobs, follow up with customers, and drive revenue, fully integrated into systems like ServiceTitan.

We started by going door-to-door, meeting 100+ contractors, and understanding how these businesses actually run. That shaped everything we've built. Today:

  • Hundreds of contractors use Broccoli to run their front office.

  • We've grown from $0 to millions in ARR in under a year.

  • We're trusted by both single-location operators and the largest PE-backed roll-ups.

  • We've raised $25M+ from Khosla Ventures and Y Combinator.

About the role

This is a hands-on builder role. Home services owners run real, complex businesses across HVAC, roofing, garage doors, lawn care, etc., and almost none of them can see their own operation clearly. When we show a customer their own numbers with a clear story — "half your morning callers hang up before anyone answers, that's $800K a year" — it changes how they run their business. Your job is to own this work and make it scale.

You'll define and create the core views and dashboards that let operators actually run their businesses, and you'll be the one who decides what those insights are. You'll sit with our top customers, learn their operation, and deliver the business intelligence no one else can give them.

You're the founding analytics hire on the Strategy & Analytics team. You'll also own how insights reach customers — the tools and channels for sharing dashboards externally, whether we build in a customer's existing BI or stand up our own.

What you'll do

  • Build customer-facing dashboards and analyses — performance dashboards, revenue deep dives, cross-customer benchmarks.

  • Find the insights that matter. Clean messy operational data, and pull out the two or three numbers that change what an operator does next month.

  • Sit with our customers. This is a customer-facing role: you'll understand their business inside and out — how they book, dispatch, sell, and retain — and deliver the business intelligence no one else can give them.

  • Meet customers in the tools they already use. ServiceTitan dashboards, their own BI, or nothing at all — you build where they'll actually look, and design the delivery channel.

  • Own how insights are delivered at scale. You decide the tooling and architecture for sharing analytics externally.

  • Partner closely with Product and Engineering throughout your role.

What we're looking for

  • 5–10 years of experience in analytics, BI, or data-heavy consulting/product roles with a track record of turning messy operational data into insights that moved the business.

  • You can sit across from a trades business owner, earn their trust fast, and pull out what's actually going on in their operation.

  • Experience delivering analytics to external users — customer-facing reporting, embedded analytics, or client-facing analytical work.

  • Bias toward building. You'd rather ship a rough answer this week than a perfect one next quarter.

  • Customer obsession. You measure yourself by whether the customer is better off, and you do what it takes to make sure they are.

  • Excellent SQL and hands-on dashboard craft, in a BI platform (Looker, Tableau, Sigma, Metabase, Power BI), in code, or both. Tool-agnostic: we care that insights get seen, not which tool they're seen in.

Bonus

  • You've built business intelligence for trades operators, ideally in PE value creation/portfolio ops, or in-house at a multi-site operating business, and you know which numbers run a P&L.

  • Direct experience with ServiceTitan, HouseCallPro, or other CRM data models.

Broccoli is an equal-opportunity employer and complies with all applicable federal, state, and local fair employment practice laws.

Skills Required

  • 6-10+ years experience in consulting, analytics, BI, or product with a track record of turning messy operational data into actionable insights.
  • Ability to sit with trades business owners, earn trust quickly, and extract operational realities.
  • Design and deliver reusable, scalable analytics and core views tailored to different verticals.
  • Bias toward shipping practical solutions quickly rather than perfection.
  • Customer obsession; measure success by customer outcomes and take ownership to improve them.
  • Fluent in SQL.
  • Fluent in at least one production BI tool (Looker, Tableau, Sigma, Metabase).
  • Experience building BI for trades operators or PE portfolio ops (bonus).
  • Direct experience with ServiceTitan, HouseCallPro, or similar CRM data models (bonus).
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The Company
HQ: San Francisco, California
17 Employees

What We Do

Broccoli AI is building the future of customer service for the trades. Our AI voice agents help plumbing, HVAC, and electrical businesses deliver fast, reliable, and empathetic support around the clock. Our mission is simple: to democratize great customer service so every contractor, no matter their size, can give customers the experience they deserve.

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