About this Junior Revenue Operations Associate role at Ethos Life
About Ethos
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.
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High-impact driven individual who takes the action to advance projects forward and can operate autonomously when given direction
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Comfortable working with CRM tools
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Curiosity exploring new platforms to help us scale our operations
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Focus on building elegant, robust processes, and scalable systems within an agile environment
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1+ year of experience, preferably in Revenue/ Sales Operations
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Maintain and update customer records in our CRM system
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Help optimize CRM workflows and data entry processes
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Work with the team to ensure data accuracy and completeness
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Collaborate with the sales team to provide them with revenue-related information
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Contribute to the development and documentation of revenue-related processes
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Suggest and implement process improvements to enhance efficiency
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Proficiency in Google Sheets and/or Microsoft Excel, with a knowledge of formulas, data manipulation, and reporting
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Experience with SQL for data querying
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Salesforce system admin experience is a plus
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Experience using sales technologies is a plus
Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
We are an equal opportunity employer.. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.
