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.
About the role
Ethos is looking for an entry level highly enthusiastic resource to join the Revenue Operations team. You will be responsible for guiding the Consumer Rev Ops team towards operational excellence by being a versatile dynamic team-player who can successfully execute day-to-day tasks related to the Rev Ops function. You thrive in a small team where you can make a big impact and will work collaboratively across disciplines to meet your objectives.
Duties and Responsibilities:
High-impact driven individual who takes the action to advance projects forward and can operate autonomously when given direction
Comfortable working with CRM tools
Curiosity exploring new platforms to help us scale our operations
Focus on building elegant robust processes and scalable systems within an agile environment
Qualification and Skills:
1 year of experience preferably in Revenue/ Sales Operations
Maintain and update customer records in our CRM system
Help optimize CRM workflows and data entry processes
Work with the team to ensure data accuracy and completeness
Collaborate with the sales team to provide them with revenue-related information
Contribute to the development and documentation of revenue-related processes
Suggest and implement process improvements to enhance efficiency
Proficiency in Google Sheets and/or Microsoft Excel with a knowledge of formulas data manipulation and reporting
Experience with SQL for data querying
Salesforce system admin experience is a plus
Experience using sales technologies is a plus
#LI-Hybrid
#LI-PA1
Dont meet every single requirement If youre excited about this role but your past experience doesnt 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.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ or @. 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.
Required Experience:
Junior IC
About EthosEthos 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 carr...
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.
About the role
Ethos is looking for an entry level highly enthusiastic resource to join the Revenue Operations team. You will be responsible for guiding the Consumer Rev Ops team towards operational excellence by being a versatile dynamic team-player who can successfully execute day-to-day tasks related to the Rev Ops function. You thrive in a small team where you can make a big impact and will work collaboratively across disciplines to meet your objectives.
Duties and Responsibilities:
High-impact driven individual who takes the action to advance projects forward and can operate autonomously when given direction
Comfortable working with CRM tools
Curiosity exploring new platforms to help us scale our operations
Focus on building elegant robust processes and scalable systems within an agile environment
Qualification and Skills:
1 year of experience preferably in Revenue/ Sales Operations
Maintain and update customer records in our CRM system
Help optimize CRM workflows and data entry processes
Work with the team to ensure data accuracy and completeness
Collaborate with the sales team to provide them with revenue-related information
Contribute to the development and documentation of revenue-related processes
Suggest and implement process improvements to enhance efficiency
Proficiency in Google Sheets and/or Microsoft Excel with a knowledge of formulas data manipulation and reporting
Experience with SQL for data querying
Salesforce system admin experience is a plus
Experience using sales technologies is a plus
#LI-Hybrid
#LI-PA1
Dont meet every single requirement If youre excited about this role but your past experience doesnt 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.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ or @. 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.
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