Sales Strategy & Operations Manager

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 a highly driven, self-starter to join the Revenue Operations team for our B2C go to market teams. This role will be responsible for driving the Consumer Rev Ops team towards operational excellence by being a versatile, dynamic team-player who can wear multiple hats & drive key initiatives across workstreams. You will be a key tactical member of the team, providing insights and analysis to guide our day-to-day decisions along with driving multiple projects that support rapid revenue growth and scalability of our operations.

Duties and Responsibilities:

• Ops & Processes:
• Proactively monitor and strive to maintain high levels of data quality, accuracy, and process consistency across all Revenue Operations functions
• Develop, implement, and maintain standard operating procedures for Salesforce and other systems to ensure the team is keeping up to date on cases, tasks and overall activity goals
• ​​Optimize processes with a view to continually improve how the systems are configured to optimize the efficiency and effectiveness of our sales programs and people
• Drive end to end initiatives aligned with the strategic quarterly goals of the Revenue Org and the company, support strategic projects working internally and cross functionally

• Reporting, Dashboards & Analytics:
• Own creation of reports and dashboards to measure and report on key revenue metrics, and perform deep analyses on the leading, in-process, and lagging indicators to support the revenue organization
• Drive data cleanliness initiatives and support reporting needs for Executive & GTM teams including monthly revenue dashboards and Quarterly Business Reviews
• Turn quantitative analysis and qualitative feedback into actionable insights across the business to improve our processes and strategy
• Systems & Tools:
• Help define and maintain the full marketing to sales funnel process, data, systems and workflows
• Enable & maintain the Consumer Sales system stack and roadmap, with tools like Salesforce and more while always keeping an eye out for what’s the next best thing.

Qualification and Skills:

• 4+ Years of Overall experience, preferably in Revenue/ Sales Operations, PnL, Ops & Strategy or other related fields
• Must Have - 2+ Years of experience in Revenue/ Strategy/ Growth function in B2C
• Preferred - Tier-1 UG/ Tier 1/ 2 MBA (with at least 2 years of experience post MBA)
• Highly Preferred - Salesforce system admin experience, experience with configuring and using sales technologies (e.g. CRM - Salesforce,Hubspot, Telephony Tools etc.)
• Proficient in using analytical tools like Excel, SQL to derive actionable insights from data
• Highly motivated, self-directed, team player that can be a jack-of-all-trades
• Demonstrated capabilities of working in a high growth, ambiguous startup environment
• Comfort with ambiguity, a positive attitude, and a drive to manage projects to completion.
• Comfort with numbers and analysis with a desire to build on analytical skills.
• Exceptional written and oral communication skills.
• High standards of accuracy and strong attention to detail with a drive to get things right.
• Ability to work cross-functionally in a fast paced and dynamic environment - preferably comes with experience in B2C/ D2C startups

#LI-Hybrid

#LI-PP1

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.