Associate - Consumer Revenue Operations

About Ethos

Ethos was built to make it faster and easier to get life insurance for the next million families. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. 

We leverage deep technology and data science to streamline the life insurance process, making it more accessible and convenient. Using predictive analytics, we are able to transform a traditionally multi-week process into a modern digital experience for our users that can take just minutes! We’ve issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. Our full-stack technology platform is the backbone of family financial health.

We make getting life insurance easier, faster and better for everyone. 

Our investors include General Catalyst, Sequoia Capital, Accel Partners, Google Ventures, SoftBank, and the investment vehicles of Jay-Z, Kevin Durant, Robert Downey Jr and others. This year, we were named on CB Insights' Global Insurtech 50 list and BuiltIn's Top 100 Midsize Companies in San Francisco. We are scaling quickly and looking for passionate people to protect the next million families! 

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.

NOTE: This will be an extremely High-impact, High-Visibility, Strong Individual Contribution role with a career progression leading to People Management position & responsibilities over time

Roles and responsibilities:

• High-impact self-starter who takes initiative to move projects forward and can operate independently when given direction.
• Enjoys working with tools and getting the most out of them whether that means improving the back-end, managing dashboards & reporting, or optimizing usability
• Gets excited about exploring new platforms that can help us scale our work
• You have scrappy instincts and good judgment. When faced with a new problem, your gut says to get your hands dirty and get it done, but you also know when to step back and re-evaluate
• You know that it takes a village to grow a business so no task is beneath you and you get excited by a variety of projects from troubleshooting a field in Salesforce to helping to plan a GTM team quarterly business get together.
• You want a career in operations and sales, and want to dig in on how to build elegant, robust processes, and scalable systems for a fast-growing, continuously changing company
• You thrive in a small team where you can make a big impact. You are confident in your toolkit and experience, and you also love to pick up new skills and knowledge
• You work collaboratively across disciplines to meet your objectives. When you know a better way, you voice your opinion

Systems & Tools:

• Own the build, troubleshooting & analytics for the Sales Telephony system
• Design, build, and maintain effective call cadences for different customer segments and sales stages
• Collaborate with sales and marketing teams to align call strategies with broader go-to-market initiatives
• Day to day troubleshooting and improvement of the Telephony system basis feedback
• Lead experimentation initiatives to improve call cadence effectiveness.
• Develop hypotheses and test new approaches to maximize engagement and conversion rates
• 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

• 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.

Qualifications and skills:

• Must Have
  • Willingness to work during US Business hours (3:00 PM - 12:00 AM IST)
  • Experience with configuring and using sales technologies (CRM tools like Salesforce, Telephony Tools like Regal.ai)
• Overall 6-8 years of experience, preferably in Revenue/ Sales Operations, PnL, Ops & Strategy or other related fields
• Preferred MBA - with at least 2-4 years of experience post MBA
• Salesforce system admin experience (Not mandatory)
• Good to Have - Experience with analytics & dashboarding tools like SQL, Mode, Tableau, Amplitude etc.  
• Highly motivated, self-directed, team player that can be a jack-of-all-trades.
• 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

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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 who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. 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.