Senior Salesforce Business Analyst

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

The Sr. Salesforce Business Systems Analyst will work closely with Sales, Customer Success, and other cross-functional teams to provide the first level of support for Salesforce and integrated apps. As a Sr. Salesforce Business Systems Analyst, you will be expected to review, prioritize, troubleshoot, and/or escalate issues reported by end users. Also, you will play a critical role in maintaining our Salesforce org and integrated Sales apps, supporting end users, and ensuring smooth operations of our business processes. The ideal candidate should possess strong analytical skills, excellent communication abilities, and a solid understanding of Salesforce administration.

Duties And Responsibilities

• Perform Salesforce administrative tasks, including but not limited to, user management, security settings, Lightning page configurations, reports and dashboards.
• Create and maintain Salesforce Flows to support business needs.
• Collaborate with cross-functional teams to configure and customize Salesforce features and functionalities.
• Provide prompt and efficient support to end users regarding Salesforce usage, troubleshooting issues, and resolving technical problems.
• Serve as a primary point of contact for user inquiries, clarifications, and escalations related to Salesforce.
• Understand business priorities and effectively prioritize tasks and requests.
• Determine when to say no or recommend alternative solutions based on feasibility, resource constraints, or alignment with business objectives.
• Engage and manage relationships with stakeholders at all levels, including business users, IT teams, and management.
• Collaborate with stakeholders to understand their needs, gather requirements, and ensure alignment between business goals and system capabilities.
• Analyze business requirements and collaborate with stakeholders to identify system enhancement opportunities.
• Evaluate potential solutions, assess their feasibility, and present comprehensive analyses of pros and cons.
• Create and manage Jira tickets for Salesforce-related issues, enhancements, and change requests.
• Collaborate with development teams, track ticket progress, and ensure timely resolution of issues.
  
  

Expected Qualifications and Skills:  

• 3+ years as a Salesforce Business Systems Analyst or similar role.
• Knowledge of Salesforce Sales and Service Cloud administration, configuration, data structures, object relationships, and best practices.
• Current Salesforce Admin certification, plus at least one additional more advanced certification (e.g. Advanced Admin, Platform App Builder, Service Cloud Consultant, etc.)
• Proficiency in data import tools and techniques within Salesforce (e.g., Salesforce Data Import Wizard, Data Loader, or third-party tools).
• Experience with at least two Sales and/or Customer Success Operations tools.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to manage stakeholders effectively and navigate challenging situations.
• Detail-oriented with a focus on accuracy and quality.
• Strong organizational and time management abilities.
• Proficiency in creating and managing Jira tickets.
• Familiarity with other business systems and integrations.
  
  

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.

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