Senior Business Operations Associate (Annuities)

Ethos Life; New York (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Equity

Generous leave

Paid holidays and time off

Job summary

Ethos Life is seeking a versatile Business Operations Associate to join our fast-growing Annuities team in New York. This generalist role tackles end-to-end projects across Sales, Product, and Compliance, turning vague problems into scalable processes.

You'll own multiple cross-functional initiatives, build data-driven analyses, and help scale the team through hiring support and workflow improvements, all while maintaining a hands-on, roll-up-your-sleeves approach.

Qualifications

• Experience in sales operations or analytically intensive roles.
• Ability to turn messy data into repeatable processes.
• Strong stakeholder communication across levels.

Responsibilities

• Own Cross-Functional Projects End to End with 2-4 initiatives.
• Build the Analysis Leadership needs to decide with clear models and recommendations.
• Support Scaling the Sales Team with hiring and onboarding coordination.
• Document and Improve How We Work with written playbooks and process mapping.
• Coordinate Vendor and Systems Rollouts with Engineering and carriers.
• Help Run the Team’s Operating Cadence and forecasting rituals.
• Get into the weeds when issues arise and build processes so it doesn’t recur.
• Optimize Systems and Data Hygiene by keeping Salesforce workflows clean.

Skills

Cross-Functional Comms

Attention to Detail

Agile Self-Starter

Data Analysis

CRM Admin

Salesforce

Ambiguity Tolerance

5+ Years Experience

Tools

Salesforce

Firelight

Job description

• Ethos is looking for a scrappy, versatile Business Operations Associate to join our fast-growing Annuities team. This is a generalist seat, not a role tied to a single process or queue: one week you might be building the analysis that decides how we staff the next quarter, the next you’re project-managing a launch across Product, Sales, and Compliance, and the week after that you’re in the weeds fixing a broken workflow yourself because it’s blocking the team and there’s no one else to hand it to
• You’ll thrive in this role if you like operating without a script, can move fluidly between spreadsheet and stakeholder conversation, and get genuine satisfaction from turning a messy, undefined problem into a repeatable process. This is a great fit for someone who wants broad exposure to how a fast-scaling business actually runs, and who has the judgment to know when to dive in personally versus when to build the system so no one has to
• Own Cross-Functional Projects End to End. Run point on 2-4 initiatives at a time, partnering with Sales, Product, and Compliance. For example: standing up a pilot program to speed up how a case moves from proposal to funded policy, or coordinating the rollout of a new multi-carrier application tool (e.g. Firelight) across teams
• Build the Analysis Leadership Needs to Decide. Turn incomplete data into clear models and recommendations. For example: quantifying how agents split their time between selling and administrative work, or building stage-by-stage funnel reporting that shows where prospects drop off between first contact and a funded policy
• Support Scaling the Sales Team. Help run the operations behind hiring and onboarding as the team grows — coordinating candidate scheduling for open sales roles, and working with our licensing team to get new agents appointed with carriers
• Document and Improve How We Work. Turn ad hoc, tribal-knowledge processes into clear, written playbooks — for example, mapping the full lead-to-funded-policy journey so anyone on the team can see where a case stands and what happens next
• Coordinate Vendor and Systems Rollouts. Partner with Engineering and our carrier and vendor partners (e.g. Firelight, Annuity Genius) to scope, test, and roll out tools that remove manual work from the sales process
• Help Run the Team’s Operating Cadence. Support recurring rituals like pipeline reviews and forecasting syncs, and help evolve them as the team scales from a handful of agents to a much larger one
• Get Into the Weeds When It Matters. If a case is stuck with a carrier and nobody owns it, or a report needs to exist by tomorrow, you’re the one who picks it up — and then builds the process so it doesn’t happen again
• Optimize Systems and Data Hygiene. Keep Salesforce workflows and required fields clean and enforced so the team’s data can actually be trusted for decisions

Benefits

• Comprehensive benefits packages: Awesome medical dental, vision and as applicable insurance coverage and retirement plans (in the US we offer a 401(k) plan).
• Company Equity: We want you to feel and act like an owner.
• Rest, relax & recharge: We encourage our employees to take time off, in addition to our fully paid global company holiday schedule. When you need time away from work, we have paid and flex time options based on your role and location, and additional paid leave programs.
• Generous leave programs: As well as offering a wide array of leave programs, new parents can take leave with 100% wage replacement. Our healthcare plans offer coverage on family planning and fertility.

Experience with sales technology or order-entry systems (e.g., Firelight) is a plusExcellent Cross-Functional Communicator. Comfortable working with stakeholders at every level, from field agents to executivesExceptional Attention to Detail. Your analyses and documents are clean enough to hand straight to leadershipAgile Self-Starter. You want to own and be accountable for projects from Day 1, and you don’t wait for permission to fix something you’ve noticed is broken5+ Years of Experience. In sales operations, business operations, or an analytically intensive role at either well-established firms or high-growth tech startups. Insurance, annuities, or other regulated-financial-product experience is a plus but not requiredSalesforce or other CRM admin experience is a plusStrong Analytical and Spreadsheet Skills. Able to structure an analysis from incomplete inputs (Excel or Google Sheets) and clearly explain the conclusion and recommendation, not just the numbersComfortable with Ambiguity. You’re energized, not paralyzed, by a fast-changing environment and shifting prioritiesIf 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