Full-Time

Senior Salesforce Business Analyst

Posted on 9/24/2025

Ethos Life

Ethos Life

501-1,000 employees

Tech-driven online life insurance provider

No salary listed

Bengaluru, Karnataka, India

Hybrid

Category
Business & Strategy (2)
,
Requirements
  • 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.
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.

Ethos Life offers online life insurance with a focus on simplicity and speed. What it does: Ethos provides term and whole life policies through an online platform, using partner carriers to issue coverage. How it works: Potential customers receive instant online quotes and can apply without a medical exam; the platform asks health and lifestyle questions to assess risk, with many applications approved in minutes. Revenue model: Ethos earns commissions on policies sold by its partner carriers. Value adds: Complimentary estate planning tools such as free wills and estate plans for eligible policyholders. How it differs from competitors: It eliminates medical exams, provides a fully online application process, and adds estate planning resources, positioning itself as a tech-driven, customer-friendly alternative in life insurance. The goal: Make life insurance easy to obtain and affordable for individuals and families while providing quick coverage and helpful planning tools.

Company Size

501-1,000

Company Stage

IPO

Headquarters

Austin, Texas

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Liberty Mutual partnership launches white-labelled platform expanding Ethos reach in 2026.
  • IPO at $19 per share on Nasdaq LIFE raises $97.5M valuing firm at $1.2 billion.
  • Banner Life collaboration adds two whole life products launched in under five months.

What critics are saying

  • Liberty Mutual white-label diverts 60-80% direct-to-consumer sales within 6-12 months.
  • NYDFS bans no-exam policies over $1.5M starting July 2026 slashing high-value market.
  • Bestow and Ladder capture share with lower-premium AI underwriting in 12-24 months.

What makes Ethos Life unique

  • Ethos eliminates medical exams using machine learning underwriting engine founded in 2016.
  • Ethos platform issues policies in minutes via online applications for term and whole life.
  • Ethos partners with carriers like Legal & General America and Banner Life for instant coverage.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-1%
Yahoo Finance
Mar 24th, 2026
Ethos and Banner Life launch two whole life insurance products in under five months

Ethos Technologies has expanded its partnership with Banner Life Insurance Company to offer two new Ethos-branded whole life insurance products: Simplified Issue Whole Life and Guaranteed Issue Whole Life. The products will be available through Ethos' technology platform, extending the company's final expense solutions to more families. The collaboration moved from concept to market launch in under five months. Ethos now offers 12 products through its platform, working with carriers including Banner Life, TruStage Financial Group, Ameritas Life Insurance, Protective, North American Sammons and Aflac. The new whole life products will initially be available through select agencies and aim to help families cover end-of-life and other expenses. Both companies emphasised their shared commitment to closing the US life insurance coverage gap through more accessible and affordable solutions.

Yahoo Finance
Mar 3rd, 2026
Citi raises Ethos Technologies price target to $16 on strong Q4 revenue of $110M

Citi has raised its price target on Ethos Technologies Inc. to $16 from $15, maintaining a Buy rating following the company's strong Q4 results. The bank cited sustained operational momentum and acceleration continuing into Q1. Ethos reported Q4 revenue of $110.1 million, beating consensus estimates of $108.32 million, with 65% year-over-year growth. The digital life insurance platform reached 500,000 activated policies, a key milestone for adoption. The company projects fiscal 2026 revenue between $510 million and $514 million, representing approximately 32% year-over-year growth, with adjusted EBITDA of $99 million to $103 million. Founded in 2016, the Austin-based company uses AI and data science to modernise life insurance distribution through a no-medical-exam application process.

Carousel Capital
Feb 4th, 2026
Carousel Capital closes continuation vehicle for Ethos with Dextra Partners

Carousel Capital has closed a continuation vehicle for Ethos, a national provider of tech-enabled insurance claims investigation and medical management solutions. The vehicle is anchored by Dextra Partners, with Carousel Capital Partners VI making a significant investment alongside. Since partnering with Ethos in 2020, Carousel has supported the company's transformation from a specialised investigations provider into an integrated platform offering comprehensive services. Under CEO Micah Smith, Ethos has expanded nationally, completed strategic acquisitions and invested in its proprietary Sightline operating system and AI-enabled tools like Pathfinder. The continuation vehicle will support further technology investment, expansion of medical management offerings and deeper market penetration. Ethos has also established a new senior credit facility led by Freeport Financial, with participation from Apogem Capital and Barings.

Seeking Alpha
Jan 29th, 2026
Ethos IPO prices at $19 per share, raises $97.5M in middle of expected range

Ethos, a life insurance technology platform, priced its initial public offering at $19 per share, the middle of its expected range of $18-$20. The company offered 5.13 million shares of class A stock in the listing.

Yahoo Finance
Jan 29th, 2026
Insurance platform Ethos Technologies, backers raise about $200 million in US IPO

The company and the selling shareholders ‌sold 10.5 million shares at $19 apiece, the midpoint of its targeted range of $18 to $20 a ‌share. The IPO valued Ethos at about $1.2 billion, based on the number of shares outstanding mentioned in its prospectus. Ethos, backed by venture capital firms Accel and Sequoia, said its platform and underwriting engine transform the buying, selling, and ⁠risk management of life ‌insurance, helping customers secure coverage in minutes rather than months.

INACTIVE