Senior Salesforce Business Systems Analyst at Ethos Life

Bengaluru, Karnataka, India

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurtech, InsuranceIndustries

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, Dataloader)
Strong analytical skills
Excellent communication abilities
Solid understanding of Salesforce administration

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
Review, prioritize, troubleshoot, and/or escalate issues reported by end users

Skills

Salesforce

Salesforce Administration

Business Systems Analysis

Troubleshooting

Sales Processes

Customer Success

CRM

Process Maintenance

User Support

Analytical Skills

Ethos Life

Online life insurance with no medical exams

About Ethos Life

Ethos Life provides life insurance solutions through a fully online platform, making it easier for individuals and families to obtain coverage without the need for medical exams. The application process is streamlined, allowing potential clients to receive instant quotes and often get approved within minutes by answering specific health and lifestyle questions. This approach contrasts with traditional life insurance methods, which can be lengthy and cumbersome. Ethos Life sells term and whole life insurance policies through partner carriers and earns commissions on these sales. Additionally, the company offers complimentary estate planning tools, such as free wills, to enhance the customer experience and set itself apart from competitors. The goal of Ethos Life is to provide straightforward and affordable life insurance options while simplifying the overall process for its customers.

Austin, TexasHeadquarters

2016Year Founded

$395.4MTotal Funding

SERIES_DCompany Stage

Financial ServicesIndustries

501-1,000Employees

Risks

Departure of key executives like CFO Anan Kashyap may affect financial strategy.

Class action lawsuit under Illinois genetic privacy law could harm Ethos's reputation.

Recent layoffs may indicate financial strain, affecting employee morale and performance.

Differentiation

Ethos Life offers a fully online life insurance application process, eliminating medical exams.

The company provides complimentary estate planning tools, enhancing customer value and experience.

Ethos partners with major insurers like Legal & General America to ensure policy reliability.

Upsides

Growing demand for no-exam life insurance policies boosts Ethos's market potential.

Increased consumer interest in digital insurance solutions aligns with Ethos's tech-driven model.

Partnerships with companies like Ameritas expand Ethos's product offerings and market reach.

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