Sales Strategy & Operations Manager
Job description
About the role
Ethos Life is seeking a motivated professional to join our Revenue Operations team and support our B2C go-to-market efforts. You will manage operational workflows, analyze performance data, and implement systems to help our sales organization scale effectively. In this capacity, you will own the integrity of our revenue data and ensure that insights derived from it drive smarter decision making across the organization. You will act as a systems thinker, connecting people, processes, and technology to remove operational friction and enable predictable execution. The role requires a proactive mindset where you identify gaps, design improvements, and own the end-to-end management of projects from conception to adoption. You will serve as a key partner to sales leadership, translating strategic objectives into operational workflows and performance metrics. This position is critical for maintaining the discipline needed to support rapid growth without sacrificing accuracy or visibility.
Key facts
What you'll do
Monitor data accuracy and process consistency across all revenue functions to safeguard the reliability of performance reporting.
Create and maintain standard operating procedures for Salesforce to track activity and case management with precision and clarity.
Lead end-to-end projects that align with company and revenue organization quarterly goals from initial scoping through execution and review.
Build dashboards and reports to track key revenue metrics and support Quarterly Business Reviews with timely, actionable information.
Analyze data to provide actionable insights that improve sales strategy and operational efficiency, turning complex information into clear recommendations.
Manage the consumer sales technology stack and roadmap, including Salesforce and related tools, to ensure configuration supports business needs.
Own documentation for revenue processes, ensuring that playbooks and procedures reflect the current state and support scalable execution.
Coordinate with cross-functional stakeholders to gather requirements, resolve operational issues, and drive alignment on best practices.
Oversee the integrity of sales pipelines and forecasting to ensure transparency and confidence in revenue projections.
Optimize workflows within telephony and CRM tools to improve the efficiency of sales and support interactions.
Implement quality checks and governance practices to reduce errors and enhance the reliability of system outputs.
Support the Quarterly Business Review process by preparing analyses, visualizations, and narratives that highlight performance trends and outliers.
Champion the use of data-driven decision making by partnering with leaders to test hypotheses and measure the impact of operational changes.
Serve as the day-to-day expert on revenue operations tools and processes, providing guidance and training to internal teams.
Requirements
- 4+ years of total professional experience in fields such as Revenue Operations, Sales Operations, PnL, or Strategy.
- 2+ years of specific experience in a Revenue, Strategy, or Growth function within a B2C environment.
- Proficiency in Excel and SQL for data analysis to manipulate datasets and derive meaningful insights.
- Experience working in high-growth, fast-paced, or ambiguous startup settings where processes evolve rapidly.
- Strong written and verbal communication skills with high attention to detail to ensure clarity and accuracy in all deliverables.
- Ability to manage multiple priorities and deadlines while maintaining a high standard of work under pressure.
- A problem-solving orientation that enables you to diagnose issues, propose solutions, and follow through to implementation.
Nice to have
Tier-1 undergraduate degree or a Tier 1/2 MBA with at least 2 years of post-MBA experience.
Experience as a Salesforce system administrator to manage configurations, workflows, and user support.
Background in configuring sales technologies such as CRM platforms or telephony tools to optimize performance.
Previous experience in B2C or D2C startup environments where agility and ownership are highly valued.
Skills & tools
Salesforce
Hubspot
Excel
SQL
Telephony tools
CRM configuration
Practical notes
Ethos Life is an equal opportunity employer. We encourage candidates to apply even if they do not meet every listed qualification. All official communication will originate from @ethos.com or @getethos.com email addresses; please be aware of potential recruitment scams.