Workflow Automation Analyst

About Ethos

Ethos (Nasdaq: $LIFE) is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the role

Creating a world-class customer experience is critical to Ethos’s mission. We’re looking for a Workflow Automations Analyst to help our Revenue teams improve how work gets done across Ethos. In this role, you’ll map and redesign business processes, then build the workflows and AI-enabled data pipelines that make them more efficient and scalable. You’ll be tasked with solutioning and enabling internal systems, with a focus on reliable operations and measurable customer impact.

Duties and Responsibilities:

• Partner with cross-functional leaders to map, analyze, and redesign business processes for efficiency, scale, and customer impact.
• Translate operational needs into workflow requirements, including business logic, data flows, integrations, and success criteria.
• Use analytics to drive decisions, prioritize solutions, measure automation impact, investigate failures, and identify opportunities to improve or extend existing workflows.
• Build, test, and deploy workflow automations using tools such as Zapier, n8n, CRM workflows, and AI-driven components.
• Build AI-enabled data pipelines for use cases such as intent tagging and transcript summarization across products.
• Establish QA, UAT, monitoring, and documentation practices so automations run reliably and securely.
• Manage a Jira sprint board with epics, stories, tasks and dependencies.
• Maintain clear documentation of requirements, data flows, implemented automations, and their outcomes.
• Mentor more junior team members and regularly review automations.

Qualifications and Skills:

• 3+ years hands-on experience designing, building, testing, and maintaining workflow automations using Zapier, n8n, Make, CRM workflows, or similar tools.
• Experience mapping business processes and translating operational problems into requirements, business logic, data flows, and measurable outcomes.
• History of leading process redesign across teams.
• Experience building or contributing to data pipelines and AI-enabled workflows; examples could include intent tagging, transcript summarization, scheduled workflow automations, or routing.
• Strong analytical skills, including the ability to use data to diagnose process issues, measure impact, and improve automations after launch. Experience with Snowflake and Hex preferred.
• Familiarity with APIs, webhooks, and data integrations. Working knowledge of SQL or Python is preferred.
• Experience testing, monitoring, troubleshooting, and documenting workflows that others depend on.
• Ability to manage multiple builds, communicate tradeoffs, and explain technical workflows to non-technical partners.
• Proactive ownership and sound judgment when handling ambiguous requirements or operational issues

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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. 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.

Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.

We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.