Life insurance is one of the world's most important products. It's also one of the hardest to build, distribute, and modernize. Bestow exists to change that.
Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers. Our platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. Carriers choose us to scale and operate at unprecedented speed, powered by AI and automation.
Bestow isn't selling policies. We're building the infrastructure that helps an entire industry move faster, reach more people, and deliver on its promise.
Backed by leading investors (Goldman Sachs, Hedosophia, NEA, Valar, 8VC) and trusted by major carriers, Bestow is powered by a team that moves with precision, purpose, and heart. If you want to help reimagine a centuries-old industry with lasting impact, join us.
Bestow offers flexible remote/hybrid work, meaningful benefits, equity, and substantial growth opportunities.
Bestow uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit E-Verify.gov.
ABOUT THE TEAM
Bestow's Revenue team drives growth for our enterprise SaaS platform, the technology carriers like Nationwide, Transamerica, and USAA rely on to modernize life insurance. Sales Operations sits at the center of that engine: turning raw pipeline data into a clear picture of what's working and what we can do to drive continued growth. This role reports directly to the CRO.
WHAT YOU'LL DOOwn the revenue operating rhythm: build and maintain ELT materials, run bi-weekly pipeline reviews, and produce weekly revenue reports with week-over-week trend analysis
Manage Salesforce as the source of truth: build reports and dashboards, track pipeline velocity, and flag stalled accounts, slipping close dates, and declining activity before they become surprises
Translate data into insights: create analysis using our structured data and synthesize reporting into a clear narrative and recommendation for the CRO and sales leadership
Own the full sales cadence: preview decks before major calls, keep teams accountable to update materials on time, and ensure the revenue org runs without gaps
Lead go-to-market research on a monthly/quarterly basis: conduct TAM analysis for new market motions, segment prospects, and map who's already been contacted against new ideal customer profiles
Build client dossiers ahead of strategic meetings: structured research packets on key accounts (especially publicly traded carriers) to support sales leaders in high-impact interactions
Iterate on pricing models with Finance: develop a rigorous framework for annuities and life insurance pricing, including benchmarking against market data
Build a consolidated forecast view: combine pipeline data, inputs from our TPA Services team, and any other reporting sources into a single coherent picture with a human-readable summary
Automate the recurring work: identify activities and workflows that can be automated and implement scalable automations to drive efficiency
A self-starter and rigorous thinker who builds a point of view from ambiguous data and strives to deliver actionable insights
Comfortable in Salesforce and fluent with data tools; continuous improvement mindset for refining existing workflows and systems
Comfortable using AI and automation tools as a core part of your daily work, and willing to deploy skills, automations, and workflows using AI tools
No traditional Sales Ops background required. Bestow values problem-solvers who challenge assumptions and find better ways to get things done
Takes initiative and can own a project end-to-end, and also knows when to find subject-matter experts before going too far down the wrong path
At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits include:
Competitive salary and equity based on role
Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs
100% paid-premium option for medical, dental, and vision insurance
Lifestyle stipend to support your physical, emotional, and financial wellbeing
Flexible work-from-home policy and open to remote
Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
Employee-led diversity, equity, and inclusion initiatives
Recent Employer Awards include:
Best Place for Working Parents 2023 + 2024 + 2025
Great Place to Work Certified, 2022 + 2023 + 2024 + 2025
Built In Best Places to Work, 2022 + 2023 + 2025
Fortune’s Best Workplaces in Texas 2022 + 2023
Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023 + 2024
We value diversity at Bestow. The company will hire, recruit, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member.
Thanks for considering a job at Bestow!
Skills Required
- Proficiency with Salesforce and managing it as the source of truth (reports, dashboards, pipeline tracking)
- Fluent with data tools and able to build reports, dashboards, and perform analysis
- Experience using AI and automation tools to create workflows and automate recurring tasks
- Ability to build consolidated forecasts, perform pipeline velocity analysis, and produce weekly revenue reports
- Experience conducting TAM analysis, prospect segmentation, and account research for go-to-market efforts
- Ability to iterate on pricing models and collaborate with Finance on benchmarking and frameworks
- Strong communication skills to synthesize data into narratives and recommendations for CRO and sales leadership
- Self-starter who can own projects end-to-end and run the revenue operating rhythm (meetings, cadence, materials)
What the Team is Saying
Bestow Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is presented as high-quality and fully funded, with the company stating it pays 100% of premiums for medical, dental, vision, and mental health. Additions like a dedicated mental‑health app and wellness programming reinforce ongoing investment.
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Inclusive Benefits Coverage — Eligibility explicitly extends to dependents, spouses, and domestic partners alongside full‑time employees. This breadth signals family‑inclusive coverage rather than employee‑only plans.
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Leave & Time Off Breadth — Time off is described as flexible or unlimited, supplemented by company‑wide summer and winter breaks and standard paid holidays. These practices expand rest opportunities beyond typical PTO structures.
Bestow Insights
What We Do
At Bestow, we’re on a mission to increase financial stability for everyone. We’re building the technology to modernize the life insurance industry and make things easier on everyone from consumers to carriers. It’s an audacious goal, sure. But we’re just crazy enough to pull it off.
Why Work With Us
Our employees consistently say “Bestow is a great place to work,” and we have the trophies to prove it — we've been Great Place to Work certified for three years running.
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Bestow Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Bestow is a remote-first hybrid company; however, some roles will need to be connected to an office based on the job.
