ABOUT THE TEAMBestow'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 DO- Own 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
WHO YOU ARE- 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
TOTAL REWARDSAt 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
