About the Role
The Revenue Operations Manager will serve as a strategic partner to sales leadership and the CRO, driving clarity and execution across the revenue lifecycle by leveraging data, automation, and go-to-market insights.
Responsibilities
- Lead the revenue operating rhythm by preparing executive-level reporting materials, facilitating biweekly pipeline reviews, and delivering weekly performance reports with trend analysis.
- Maintain Salesforce as the central data system by building reports and dashboards, monitoring pipeline progression, and proactively identifying risks such as delayed deals or reduced engagement.
- Transform structured data into actionable insights through analysis and storytelling, delivering clear recommendations to executive and sales leadership.
- Oversee the complete sales cycle, ensuring timely preparation of client materials, accountability in updates, and seamless coordination across revenue teams.
- Conduct regular market research to assess total addressable markets, refine target segments, and align outreach with updated customer profiles.
- Prepare detailed client briefs for key accounts, particularly public carriers, to equip sales leaders for high-stakes meetings.
- Collaborate with Finance to refine pricing frameworks for annuities and life insurance, incorporating market benchmarks and performance data.
- Create a unified forecast model by integrating pipeline metrics, inputs from the TPA Services team, and other data sources into a clear, interpretable summary.
- Identify repetitive tasks and implement automated workflows to increase operational efficiency and reduce manual effort.
Work Arrangement
Hybrid — Dallas
ABOUT BESTOW
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.
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.
TOTAL REWARDS
- 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
Other
- 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.
- Flexible remote/hybrid work
- Meaningful benefits, equity, and substantial growth opportunities
