Sales Operations Manager

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. 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 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 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 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! #J-18808-Ljbffr