Head of Sales Operations - Virtual/Remote

Life insurance is one of the world's most important products. 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'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. 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

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

No traditional Sales Ops background required. 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

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

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.