Full-Time
Revenue Operations Manager
Updated on 8/1/2026
Bestow
201-500 employees
Digital platform for life insurance underwriting
Compensation Overview
$149.5k - $176k/yr
Dallas, TX, USA
Hybrid
Hybrid work is available in Dallas, with remote work also offered.
 Business & Strategy (1) |
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- The candidate should be comfortable using Salesforce and data tools.
- The candidate should be comfortable using artificial intelligence and automation tools as part of daily work.
- The candidate should be able to take initiative and own projects end-to-end.
- The candidate should know when to consult subject-matter experts.
- Own the revenue operating rhythm by building executive leadership team materials, running bi-weekly pipeline reviews, and producing weekly revenue reports with week-over-week trend analysis.
- Manage Salesforce as the source of truth by building reports and dashboards, tracking pipeline velocity, and flagging stalled accounts, slipping close dates, and declining activity.
- Create analysis from structured data and synthesize reporting into a clear narrative and recommendation for the chief revenue officer and sales leadership.
- Own the full sales cadence by previewing decks before major calls, holding teams accountable for timely material updates, and ensuring the revenue organization runs without gaps.
- Lead monthly or quarterly go-to-market research, including total addressable market analysis, prospect segmentation, and contact mapping against new ideal customer profiles.
- Build structured client dossiers on key accounts, especially publicly traded carriers, to support sales leaders in strategic meetings.
- Iterate on pricing models with Finance by developing a framework for annuities and life insurance pricing and benchmarking against market data.
- Build a consolidated forecast view by combining pipeline data, inputs from the third-party administrator services team, and other reporting sources into a coherent picture with a human-readable summary.
- Identify recurring activities and workflows for automation and implement scalable automations to improve efficiency.
Bestow is a digital life insurance platform that uses underwriting technology to speed the insurance application process and manage the full policy lifecycle from origination to administration. Customers can buy affordable life coverage starting around $11 per month, with most applications receiving an instant decision through a quick, simple online experience. The company also provides data solutions that enrich customer data and support targeted audience segmentation and more efficient marketing and product routing. Compared with traditional insurers, Bestow combines a fully online workflow, rapid underwriting, and cost efficiencies to launch new products quickly and reduce costs. Its goal is to make life insurance easy to obtain, affordable, and fast through a data-driven, digital platform that improves customer satisfaction and scales with demand.
Company Size
201-500
Company Stage
Debt Financing
Total Funding
$307.5M
Headquarters
Dallas, Texas
Founded
2017
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See people who can refer or advise you
Simplify's Take
What believers are saying
- $120 million Series D funds expansion of products and carrier partnerships.
- Transamerica collaboration shows less-than-ten-minute application-to-decision performance.
- New CMO Meagan Ward strengthens brand and enterprise go-to-market execution.
What critics are saying
- Carrier implementations create heavy customization and integration complexity.
- Dependence on major carriers concentrates revenue and reference risk.
- Incumbent policy-administration vendors can bundle modernization into existing relationships.
What makes Bestow unique
- Built the first vertical life-insurance software platform in two decades.
- Offers end-to-end and modular carrier software across the full policy lifecycle.
- Combines underwriting automation with data modeling and audience segmentation.
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Benefits
Competitive salary
Equity
Annual bonus based on company and individual performance
Flexible PTO plan
Medical, dental, & vision insurance
Paid parental leave
Annual lifestyle spending account
Flexible work-from-home policy
Learning & development opportunities
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↓ -1%2 year growth
↓ -8%Bestow appoints new CMO as it expands its platform and deepens partnerships. Dallas-based Bestow said Meagan Ward strengthens its senior leadership team as the company expands its "product offerings, platform capabilities, and strategic partnerships" following the 2025 close of its $120 million Series D round. Bestow CMO Meagan Ward [Composite image: Photo, Bestow; Background DI Studio] Dallas-based Bestow, a leading insurance technology platform, has appointed Meagan Ward as its new chief marketing officer. Ward will spearhead building Bestow's brand and elevating its advanced innovation capabilities as life insurers work to modernize and scale, the company said. Bestow said Ward strengthens its senior leadership team as the company expands its "product offerings, platform capabilities, and strategic partnerships" following the 2025 close of its $120 million Series D round led by Goldman Sachs and Smith Point Capital. Ward is an accomplished marketing and communications executive with more than 15 years of experience building category-defining brands at the intersection of AI and SaaS, Bestow said. She joins the company after more than seven years at Addepar, an NYC-based wealth and asset management platform valued at more than $3 billion, where she most recently served as CMO and scaled the marketing and communications functions across every stage of the company's growth, Bestow said. Earlier in her career, she led communications at Qventus, an AI-powered hospital operations platform, and The Hatch Agency, where she supported high-growth technology companies through their most critical growth and reputational moments. "As Bestow expands its platform and deepens partnerships with carriers, building a strong, recognizable brand is as important as the technology itself," Melbourne O'Banion, CEO and co-founder of Bestow, said in a statement. "Meagan has a proven track record of doing exactly that - establishing platforms like ours as clear leaders in their markets - and we're excited to have her drive that work at Bestow." Bestow said that Ward will oversee all marketing and communications, with a focus on establishing the company as the definitive platform powering the future of life insurance and annuities. "What drew me to Bestow was simple: an exceptional team, a category-defining platform, and one of the biggest untapped opportunities in financial services." Ward said. "I'm thrilled to join and can't wait to see what we build together." Track Dallas-Fort Worth's business and innovation landscape with its curated news in your inbox Tuesday-Thursday. One quick signup, and you're done. Share via:
Bestow, an insurance technology platform, has appointed Meagan Ward as chief marketing officer. Ward will lead brand building and showcase the company's innovation capabilities as life insurers modernise and scale. Ward brings over 15 years of experience building brands at the intersection of AI and SaaS. She previously served as CMO at Addepar, the wealth and asset management platform valued at over $3 billion, where she scaled marketing and communications functions across multiple growth stages. In her new role, Ward will oversee all marketing and communications, focusing on establishing Bestow as the leading platform for life insurance and annuities. The appointment follows Bestow's $120 million Series D funding round in 2025, led by Goldman Sachs and Smith Point Capital.
Bestow Names Former Accenture exec as Its New Chief Revenue Officer. Cindy DeArmond is frequently sought after by Fortune 500 companies and industry associations for her expertise in digital transformation, emerging technology, data analytics, and AI/GenAI strategy, the Dallas-based insurance tech platform said. Bestow Chief Revenue Officer Cindy DeArmon [Photo: Cindy DeArmon] Former Accenture executive Cindy De Armond has been appointed chief revenue officer of Dallas-based insurance technology platform Bestow. "Cindy brings exceptional experience driving transformation across every major function of insurance," Bestow Co-Founder and CEO Melbourne O'Banion said in a statement. "Her leadership will be instrumental as we continue to scale our new and existing partnerships and deliver exceptional outcomes for carriers modernizing their product portfolio and operations." Bestow said that DeArmond's appointment reinforces its commitment to accelerating growth and digital transformation across the life insurance industry. DeArmond comes to Bestow from Accenture, where she worked for 12 years and most recently served as senior managing director and insurance industry lead for technology in North America. Bestow said that over her 39-year career, DeArmond has held senior roles at IBM, Zurich, and West Monroe Partners, leading large-scale transformation initiatives for some of the world's most recognized insurance and financial services organizations. She joins Bestow on the heels of a $120M Series D funding round for Bestow. Bestow said that DeArmond is frequently sought after by Fortune 500 companies and industry associations for her expertise in digital transformation, emerging technology, data analytics, and AI/GenAI strategy. DeArmond has partnered with C-suite executives and boards to transform core operations across distribution, underwriting, policy administration, claims, and pricing, modernizing technology platforms and driving substantial value creation. Bestow said its solutions empower insurers to achieve growth and profitability at unparalleled speed. In May, the company closed a $120 million oversubscribed Series D funding round co-led by Growth Equity at Goldman Sachs Alternatives and Smith Point Capital. The round included a $50 million credit facility from TriplePoint Capital. Track Dallas-Fort Worth's business and innovation landscape with its curated news in your inbox Tuesday-Thursday. R E A D N E X T. * Omni Hotels & Resorts Appoints New Chief Revenue Officer Industry veteran Adam Hayashi was appointed chief revenue officer of Dallas-based Omni Hotels & Resorts, the company announced in April. He will be responsible for helping the company achieve strategic goals related to maximizing topline revenue performance and capturing greater market share. Hayashi will report directly to Chief Commercial Officer Jeff Doane. "I'm excited to welcome Adam to the Omni family and look forward to the innovation that he will bring to the team," Doane said in a statement. "I have had the opportunity to work with Adam in the past and know his breadth of experience will contribute to... * Colossal Biosciences Names Australian De-Extinction Scientist as Its Chief Biology Officer Andrew Pask is known for his expertise in de-extinction science, developmental genetics, and conservation technologies. He leads the Thylacine Integrated Genomic Restoration Research Lab (TIGGR) at the University of Melbourne in Australia. * ATM Manufacturer Hyosung America Names New Chief Revenue Officer Previously senior vice president of sales, Chris King, a 35-year industry veteran, is charged with accelerating growth in the financial and retail tech sectors. * Motivus Appoints New CFO/Chief Operations Officer and Chief Sales Officer Motivus, a global technology, data and AI consulting firm with an office in Irving, announced earlier this month that it added two executives to its leadership team as the company pursues new markets and ambitious growth. Kevin Walmsley was named chief financial and operations officer, and Navneet Narula became chief sales officer. Motivus said both bring decades of experience to help advance its strategic vision and deliver digital innovation for clients. The company, which rebranded from AgileThought in October 2024, says the new identity reflects its shift toward higher-value offerings in software development and technology consulting. The new hires come... * Magellan Health Promotes Chief Medical Officer to CEO Post Caroline Carney, a board-certified internist and board-certified psychiatrist, has held key clinical leadership positions serving complex populations over the span of her career, including a post as medical director for the Indiana Office of Medicaid Policy and Planning.
Bestow, a Dallas-based insurtech firm, has secured $120 million in series D funding to improve its software and introduce new underwriting capabilities. The funding round was co-led by Goldman Sachs Alternatives’ Growth Equity and Smith Point Capital, with participation from existing investors.
(tied) Bestow, $120M, life insurance: Dallas-based Bestow, a provider of life insurance software for carriers, raised $70 million in a Series D financing led by Goldman Sachs Alternatives and Smith Point Capital, as well as $50 million in debt financing from TriplePoint Capital.