Full-Time
Revenue Strategy and Operations Manager
Posted on 10/1/2025
ThreeFlow
51-200 employees
Insurtech software for broker-carrier collaboration
No salary listed
No H1B Sponsorship
Remote in USA
Remote
 Growth & Marketing (1) |
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- 5+ years of experience in revenue operations, sales operations, or related roles within SaaS or technology companies.
- Proficiency in data analysis, reporting, and forecasting, with strong skills in analysis tools (e.g., spreadsheets, SQL) and CRM/GTM systems (e.g., Salesforce, Gong, or similar).
- Excellent communication skills with the ability to collaborate across functions and influence stakeholders.
- Strong attention to detail with a mindset for process optimization and continuous improvement.
- Business acumen and understanding of SaaS business models and revenue drivers.
- Align GTM teams: Partner across Revenue, Marketing, Finance, and Data to ensure shared priorities and smooth handoffs throughout the customer lifecycle.
- Enable data-driven decision-making: Build and maintain reporting, dashboards, and forecasts that give leadership visibility into pipeline health, performance trends, and revenue outcomes.
- Build and optimize processes: Evaluate and improve workflows (e.g., lead routing, deal management, renewals) to remove friction and improve efficiency.
- Manage tools and data: Support the evolution of our GTM tech stack (e.g., Salesforce, Gong) and ensure data integrity for accurate insights.
- Support revenue planning: Contribute to forecasting, territory/account design, incentive plan administration, and other key revenue-driving programs.
- Drive growth and efficiency: Identify levers that shorten sales cycles, improve retention, and unlock scalable growth.
ThreeFlow provides a Benefits Placement System (BPS) for the insurance industry that helps brokers and carriers work together on employee benefits. It is a shared, end-to-end platform that handles data collection, underwriting review, client presentations, and implementation, with real-time visibility across the workflow. The system is designed specifically for the benefits market and supports renewals and new business, using AI and data insights to improve collaboration and decision-making. Unlike generic software, ThreeFlow focuses on the broker–carrier–employer ecosystem with a subscription model to deliver seamless, coordinated outcomes for mutual clients.
Company Size
51-200
Company Stage
Series B
Total Funding
$54.3M
Headquarters
Chicago, Illinois
Founded
2015
Simplify's Take
What believers are saying
- Raised $45M Series B led by Accel in 2023 to scale operations.
- Partners with VBA and Beam Dental expand broker adoption.
- AI extracts data from documents, auto-populates plans from Blue Cross Blue Shield.
What critics are saying
- Zywave's AMS360 dominates workflows, caps ThreeFlow market share at 10%.
- AI fails on mid-market underwriting, erodes carrier trust and triggers churn.
- OpenAI agents launch mid-2026, render BPS obsolete and wipe subscriptions.
What makes ThreeFlow unique
- ThreeFlow created the first Benefits Placement System for brokers and carriers.
- BPS handles end-to-end placement from data collection to implementation.
- Integrates with AMS, Salesforce, HubSpot, and carrier systems seamlessly.
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Benefits
Health Insurance
401(k) Retirement Plan
Paid Vacation
Paid Parental Leave
Home Office Stipend
Professional Development Budget
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%VBA brokers can leverage ThreeFlow's Benefits Placement System to simplify the benefits decision process . .
Vision Benefits of America, Inc. (VBA), a commercial group benefits organization, announced its participation with ThreeFlow to provide brokers with a way to simplify their new business RFP and renewal process.
ThreeFlow raised $45 million in a Series B round led by the prominent Silicon Vally VC firm, along with Emergence Capital, Equal Ventures and First Trust Capital Partners.
ThreeFlow, a Chicago, IL-based provider of an enterprise software platform that allows brokers and carriers to manage the entire placement process in one shared system, raised $45m in Series B funding. The round was led by Accel, with participation from existing investors Emergence Capital, Equal Ventures, and First Trust Capital Partners. The company intends to [] The post ThreeFlow Raises $45M in Series B Funding appeared first on FinSMEs.
ThreeFlow, which provides software for insurance brokers selling employee benefits, announced today that it raised $45 million in Series B funding. New investor Accel led the round alongside existing investors Emergence Capital, Equal Ventures and First Trust Capital Partners. The Chicago-based company, formerly known as WatchTower, raised $8 million for its Series A round in […]