Director, Partner Success

The Bestow Revenue team is on a mission to transform the Life Insurance industry by providing insurance carriers with the technology platform to innovate and improve their products and distribution. Our end-to-end Enterprise SaaS platform allows carriers to rapidly stand up fully customized life insurance products, offer their customers and advisors a cutting-edge experience, and grow their business through continuous testing and iteration. The end-to-end platform approach is unique in Insurance technology and allows our clients to avoid costly integrations.

This value proposition makes our platform a transformational technology for Life Insurance carriers!

This role reports to Bestow’s Chief Revenue Officer. We are open to remote or hybrid (from our Dallas office) working arrangements. Limited (~10%) travel required for partner and Bestow internal on-sites. #LI-Remote

WHAT YOU’LL DO

The Partner Success Director will own Bestow’s relationships with our top clients: leading life insurance companies. They will work closely with the rest of Bestow’s Revenue team and cross-functional teams to oversee the growth, expansion, and management of enterprise-level accounts. We are looking for a dynamic, customer-oriented self-starter who can navigate internal and partner dynamics to drive growth.

This role is highly impactful and visible, providing opportunities to drive growth for Bestow and our carrier partners. Key responsibilities include:

• Strategic Advisor: Understand partner’s strategy, priorities and internal stakeholder map and help them use Bestow’s technology to achieve their goals
• Implementation Owner: Independently drive end-to-end implementation of new feature deliveries, coordinating across internal and partner teams to achieve launch milestones and manage the overall partner roadmap.
• Growth Leader: Drive post-sales partner success for assigned accounts, including sales planning and forecasting, driving adoption, and timely implementation of growth initiatives. Drive expansion of existing partner relationships – new distribution, products, and custom work.
• Customer Success Champion: Serve as the key relationship manager with partners’ working teams, acting as the voice of the partner within Bestow. Establish and maintain ongoing meeting cadence with cross-functional partner teams to ensure alignment and progress. Create and deliver communications and reporting and run regular performance reviews with partners.

WHO YOU ARE

• 5+ years experience in Enterprise SaaS Account Management, Customer Success, Professional Services, or equivalent experience in consulting.
• Insurance or financial services industry experience preferred.
• Experience with complex software solution implementation / technical transformations in financial services or other regulated industries.
• Passionate about client service and energized by the challenge of solving complex problems.
• Strong executive communication skills and attention to detail.
• Strong research and analytical skills and ability to work with data.
• Experience with the creation and delivery of polished, client-facing presentations.
• Bachelor’s degree in business administration, marketing, sales, or related field or equivalent experience.

   

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
• Great Place to Work Certified, 2022 + 2023 + 2024
• Built In Best Places to Work, 2022 + 2023
• Fortune’s Best Workplaces in Texas 2022 + 2023
• Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023