Partner Success Manager

Posted 11 Days Ago
Be an Early Applicant
Remote
Mid level
Insurance
The Role
The Partner Success Manager will oversee the growth and management of enterprise-level accounts, driving adoption of new features, supporting sales planning, and serving as the key relationship manager with partner teams. The role requires coordination across teams and includes some travel to support client efforts.
Summary Generated by Built In

ABOUT BESTOW


Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.


Bestow participates in the E-Verify Program.


ABOUT THE TEAM


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 Head of Partner Success and is open to Remote (US) #LI-Remote


ABOUT THE ROLE


The Partner Success Manager will work closely with Bestow’s sales and product team to oversee enterprise-level accounts' growth, expansion, and management. 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: 


WHAT YOU'LL DO

  • 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. 
  • Drive post-sales partner success for assigned accounts, including sales planning and forecasting, driving adoption, and timely implementation of growth initiatives.
  • Support proposals to drive growth through expansion of existing enterprise partner relationships - new distribution, products, custom work.
  • Provide support to business development efforts to ensure a smooth transition from initial sales to implementation. 
  • Serve as the key relationship manager with partners’ working teams, acting as the voice of the partner within Bestow. 
  • Support planning and prioritization discussions internally at Bestow and jointly with partners. 
  • Establish and maintain ongoing meeting cadence with cross-functional partner teams to ensure alignment and progress. 
  • Create and deliver communications, reporting, and sales campaigns to drive adoption and deepen partnerships.
  • Some travel is required to support individual client efforts (e.g., solution workshops and regular leadership on-site meetings).

YOUR EXPERIENCE

  • 3+ years experience managing enterprise SaaS customers/clients - preferably either in the life insurance or software industries
  • Background with the implementation of complex software solutions in financial services or other legacy 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


We value diversity at Bestow. The company will recruit, hire, 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 career at Bestow!




The Company
184 Employees
On-site Workplace
Year Founded: 2016

What We Do

Bestow is the leading digital platform for life insurance. As both a direct-to-consumer destination and an infrastructure provider, Bestow powers instant life insurance solutions for businesses of all sizes, across any channel. In a world full of unknowns, Bestow is on a mission to make life insurance accessible to millions of underserved families by creating the best possible products and experiences that serve future generations.

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