Customer Success Associate

Life insurance is one of the world's most important products. It's also one of the hardest to build, distribute, and modernize. Bestow exists to change that.

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 participates in the E-Verify Program.

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 stand up fully customized life insurance products rapidly, 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 truly unique in Insurance technology and allows our clients to avoid costly integrations. This value proposition makes our platform a truly transformational technology for Life Insurance carriers!

This role reports to Bestow’s Head of Partner Success, and is open to Remote (US) #LI-Remote

The Customer Success Associate will work closely with Bestow’s Senior Partner Success Manager to support the day-to-day management of our enterprise-level customers. We are looking for a proactive, detail-oriented individual who’s eager to learn and grow within a fast-paced environment. The location is remote; however, we have an office location in Dallas. As Bestow continues to grow, this role offers a clear path to advancement, including the opportunity to step into a Customer Success Manager position and lead customer relationships directly.

This role is highly visible and impactful, providing opportunities to learn directly from experienced customer success leaders and contribute to Bestow’s most strategic partnerships. Key responsibilities include:

• Support ongoing partner operations, including managing service level objectives (SLOs), reporting, and recurring deliverables across all customers.

• Coordinate and track due diligence requests, compliance documentation, and audit activities for carrier and distribution partners.

• Assist with scheduling and managing recurring meetings, workshops, and onsite visits, including agenda creation, activity planning, and logistics.

• Help maintain partner project plans and track progress against key milestones and deliverables.

• Manage triage and prioritization of enhancement and bug tickets in JIRA in partnership with Engineering and Product teams.

• Prepare and distribute partner updates, internal summaries, and presentations to ensure cross-functional alignment.

• Collaborate with internal teams to improve processes, streamline operations, and enhance the partner experience.

• Some travel is required to support individual client efforts (e.g., solution workshops, regular leadership on-sites).

• 1–2 years of experience in customer success, account management, operations, or project coordination, ideally within a SaaS or technology company.

• Passionate about client service, and energized by the challenge of solving complex problems.

• Curious and eager to learn how technology, partnerships, and business strategy come together to create impact.

• Comfortable working cross-functionally with teams like Product, Engineering, and Sales.

• Experience with the creation and delivery of polished, client-facing presentations.

• Strong executive communication skills and attention to detail.

• Strong research and analytical skills and ability to work with data.

• Bachelor’s degree in business administration, marketing, sales, or related field, or equivalent experience.
  

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 + 2024 + 2025

• Great Place to Work Certified, 2022 + 2023 + 2024 + 2025

• Built In Best Places to Work, 2022 + 2023 + 2025

• Fortune’s Best Workplaces in Texas 2022 + 2023

• 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. 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 job at Bestow!