---
title: 'Customer Success Manager at Bestow'
canonical: 'https://feeny.ai/job/customer-success-manager-bestow-united-states-48dasjfb98nj'
type: 'job'
last_seen: '2026-09-18'
---

# Customer Success Manager at Bestow

- **Company:** Bestow
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-17
- **Last confirmed live:** 2026-09-18
- **Apply:** https://jobs.ashbyhq.com/bestow/d72b1d58-1fb8-417e-b9ea-7374efb2d284

## Job description

## ABOUT BESTOW

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 uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit [E-Verify.gov](http://e-verify.gov).

## ABOUT THE TEAM

The Bestow Revenue team is transforming life insurance by giving carriers the technology platform to modernize their products and distribution. Our end-to-end enterprise SaaS platform lets carriers launch fully customized life insurance products in months, give customers and advisors a modern experience, and grow through continuous testing and iteration. That end-to-end approach is genuinely rare in insurance technology, and it means our customers avoid costly point-solution integrations. This role reports to Bestow's Director of Customer Success and is open to Remote (US) #LI-Remote

## WHAT YOU'LL DO

The Customer Success Manager owns the relationship, health, and growth of Bestow's enterprise carrier customers. You are the customer's primary point of contact at Bestow, and the person internal teams look to for a clear read on what the customer needs and why it matters. You will run your accounts end to end: performance, escalations, roadmap alignment, and the executive relationships that keep the business moving.

- Own the day-to-day and executive relationship for a portfolio of enterprise carrier customers, serving as their primary point of contact at Bestow.
- Run the operating rhythm for your accounts: recurring business reviews, performance reporting against service level objectives (SLOs), and quarterly planning with customer leadership.
- Build and deliver executive-level business reviews that connect platform performance to the customer's commercial goals.
- Own escalations end to end, from first signal through resolution and customer follow-up, coordinating Engineering, Product, and Implementation as needed.
- Translate customer needs into prioritized work with Product and Engineering, and make the case with data when something deserves to move up the roadmap.
- Identify expansion and adoption opportunities inside your accounts, and work with Sales on the path to close.
- Own due diligence, compliance documentation, and audit responses for your customers, organizing subject-matter experts and holding deadlines.
- Mentor Customer Success Associates and raise the bar on how the team documents, reports, and communicates.
- Travel as needed for solution workshops, leadership onsites, and customer business reviews.

## WHO YOU ARE

- 4 or more years in customer success or account management, ideally at a SaaS or technology company serving enterprise customers.
- You have owned enterprise customer relationships directly, including executive stakeholders, and can point to accounts you grew or turned around.
- Energized by complex problems and comfortable being the person accountable for the answer.
- Fluent working cross-functionally with Product, Engineering, Compliance, and Sales, and effective without formal authority.
- Skilled at building and delivering polished, client-facing presentations for executive audiences.
- Strong analytical instincts. You work with data directly and use it to make a case, not just to report.
- Clear, direct communicator in writing and in the room, with real attention to detail.
- Experience with CRM and ticketing tools such as Salesforce and JIRA.
- Bachelor's degree in business, marketing, or a 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 + 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!

## About Bestow

## Company Overview
- **One-liner**: Bestow provides a leading SaaS platform for life insurance carriers to modernize their new business, underwriting, and administration workflows.
- **Entity Type**: Private (Series D)
- **Headquarters**: Dallas, Texas, United States
- **Founded**: 2017
- **Founders**: Melbourne O'Banion (CEO) and Jonathan Abelmann (President)

## Core Business
- **Primary Industry**: Insurtech / Life Insurance Software
- **Target Customers**: B2B – Life insurance carriers looking to digitize and streamline their operations (new business, underwriting, administration).
- **Mission/Purpose**: To modernize the life insurance industry by providing cutting-edge technology and data solutions that reduce costs, maximize efficiency, and drive growth for carriers.

## Products & Services
- **Bestow Platform (End-to-End Solution)**: A comprehensive SaaS suite for life carriers covering digital quote, illustration, and application journeys; a sophisticated underwriting engine and workbench; payment, billing, and policy delivery services; and customer/support portal experiences. Supports term life, final expense, IUL, and more.
- **Modular Solutions**: Carriers can implement individual components (e.g., just the underwriting engine or just the administration portal) to modernize specific parts of their business.
- **TPA Services**: Full third-party administration services trusted by top carriers.
- **Recommendation Engine**: An AI-driven tool to drive underwriting efficiency and cost reduction.

## Market Standing
- **Valuation**: Not publicly disclosed.
- **Key Metric (Total Funding)**: $422.5M total funding across 8 rounds, including a $120M Series D in 2021 from Goldman Sachs and Smith Point Capital, and a $50M debt financing round in 2025.
- **Key Metric (Annual Revenue)**: Estimated at $145.9M.
- **Notable Investors/Partners**: Goldman Sachs, Smith Point Capital, Hedosophia, New Enterprise Associates (NEA).
- **Growth Signals**: 31.9% year-over-year headcount growth (207 employees); active international presence in Pakistan and Colombia; recently sold its direct-to-consumer carrier (Bestow Life Insurance Company) to Sammons Financial Group in 2024 to focus entirely on the B2B SaaS platform.

## Competitive Advantages
- **Speed & Efficiency**: Promises to bring new life insurance products to market in months, not years, and to reduce carriers' cost to acquire a customer by as much as 45%.
- **Deep Insurance Expertise**: Combines top tech talent with a leadership team that has deep experience in insurance and financial services.
- **Proven Track Record**: Has a live, white-labeled platform trusted by top carriers, with a track record of rapid implementation (as fast as 4 months).
- **Modularity & Flexibility**: Offers both end-to-end and modular solutions, allowing carriers to modernize at their own pace and focus on their biggest pain points.

## Strategic Focus
- **B2B SaaS Pivot**: Following the sale of its own insurance carrier, Bestow is now purely a technology partner for other carriers.
- **Product Expansion**: Continuing to build out its platform to support more product types (IUL, final expense) and distribution channels (agent portals).
- **Cost & Efficiency Leadership**: Emphasizing its ability to lower carriers' costs and improve underwriting efficiency through automation and data-driven decision-making.
- **International Growth**: Expanding its workforce and likely its client base internationally, with offices in Pakistan and Colombia.

## Why Work Here
- **Remote-First Culture**: Bestow is a "remote-first, results-first" company, allowing employees to work where they work best. There is also an office in Dallas for those who prefer an in-person setting.
- **Comprehensive Benefits**: 100% coverage of healthcare premiums (medical, dental, vision) for employees, dependents, and domestic partners; flexible PTO; equity and bonus opportunities for all employees; pre-tax retirement and FSA programs; scholarships for education and enrichment.
- **Award-Winning Workplace**: Recognized as an award-winning workplace with a strong emphasis on employee well-being and work-life balance.
- **High-Growth Environment**: With 31.9% YoY headcount growth and a recent strategic pivot, the company offers significant opportunities for impact and career growth.
- **Strong Engineering Culture**: Emphasizes modern tech stacks and a test-and-learn approach; actively hiring for engineering roles (Golang, Full Stack).

## Sources
1. [bestow.com](https://www.bestow.com/)
2. [bestow.com/careers](https://www.bestow.com/careers)
3. [bestow.com/about](https://www.bestow.com/about)
4. [linkedin.com/company/bestowtech](https://www.linkedin.com/company/bestowtech)
5. [jobs.ashbyhq.com/bestow](https://jobs.ashbyhq.com/bestow)

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