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 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 VP of Partner Success and Strategic Partnerships and is open to remote candidates. #LI-Remote

ABOUT THE ROLE

We are seeking a highly skilled and motivated Solutions Engineer to join our dynamic team. The ideal candidate will possess a deep understanding of the life insurance industry, strong technical acumen, and excellent communication skills. As a Solutions Engineer at Bestow, you will play a pivotal role in bridging the gap between our software products and the unique needs of our life insurance carrier customers, accelerating our discovery process, and enabling our sales and product teams.

The location is remote; however, we have office locations for use in Dallas.

WHAT YOU'LL DO

• Needs and Requirements Gathering:

  • Engage with clients to gain a deep understanding of their business processes, challenges, and technical requirements.

  • Conduct comprehensive needs assessments through meetings, interviews, and workshops with key stakeholders.

  • Work closely with our Product Managers to document and translate client requirements into functional and technical specifications.

• Client Engagement:

  • Liaise between clients, sales, and success teams, and product and engineering teams to ensure clear communication and alignment on goals and timelines for discovery.

  • Collaborate with the revenue team to understand client requirements and present tailored software solutions that meet their needs.

  • Conduct product demonstrations, workshops, and technical presentations to showcase the value of our solutions to prospective clients.

  • Act as a trusted advisor to clients, providing technical insights and recommendations to address their challenges.

  • As needed, provide training and support to clients, ensuring they are equipped to maximize the benefits of our software solutions.

• Collaboration and Communication:

  • Support the discovery process with internal teams, ensuring that the right stakeholders are brought in to complete requirements-gathering

  • Prepare detailed documentation throughout the sales and discovery process to accelerate Bestow delivery teams.’

  • Collaborate closely with product management to document requirements and generate potential solutions

• Internal Process Optimization

  • Maintain up-to-date plans to complete discovery and requirements gathering for each assigned opportunity.

  • Build and maintain partner-facing artifacts to support discovery and requirements gathering efforts.

  • Identify opportunities for process optimization and recommend enhancements to improve efficiency and client satisfaction.

WHO YOU ARE

• 5+ years of experience as a Solutions Consultant, Solutions Engineer, Technical Consultant, or other similar role in B2B enterprise software

• Success working with large enterprise B2B clients, particularly in financial services or other complex and/or heavily regulated industries

• Deep knowledge of the life insurance industry, including key processes, regulatory requirements, market trends, and existing systems

• Strong technical skills, with experience in high-level software design & architecture (both front-end and back-end) and systems integration.

• Excellent communication and presentation skills, with the ability to convey complex technical concepts to non-technical stakeholders.

• Demonstrated ability to think creatively and flexibly

• Strong problem-solving skills and a customer-centric mindset.

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

We're proud to be recognized as a top employer, consistently earning accolades for our exceptional workplace culture and commitment to our employees.

• We've been recognized year after year by Great Place to Work, Built In Best Places to Work, and Fortune's Best Workplaces in Texas (2022-2025).

• We've been named one of Fortune’s Best Workplaces in Financial Services and Insurance (2022-2024), a CNBC and Statista World's Top Insurtech Company (2024), and one of The Financial Technology Report's Top Insurtech Companies (2024-2025).

• We're honored to be recognized as a Best Place for Working Parents for three consecutive years (2023-2025).

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!