Senior Business Operations and AI Associate

Bestow • Dallas, TX

83d

About The Position

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. The Business Operations Team at Bestow serves as the strategic engine guiding operational excellence and transformational initiatives across the company. This team is a key part of executive leadership, working closely with the founders as a high-impact team that operates at the intersection of strategy and execution. We lead the company's most critical cross-functional initiatives, including spearheading transformative AI work, establishing and communicating our corporate strategy, overseeing operational initiatives across various functions, and leading corporate development efforts. This role is a hybrid role based in Dallas, Texas.

Requirements

• Bachelor's degree required; MBA or advanced degree is not required.
• 2+ years at a leading management consulting firm (McKinsey, Bain, BCG, Deloitte, etc.) with experience across multiple industries and functional areas.
• 1-2+ years in a high-growth startup environment where you've translated strategy into execution and demonstrated an ability to manage complex, multi-stakeholder projects.
• Ability to structure ambiguous problems, develop hypotheses, conduct analyses, and synthesize complex ideas into simple, comprehensible communications.
• Proven ability to influence and align cross-functional teams, drive consensus, and navigate organizational dynamics without formal authority.
• Proven track record of driving AI/automation initiatives with measurable business impact; deep familiarity with the current AI ecosystem and emerging capabilities.
• Expert-level proficiency in Excel modeling, SQL, and BI Tools (e.g., Looker, Tableau) for data analysis.
• Hands-on experience with Generative AI platforms, LLMs, and APIs.
• Experience with organizational transformation frameworks, building toolkits, and process maps to standardize rollout of new systems or AI programs.
• Familiarity with software development lifecycle and agile methodologies.
• Experience with no-code/low-code automation platforms (n8n, Zapier, Make, Retool).
• Experience moving established prototypes toward enterprise-grade solutions.
• Understanding of insurance, fintech, or B2B SaaS business models; experience with policy administration, underwriting, or actuarial concepts is highly valued.

Responsibilities

• Own end-to-end execution of strategic initiatives from problem definition through implementation, managing stakeholder alignment, and driving measurable business outcomes.
• Lead complex, cross-functional process redesigns while ensuring functional implementation in our startup environment.
• Build sophisticated financial models, conduct deep-dive analyses, and create executive-ready presentations that drive C-suite decision making.
• Create comprehensive business cases for new initiatives, including financial modeling, risk assessment, and implementation roadmaps.
• Establish and run critical business rhythms, including OKR planning, executive business reviews, and cross-functional steering committees.
• Own preparation of executive leadership decks, board decks, investor updates, and strategic analyses; support data rooms for fundraising and M&A activities.
• Partner with executive leadership to execute our enterprise AI strategy, including capability roadmap, investment priorities, and competitive positioning.
• Own the AI Champions program end-to-end, recruiting champions, facilitating monthly sessions, tracking departmental progress, and scaling successful use cases company-wide.
• Lead AI transformation projects that span multiple departments, drive effective AI adoption across functions, with varying technical complexity, and ensure sustainable adoption.
• Establish measurement frameworks that quantify AI impact on revenue growth, cost reduction, and operational efficiency.
• Lead vendor evaluations, manage proof-of-concept testing, and implementation across teams.
• Design and deliver AI workshops, create certification pathways, and build a scalable knowledge management system for AI best practices.
• Partner with Compliance and Legal to reinforce enterprise AI policies, conduct risk assessments, and ensure compliance with emerging AI regulations.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees