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Bestow · 1 day ago

Senior Business Operations and AI Associate

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Bestow is a leading vertical technology platform in the life insurance industry, aiming to modernize and streamline the distribution of life insurance products. They are seeking a Senior Business Operations and AI Associate to drive operational excellence and champion AI adoption across the organization, working closely with the executive team on strategic initiatives and AI transformation projects.

Developer APIsFinTechInsuranceInsurTechLife Insurance

Comp. & Benefits

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

Qualification

AI Strategy DevelopmentAdvanced AnalyticsStrategic Initiative LeadershipTechnical ExcellenceStartup ExperienceLeadership Without AuthorityIndustry KnowledgeStrategic ThinkingCommunications

Required

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