Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves.
AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just adopt software; they unlock measurable efficiency with a proven 5–7x return on investment.
Our 70+ person team, based in San Francisco and Columbus, brings together deep expertise in insurance, fintech, and AI to build infrastructure the industry has never had.
Why We Do ItThe insurance industry intermediates trillions of dollars — and almost none of that infrastructure was built for the modern era. Legacy systems aren't just inefficient; they're a ceiling on what the industry can become.
Ascend's mission is to become the leading financial automation platform for insurance by 2030 — powering the financial operations of the entire industry and transforming the way trillions of dollars move. We're not building another point solution. We're building the financial backbone of insurance.
We are looking for a relationship driven, strategically minded Customer Success Manager to scale our post-implementation Customer Success function. This role will own the end to end lifecycle of Ascend’s highest value customers, serving as a trusted advisor to senior stakeholders while ensuring strong adoption, retention, and expansion. You’ll balance hands-on account management with long-term thinking by building repeatable motions, surfacing customer insights, and partnering cross functionally to drive durable growth.
Responsibilities will includeObjective #1: In your first 30 days, you will:- Dive deep into Ascend’s product, customer segments, and current Customer Success processes and tools
- Build foundational relationships with internal partners across Sales, Product, and Product Support
- Begin developing your approach to managing relationships and driving value for sophisticated insurance organizations
- Own a portfolio of mid-market and enterprise customers, running regular touch-points with executive stakeholders and day to day users
- Develop a strong understanding of your customers’ workflows, goals, and success metrics with actionable insights to improve adoption and outcomes
- Lead core customer operations including business reviews, feature rollouts, and coordination of complex issues with Product Support
- Fully own the post implementation customer lifecycle including renewals and expansion motions in partnership with Sales and Product
- Act as the voice of the customer internally by surfacing trends, risks, and opportunities to inform product and process decisions
- Help define and refine scalable Customer Success best practices that enable Ascend to deliver a world class enterprise customer experience
- 3+ years of experience in related roles
- Prior experience managing high value enterprise customer relationships in B2B SaaS or Fintech environments
- Comfortable operating in the ambiguity and pace of a high growth startup
- Strong written and verbal communication skills with the ability to navigate executive level conversations and complex subject matter
- A consultative, relationship first approach to customer success with a proven track record of renewals and expansion
- Background in insurance, financial services, or fintech is a plus
Base Salary Range: $105,000-110,000
Benefits
- 100% health premiums covered for you and your dependents
- 401k with employer matching options
- A fast growing team with an emphasis on promoting from within 80% of all hires in the last 12 months have already been promoted!
- Unlimited PTO
- Company paid commuter benefits
- Parental and family leave
- Lunch everyday
- Dog-friendly office!
We are committed to equal opportunity employment and embrace diversity within our organization. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We encourage candidates to apply even if their experience doesn't precisely match this opportunity. We value diversity and are dedicated to equal opportunity employment.
Useascend San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
.jpg)
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
