The only complete financial operations platform built for agencies, MGAs, wholesalers, and carriers. Backed by Index and South Park Commons.
About the role
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.
What they're looking for
- 3-6 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
More about this role
What We Do
Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first and only complete financial operations platform purpose-built for insurance — combining accounting automation, payments, and premium financing in a single vertically integrated solution. In five years, we've become the market leader: over 4,000 businesses, including more than half of the 50 largest brokers in the country, trust Ascend to bring clarity to complex accounting operations — from collection to close.
How We Do It
Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves. Point solutions are easy to build and even easier to copy. The companies that win won't just sell tools — they'll capture value where the money actually moves. 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 team is based in San Francisco and Columbus. We bring deep expertise in insurance, fintech, and financial infrastructure to build what the...
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