Customer Success Manager

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 onsite in San Francisco. We bring deep expertise in insurance, fintech, and financial infrastructure to build what the industry has never had.

Why We Do It

The 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.

Your 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. 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 include

Objective #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

Objective #2: In your first 60 days, you will

• 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

Objective #3: In your first 90 days, and beyond, you will

• 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

You might be a good fit if you are / have

• 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

Base Salary Range: $90,000 - $135,000 with equity

Benefits

• Unlimited PTO 🌴
• Meaningful equity 🤑
• Dog friendly office 🐕
• Commuter benefits 🚌
• Free lunch in office everyday 🥡
• Health care for you and your dependents 🍎

Equal Opportunity

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.