SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Ascend is a Series A fintech company building the first complete financial operations platform purpose-built for insurance. The platform combines AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution. With over 4,000 customers including more than half of the 50 largest brokers in the country, Ascend is transforming how the insurance industry manages complex financial operations.
You will join as a Customer Success Manager responsible for scaling the post-implementation customer success function. This is a relationship-driven, strategically-minded role where you'll own the end-to-end lifecycle of Ascend's highest-value customers, serving as a trusted advisor to senior stakeholders.
Key responsibilities include:
- Managing the complete customer journey from implementation through expansion, focusing on adoption, retention, and growth
- Serving as a trusted advisor to senior customer stakeholders, understanding their business objectives and translating them into product value
- Building repeatable customer success motions and processes that scale across the customer base
- Surfacing customer insights and feedback to inform product roadmap and go-to-market strategy
- Partnering cross-functionally with Sales, Product, and Support teams to drive customer outcomes and durable growth
- Identifying expansion opportunities and driving upsell/cross-sell initiatives
- Developing and maintaining strong relationships with key decision-makers and power users
- Creating and tracking customer health metrics and KPIs to ensure proactive intervention
In your first 30 days, you'll dive deep into Ascend's product, customer segments, and current processes while building foundational relationships across Sales, Product, and Support teams. You'll quickly move into owning a portfolio of strategic accounts and developing scalable success frameworks.
The role is based in San Francisco with a team of 70+ people split between San Francisco and Columbus. Ascend is backed by leading venture investors and is on a mission to become the leading financial automation platform for insurance by 2030.
