Customer Success Manager

<div class="content-intro"><p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);"><strong>What We Do</strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">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.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);"><strong>How We Do It</strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">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.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Our team is based in San Francisco and Columbus. We bring deep expertise in insurance, fintech, and financial infrastructure to build what the industry has never had.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);"><strong>Why We Do It</strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">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.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">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.</span></p></div><h3><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Your Role</span></h3> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">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.</span></p> <h3><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Responsibilities will include</span></h3> <h3><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, s