Agency Customer Success Manager
smartlyio
Lead Customer Success Manager
ascend21· Customer Success
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 AI-powered 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.
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 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.
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 AI-powered 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.
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 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.
Compensation: $120,000 - $145,000 with equity
All roles at Ascend are 5 days a week onsite at our beautiful office in SoMa!
Benefits
- Meaningful equity
- 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!
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.
Frequently Asked Questions
What is the salary for the Lead Customer Success Manager role at ascend21?
The listed salary for this Lead Customer Success Manager position at ascend21 is USD 120K–145K. This is an full-time role.
Where is the Lead Customer Success Manager position at ascend21 located?
This Lead Customer Success Manager role at ascend21 is based in San Francisco, California. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Lead Customer Success Manager at ascend21 belong to?
This Lead Customer Success Manager position is part of the Customer Success department at ascend21. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Lead Customer Success Manager position at ascend21?
Click the "Apply Now" button on this page. You will be redirected to ascend21's official application portal hosted on greenhouse where you can submit your application directly.
When was the Lead Customer Success Manager job at ascend21 posted?
This Lead Customer Success Manager position at ascend21 was posted on May 5, 2026. Apply as soon as possible — early applications are often reviewed first.
Lead Customer Success Manager
ascend21 · 💰 USD 120K–145K
You'll be redirected to ascend21's official application page on Greenhouse.