Overview
Ascend is transforming the $10 trillion global insurance industry by combining AI automation with embedded fintech. While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation slows the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving the industry’s rapid digital transformation.
In just three years:
- Trusted by thousands of insurance businesses nationwide
- Processes billions in transactions annually, growing 200%+ per year
- Built a world-class team of 50+ across San Francisco and Columbus
Why We Do It
Insurance is a $10 trillion-plus industry running on legacy systems. AI alone won’t fix it, but AI-powered automation embedded into payments and transactions will. Ascend’s mission is to become the leading financial automation platform for insurance by 2030—powering the entire industry’s financial operations while transforming the way trillions of dollars move.
That’s why AI + fintech is our edge—seamlessly integrating financial automation into transactions to create real, lasting value. Customers don’t just buy software; they unlock powerful financial efficiencies with a 5–7x ROI.
Your Role
As a Solutions Consultant at Ascend you will be the critical first point of contact between our newest customers and our products. You are as skilled at building relationships at the executive level as you are guiding technical teams towards concrete objectives and you work diplomatically across sales, customer success, product, and engineering to drive complex implementations from start to finish, ensuring a high level of customer satisfaction.
We are hiring for this position in either San Francisco, CA or Columbus, OH.
Responsibilities
- Own critical pre and post-sales workflows for new customers in partnership with AE team, including:
- Translating customer pain points into tailored technical solutions and demonstrating product fit.
- Conducting in-depth discovery, understanding and mapping current workflows, and proposing tailored solutions to prospects
- Drafting initial proposals including scope, solution, success criteria, ROI and pricing
- Defining pilot scope and KPIs
- Creating and executing implementation plans, including client dependencies (e.g., tech access, integrations), and on-site/virtual kickoff and training calls
- Facilitating a smooth handoff to a Customer Success Manager
- Build deep product and industry knowledge to consultatively implement Ascend’s products for the largest insurance distributors in the country.
- Partner with Sales and Customer Success to develop and execute POCs, implementation plans, and cross-selling strategies.
- Collaborate with Product and Engineering to ensure optimal product experiences.
- Manage complex enterprise implementation cycles involving multiple stakeholders and products.
You might be a good fit if you are / have
- 3-5+ years of experience in solutions/sales engineering, implementation management, or customer onboarding
- Proven experience partnering with sales teams to design and implement solutions for enterprise customers
- Energized when multitasking and context switching
- Oriented towards speed and accuracy when communicating
- High-growth startup and/or B2B (or B2B2C) fintech experience is a plus
Competitive base salary and meaningful equity in a fast-growing company
100% health premiums covered for you and your dependents
401k with employer matching options
Unlimited PTO
Monthly company-paid commuter benefit options
Parental and family leave
Lunch provided when in office
Dog-friendly office!
Join Ascend and be part of our mission to revolutionize the insurance industry and contribute to global financial modernization. Your leadership can make a significant impact on improving the $1T+ insurance industry.
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.
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