Senior Client Success Manager - Insurance Solutions (Remote)
Zesty.ai · Insurance
Remote (US)
CSMStartup
Still open · posted 20 days ago
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Customer Success Manager
Ascend · Insurance
On-site in San Francisco; must live near San Francisco, CA
Customer success$90k–$135k base
Opens the job on Ascend's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Own a portfolio of mid-market and enterprise insurance customers, run business reviews, and drive adoption, renewals and expansion with Sales and Product.
Pay
$90k–$135k base
$90k-$135k base plus equity
Where you work
On-site in San Francisco; must live near San Francisco, CA
Selling to
insurance brokers and agencies
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
3+ years
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at AscendWe found 4 current reps: . SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Ascend sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Ascend cheat sheet and the role-play guide.
Talk to someone at Ascend before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
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
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