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Account Executive- Mid Market

San Francisco, CA

What we do

Ascend is a fintech company building the financial automation platform for the $7T global insurance market (insurance premiums make up 7.2% of global GDP!). Ascend is the first and market leading modern finance automation platform purpose built for for insurance to enable the industry's rapid digitalization.

Founded 3 years ago, Ascend has achieved the following milestones:

  • Acquired over 3,000 customers, including several of the top 25 largest insurance distributors nationally (Acrisure, Insurica, NFP, etc.) as well as leading Insurtechs (Vouch, Embroker, Founder Shield).
  • Processing billions of dollars in transactions anually and growing 300%+ per year
  • Named a Top 50 Insurtech by CB Insights.
  • Built a world-class team of 40 based out of our San Francisco, CA, and Columbus, OH offices.

How we do it

Ascend is the industry leading platform to automate the entire insurance financial operations lifecycle across collections, accounting, reconciliations, and disbursements. Businesses using Ascend experience improved operational efficiencies, treasury management, and customer experience – resulting in increased profitability and full visibility into financial performance. We are typically able to provide our customers a 5-7x ROI by replacing their current manual processes with Ascend's software.

Why we do it

To simplify one of the world’s most crucial yet outdated industries. Ascend’s goal is to become the market-leading finance automation platform for insurance businesses by 2030.

Your role

As an Account Executive at Ascend, you will engage with C-level executives and teams within insurance agencies and brokers. Your role will be crucial in demonstrating how Ascend can revolutionize finance and accounting capabilities, fundamentally transforming operational processes to boost revenue and reduce costs. You will be responsible for building and advancing the sales pipeline, ultimately closing mid-market deals across various client categories. Success in this position hinges on your rapid understanding of our product, industry, and the inherent value proposition that addresses business challenges.

Responsibilities will include

Objective #1: In your first 30 days, you will onboard and get up to speed on Ascend, our processes and our market:

  • Develop a deep understanding of how Ascend delivers and adds value to our customers by meeting with all key business leaders to understand our business model, customers, approach, and opportunities
  • Learn the product and do a successful presentation, discovery and demonstration for our prospects
  • Work with the Head of Revenue to design a learning plan that will help you ramp on the sales process and learn best practices on pipeline management and forecasting

Objective #2: In your first 60 days, establish a cadence and series of efficient, repeatable, sales processes:

  • Build and implement a scalable sales process from prospecting/demand generation
  • Conduct in-depth discovery calls and demos to potential customers to understand their unique and specific pain points and produce compelling business cases to meet their needs
  • Establish strong relationships with senior executives at Enterprise and Medium-sized insurance brokerages and agencies
  • Drive the sales process and expand the customer base and generate new revenue
  • Leverage CRM data to construct, forecast, and manage sales activity and drive pipeline to meet revenue targets and company goals

Objective #3: In your first 90 days, you will collaborate further across functions to:

  • Partner with Customer Success team members to ensure successful onboarding and implementation for new clients
  • Collaborate with Marketing to attend trade shows and conventions as needed and maintain LinkedIn presence, promoting marketing material and connecting with industry members
  • Provide feedback from the field to internal product teams and help shape future development
  • Work closely with the Leadership Team to provide input on the growth of the business and align revenue strategy with overall company objectives

You might be a good fit if you have

  • Proven Experience: Demonstrated success in selling products into the commercial, mid-market segment. SaaS selling experience is a plus but not required.
  • Accountability: Comfortable rolling up your sleeves, getting deep into the numbers, tracking down the data, and delivering on a short timeline with limited resources. Ability to work in an entrepreneurial work environment where self-motivated individuals succeed
  • Velocity-Minded: A mindset that values speed with focus, adaptability, and startup scrappiness.
  • Flexibility: You understand that at growth stage companies, things will evolve, and you may have to be flexible in your approach and in your expectations. You are open-minded and adapt well to changing environments as a company grows and scales.
  • Financial Services Background: Familiarity with financial services, especially in the context of insurance, is helpful.

Benefits

  • 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, and fitness stipends

  • Parental and family leave

  • Lunch provided when in office

  • Company outings and off-sites

  • 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.

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.

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