Account Executive- Mid Market

Ascend • San Francisco, CA

4h • $100,000 - $120,000

About The Position

Ascend is transforming the $10T 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While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down.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 five years:
Trusted by thousands of insurance businesses nationwide
Processes billions in transactions annually, growing 200%+ YoY
Built a world-class team of 70+ across San Francisco and Columbus
How We Do It
Ascend automates the insurance financial lifecycle, from collections to disbursements. We streamline operations and drive real profitability.
AI is rapidly driving the cost of software down, opening the door to faster innovation and broader access. At the same time, it is shifting where value is created. The strongest companies embed directly into financial workflows, capturing value at the point where money moves.
Ascend brings AI and fintech together to automate financial operations inside the transaction itself. Customers do not just adopt software. They unlock powerful financial efficiency with a proven 5-7x return on investment.
Why We Do It
Insurance is a $10T+ 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.
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.

Requirements

• 2-3+ years of full cycle sales experience: Demonstrated success in selling products into SMB and mid-market businesses. SaaS selling experience is a plus but not required.
• 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.

Responsibilities

• 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 VP 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 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

Benefits

• Competitive base salary and 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
• Monthly company-paid commuter benefit options
• Parental and family leave
• Lunch provided when in office
• Dog-friendly office!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees