Senior Analyst, Implementation and Customer Success

Company: Tbwa Chiat/Day Inc
Location: San Francisco
Posted on: April 11, 2025

Job Description:

Senior Analyst, Implementation and Customer SuccessWhat we doAscend is transforming the $10T global insurance industry by combining AI automation with embedded fintech. While insurance makes up 7.2% of global GDP, outdated financial infrastructure-PDFs, emails, and manual reconciliation-slows the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving its rapid digital transformation.In just three years, we've:

• Processed billions in transactions annually, growing 200%+ per year.
• Built a world-class team of 50+ people in our San Francisco and Columbus offices.How we do itAscend automates the entire insurance financial lifecycle-from collections and accounting to reconciliations and disbursements-helping businesses streamline operations and increase profitability.In the AI era, software alone is no longer enough. For decades, software costs have declined, and with AI, they are now in free fall. As both software buyers and builders, we fully embrace this shift-it makes technology more powerful and accessible. However, businesses must also maximize monetization, and the future belongs to those that embed themselves into financial flows rather than simply selling SaaS.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.Why we do itInsurance 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 roleWe're hiring a driven and analytical Senior Analyst, Implementation & Customer Success to work directly with our retail brokerage customers.Responsibilities will includeObjective #1: In your first 30 days, you will:
  • Onboard alongside other new Ascend employees.
  • Begin learning our product and processes.
  • Begin visiting our agency partners on-site.Objective #2: In your first 60 days, you will:
    • Begin leading onboarding calls with new customers, serving as their primary point of contact for all things Ascend.
    • Work closely with our Operations, Product, Engineering, and Product Support teams to identify and solution complex issues and use cases, whether for an individual customer or across our entire product surface area.Objective #3: In your first 90 days, and beyond, you will:
      • Be an expert on Ascend, capable of answering any and all questions our customers have.
      • Own a book of business and be responsible for all aspects of implementation and account management, including renewals and expansions.You might be a good fit if you are/have
        • A background in payments or lending.
        • Adept at frequent context switching, managing multiple projects at once with expansive ownership, and ruthlessly prioritizing.
        • Ability to build influential relationships throughout an organization's hierarchy.
        • Collaborative mindset and ability to work cross-functionally with diverse teams and individuals.
        • Excellent written and verbal communications skills at the executive level.Base Salary Range: $95,000-$115,000 annuallyCompetitive 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.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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Keywords: Tbwa Chiat/Day Inc, San Francisco , Senior Analyst, Implementation and Customer Success, Accounting, Auditing , San Francisco, California