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 based in San Francisco and Columbus. 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.
As a Sales Development Representative, you’ll be a driving force behind Ascend’s growth and at the forefront of our go-to-market efforts. You’ll play a key role in helping us expand our footprint across the Mid-Market and SMB segments, further solidifying our leadership in the space.
We’re looking for someone with a proven history of effective cold calling, a strong drive for constant improvement, and a creative approach to outreach. You’ll be part of a growing team, helping us build a consistent and high-quality outbound motion.
Please note, this role is in-person at our San Francisco office.
Responsibilities Will IncludeObjective #1: In your first 30 days, you will onboard and get up to speed on Ascend, our processes, and our market (and begin generating pipeline):
- Develop a deep understanding of the problems our customers face, how Ascend solves them, and how to communicate that value to prospective customers
- Learn and ask questions about how we operate as an SDR team, as a GTM function, and as a business more broadly
- Jump into prospecting, cold calling, cold emailing, and booking demos with guidance and coaching from other team members
Objective #2: In your first 60 days, you will establish the key habits and processes needed to drive predictable and repeatable results:
- Work with your manager on a strategic initiative that you will own, build, and implement across the team (for example: defining new outreach strategies or figuring out ways to implement AI into the team’s workflows)
- Identify and establish a repeatable process to meet weekly, monthly, and quarterly goals, and build structure around your workflows to ensure consistency
- Experiment with different outreach strategies, messaging, cadences, and channels, and attend industry events
Objective #3: In your first 90 days, you will have in-depth conversations with prospective customers and perform alongside the other members of our SDR team:
- Collaborate with marketing and the broader GTM function to identify new opportunities and push the team forward
- Leverage data and reporting to find areas for improvement and optimization, both individually and across the sales development function
- Give feedback to, and receive feedback from, other team members to ensure consistent learnings, and mentor new SDRs as they join
- Some proven experience: SDR experience in SaaS is preferred (but open to ambitious people who break that mold and are eager to grow in their sales career)
- Strong communication skills: comfortable speaking on the phone, clear in writing, and able to adapt messaging to the moment
- A learner’s mindset: self-motivated, resourceful, and excited to learn new strategies, messaging, and tools
- A creative thinker: eager to experiment with new outreach ideas and constantly looking for ways to improve efficiency and impact
- Flexible and agile: excited by the pace of a startup environment and able to adapt quickly to shifting priorities
- The ultimate team player: you thrive in collaboration and are energized by team wins above all else
- Experience with Salesforce, Outreach, LinkedIn Sales Navigator, Apollo, or Clay
- Exposure to startup environments and comfort with navigating ambiguity
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.
Skills Required
- Some SDR experience in SaaS is preferred
- Strong communication skills, both verbal and written
- Self-motivated and resourceful, eager to learn
- Creative thinker with a desire to experiment with outreach ideas
- Ability to adapt in a fast-paced environment
- Team player who is energized by collaborative efforts
What We Do
Ascend is the first modern insurance payments platform that provides automated, all-in-one financing, collections, and payables. We help distributors sell more by eliminating labor intensive processes and providing customers with the great online checkout experience they expect. We’re hiring across GTM, engineering and business functions - email us at [email protected] if you're interested in learning more.
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