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11/21/2025

Solutions Consultant

Job Description

What We Do

Ascend is transforming the $10 trillion 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While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down.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 three years:

  • Trusted by thousands of insurance businesses nationwide

  • Processes billions in transactions annually, growing 200%+ per year

  • Built a world-class team of 50+ across San Francisco and Columbus

How We Do It

Ascend 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’re 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 It

Insurance is a $10 trillion-plus 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 a Solutions Consultant at Ascend you will be the critical first point of contact between our newest customers and our products. You are as skilled at building relationships at the executive level as you are guiding technical teams towards concrete objectives and you work diplomatically across sales, customer success, product, and engineering to drive complex implementations from start to finish, ensuring a high level of customer satisfaction.

We are hiring for this position in either San Francisco, CA or Columbus, OH.

Responsibilities will include

  • Own critical pre and post-sales workflows for new customers in partnership with AE team, including
    • Translating customer pain points into tailored technical solutions and demonstrating product fit.
    • Conducting in-depth discovery, understand and map current workflows, and propose/demo tailored solutions to prospects
    • Drafting initial proposals including scope, solution, success criteria, ROI and pricing
    • Defining pilot scope and KPIs
    • Creating and executing implementation plan, including client dependencies (e.g., tech access, integrations), and on-site / virtual kickoff and training calls
    • Facilitating a smooth handoff to a Customer Success Manager
  • Build deep product and industry knowledge to consultatively implement Ascend’s products for the largest insurance distributors in the country.
  • Partner with Sales and Customer Success to develop and execute POCs, implementation plans, and cross-selling strategies.
  • Collaborate with Product and Engineering to ensure optimal product experiences.
  • Manage complex enterprise implementation cycles involving multiple stakeholders and products.

You might be a good fit if you are / have

  • 3-5+ years of experience in solutions/sales engineering, implementation management, or customer onboarding
  • Proven experience partnering with sales teams to design and implement solutions for enterprise customers
  • Energized when multitasking and context switching
  • Oriented towards speed and accuracy when communicating
  • High-growth startup and/or B2B (or B2B2C) fintech experience is a plus

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

  • Parental and family leave

  • Lunch provided when in office

  • 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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Ascend
Ascend

We built Ascend to simplify insurance - one of the world's most crucial yet outdated industries.

Join us
OUR VALUES

Choose Velocity

 

Speed with direction is our greatest superpower; the simpler things are, the faster we can move; the faster we move, the faster we succeed.

Know Your Customer

 

Knowing and understanding our customers as both people and professionals is critical to Ascend’s success.

Own It

 

We are all owners and the greatest chance of success comes from thinking with that as our primary title.

Inspire with Humility

 

Change is driven from the inside out; we have to humbly show & inspire, not tell, that there is a better way.

Give Collaborative Feedback

 

We wins if we constantly push each other to grow and improve in a kind and compassionate way.