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At a glance
Job overview
The Customer Success Manager will own the end‑to‑end lifecycle of Ascend’s highest‑value customers, acting as a trusted advisor to senior stakeholders while driving adoption, retention, and expansion through relationship‑focused, data‑driven strategies.
Skills & qualifications
Skills
Full job description
Your Role
We are looking for a relationship driven, strategically minded Customer Success Manager to scale our post-implementation Customer Success function. This role will own the end to end lifecycle of Ascend’s highest value customers, serving as a trusted advisor to senior stakeholders while ensuring strong adoption, retention, and expansion. You’ll balance hands-on account management with long-term thinking by building repeatable motions, surfacing customer insights, and partnering cross functionally to drive durable growth.
Responsibilities will include Objective #1: In your first 30 days, you will:
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Dive deep into Ascend’s product, customer segments, and current Customer Success processes and tools
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Build foundational relationships with internal partners across Sales, Product, and Product Support
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Begin developing your approach to managing relationships and driving value for sophisticated insurance organizations
Objective #2: In your first 60 days, you will:
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Own a portfolio of mid-market and enterprise customers, running regular touch-points with executive stakeholders and day to day users
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Develop a strong understanding of your customers’ workflows, goals, and success metrics with actionable insights to improve adoption and outcomes
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Lead core customer operations including business reviews, feature rollouts, and coordination of complex issues with Product Support
Objective #3: In your first 90 days, and beyond, you will:
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Fully own the post implementation customer lifecycle including renewals and expansion motions in partnership with Sales and Product
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Act as the voice of the customer internally by surfacing trends, risks, and opportunities to inform product and process decisions
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Help define and refine scalable Customer Success best practices that enable Ascend to deliver a world class enterprise customer experience
You might be a good fit if you are / have
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3+ years of experience in related roles
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Prior experience managing high value enterprise customer relationships in B2B SaaS or Fintech environments
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Comfortable operating in the ambiguity and pace of a high growth startup
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Strong written and verbal communication skills with the ability to navigate executive level conversations and complex subject matter
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A consultative, relationship first approach to customer success with a proven track record of renewals and expansion
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Background in insurance, financial services, or fintech is a plus
Base Salary Range: $105,000-110,000
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