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Customer Success Manager

Ascend

San Francisco, CAJob$105–110K/yrPosted 1mo agoStill listed 4 days ago

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At a glance

Compensation
$105–110K/yr
Location
San Francisco, CA
Work Authorization
Not specified

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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

RequiredNice to have

Skills

Account ManagementFinancial TechnologyCustomer SatisfactionTrusted AdvisorSoftware as a ServiceB2BActionable InsightsCustomer SuccessB2B SaaSFintechCommunicationConsultative Relationship Management

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:

  • Dive deep into Ascend’s product, customer segments, and current Customer Success processes and tools

  • Build foundational relationships with internal partners across Sales, Product, and Product Support

  • Begin developing your approach to managing relationships and driving value for sophisticated insurance organizations

Objective #2: In your first 60 days, you will:

  • Own a portfolio of mid-market and enterprise customers, running regular touch-points with executive stakeholders and day to day users

  • Develop a strong understanding of your customers’ workflows, goals, and success metrics with actionable insights to improve adoption and outcomes

  • 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:

  • Fully own the post implementation customer lifecycle including renewals and expansion motions in partnership with Sales and Product

  • Act as the voice of the customer internally by surfacing trends, risks, and opportunities to inform product and process decisions

  • 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

  • 3+ years of experience in related roles

  • Prior experience managing high value enterprise customer relationships in B2B SaaS or Fintech environments

  • Comfortable operating in the ambiguity and pace of a high growth startup

  • Strong written and verbal communication skills with the ability to navigate executive level conversations and complex subject matter

  • A consultative, relationship first approach to customer success with a proven track record of renewals and expansion

  • Background in insurance, financial services, or fintech is a plus

Base Salary Range: $105,000-110,000

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