Full-Time

Senior Sales Development Representative

Posted on 1/29/2026

Ascend

Ascend

51-200 employees

Automates agency billing, financing, payments

No salary listed

San Francisco, CA, USA

In Person

Role requires five days onsite at the San Francisco SoMa office; no remote work.

Category
Sales & Account Management (1)
Required Skills
Salesforce
Requirements
  • Some proven experience: 9+ months of 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
Responsibilities
  • In your first 30 days, 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
  • In your first 60 days, 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 enterprise-specific outreach strategies or building dashboards in Salesforce)
  • 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
  • In your first 90 days, 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
  • This role is in-person at our San Francisco office.
Desired Qualifications
  • Experience with Salesforce, Outreach, LinkedIn Sales Navigator, Apollo, or Clay
  • Exposure to startup environments and comfort with navigating ambiguity
  • Ping pong skills. Yes, ping pong skills – ask us about this in your initial interview!

Ascend is a financial technology company that automates agency bill operations for insurance agencies. Its software combines billing, premium financing, and carrier payable workflows into one platform, helping agencies manage bills, finance premiums, and issue carrier payments more efficiently. Agencies interact with a user-friendly portal that clearly presents financing options, enabling faster policy binding and premium collection without back-and-forth paperwork. By automating these processes, Ascend aims to increase profitability and efficiency for agencies, and differentiate itself by offering a single integrated solution rather than multiple separate tools. The company’s stated goals are to improve EBITDA, reduce operating costs, and save agents time, enabling them to serve their clients better.

Company Size

51-200

Company Stage

Debt Financing

Total Funding

$285.5M

Headquarters

San Francisco, California

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • CAA partnership designates Ascend as exclusive accounting automation for members.
  • Named to 2025 AI FinTech 100 for insurance back-office AI tools.
  • Multiple partnerships with InCite, BindHQ, Mylo expand to MGAs and agencies.

What critics are saying

  • Vertafore launches native AMS360 financial modules by mid-2026, undercutting subscriptions.
  • NFP integrates similar billing automation internally, capturing independent agency share.
  • Experian targets brokers with overlapping AI credit and payment tools using data moat.

What makes Ascend unique

  • Ascend automates agency bill, premium financing, and carrier payables workflows.
  • Smart Inbox uses AI to process documents, extract billing data, and reconcile commissions.
  • Cash Application automates unapplied cash reconciliation, cutting balances by half.

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Benefits

Health Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Phone/Internet Stipend

Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

0%
PR Newswire
Mar 3rd, 2026
Ascend Named the Accounting Automation Partner for Combined Agents of America (CAA)

Ascend named the Accounting Automation Partner for Combined Agents of America (CAA). Mar 03, 2026, 09:42 ET SAN FRANCISCO, March 3, 2026 /PRNewswire/ - Ascend, the comprehensive financial operations automation platform for the insurance industry, today announced a strategic partnership with Combined Agents of America (CAA), one of the nation's largest privately held insurance aggregator groups. This partnership designates Ascend as the Accounting Automation Partner for CAA's nationwide network of independent agencies. The collaboration is designed to modernize back-office operations for CAA member agencies, replacing fragmented manual workflows with end-to-end automation for both agency and direct bill processes. Eliminating the Back-Office Bottleneck As independent agencies scale, accounting workflows - traditionally manual and error-prone - often become a primary bottleneck. Ascend's platform removes these hurdles by automating the most time-consuming aspects of the insurance lifecycle: * Commission Reconciliations: Eliminating hours spent processing and matching policy commissions. * Billing & Payments: Streamlining premium collection for a seamless client experience. * Carrier Payables: Accelerating commissions and increasing speed-to-bind. "Our mission at CAA has always been to empower our members with the best-in-class tools they need to thrive," said A.J Lovitt, CEO of Combined Agents of America. "Ascend's innovative approach to automation allows our agencies to pivot from administrative tasks to high-value client service and strategic growth." Driving the Future of Accounting Operations This partnership arrives as the insurance industry increasingly prioritizes digital transformation and the integration of AI-driven financial tools. "CAA represents a leader for independent agency networks," said Amelia Lee, Head of Partnerships at Ascend. "We are thrilled to be their exclusive accounting automation partner and help provide solutions that support the growth ambitions of CAA's member agencies." About Ascend Ascend is the comprehensive accounting automation platform for the insurance industry, providing technology that automates payments, collections, payables, and reconciliation for agencies, intermediaries and carriers. To learn more about how Ascend can transform your business, please visit www.useascend.com. About Combined Agents of America (CAA) Founded in 1997, Combined Agents of America, LLC is a leading insurance network of independent insurance agencies. Committed to the evolution of the independent agency system, CAA provides its members with the leverage, resources, and scale of a national organization while maintaining local agency independence. Media Contact: Mike Nguyen SOURCE Ascend

Insurance Innovation Reporter
Nov 7th, 2025
Ascend Launches Cash Application Tool to Address Unapplied Cash Balances

Ascend launches Cash Application tool to address unapplied cash balances. New solution automates reconciliation to improve financial accuracy and compliance for insurance brokers. (Image source: Ascend Cash Application page.) Ascend (San Francisco) has launched Cash Application, a new component of its accounting automation platform designed to help insurance brokers reduce unapplied cash balances and maintain compliance with financial reporting standards. The solution automates accounts receivable reconciliation, enabling brokers to accelerate revenue recognition and streamline month-end processes. Cash Application tracks and categorizes client invoices, carrier commission statements, and return premiums, reducing reliance on manual workflows that often delay reconciliation and obscure financial performance. "A Top 20 broker facing compliance challenges with their unapplied cash balances partnered with Ascend to implement Cash Application," comments Andrew Wynn, Co-CEO, Ascend. "Since adopting the solution, they've cut their monthly balance of unapplied cash by more than half, and what previously took more than eight days to reconcile now takes just three." * Categorize all bank deposits in real time and assign them to the correct line items in agency management systems (AMS). * Automatically match and apply cash to statements and invoices by fetching relevant financial documents. * Improve revenue recognition and cash flow by reducing unapplied cash. * Support SOX 404 compliance through clear, audit-ready reporting. Cash Application joins Ascend's portfolio of financial automation tools, including its Direct Bill Reconciliation solution, and reflects the company's focus on increasing operational efficiency for brokers. "Our goal has always been to make financial operations as effortless and transparent as possible," adds Wynn. "With Cash Application, we're giving agencies the financial control and flexibility they've been missing."

PR Newswire
Apr 14th, 2025
Ascend Releases Ai-Powered Smart Inbox For Retail Agencies

Smart Inbox automates processing of documents for both agency bill and direct bill workflowsSAN FRANCISCO, April 14, 2025 /PRNewswire/ -- Ascend, the leading financial operations automation platform for the insurance industry, today announced the launch of Smart Inbox, an AI-powered email inbox that automatically reads, categorizes, and processes the full range of financial and policy documents insurance agencies encounter on a daily basis. Built for account managers handling invoicing or finance teams reconciling payables and commissions, Smart Inbox reduces clerical errors as well as time spent on processing documents and manually entering data.Key Features and Benefits:AscendCentralized Accounting and Billing Inbox: Agencies can forward any billing or accounting document—binders, quotes, invoices, or statements—into a single inbox. Smart Inbox serves as a unified hub for document intake across departments.Agencies can forward any billing or accounting document—binders, quotes, invoices, or statements—into a single inbox. Smart Inbox serves as a unified hub for document intake across departments. Faster Invoicing Workflows: Smart Inbox automatically extracts the necessary billing information from binders or quotes to create client invoices—reducing manual errors and allowing account managers to spend less time on invoice creation.Smart Inbox automatically extracts the necessary billing information from binders or quotes to create client invoices—reducing manual errors and allowing account managers to spend less time on invoice creation. Automated Direct Bill Commission Reconciliation: Smart Inbox analyzes commission statements, attributes them to the correct carrier, and automatically reconciles them with expected commissions in agency management systems—significantly increasing the accuracy and speed of month-end close."Smart Inbox has been extremely beneficial for my team to reduce manual data entry and clerical errors, by allowing us to use AI to make it even easier to process and invoice our clients," said Wade Millward, CEO of Rikor Insurance Consultancy.Smart Inbox is the latest addition to Ascend's suite of AI-powered automation tools—including AI-Invoicing and Direct Bill Automation

Insurance Journal
Apr 14th, 2025
Ascend Releases AI-Powered Smart Inbox for Retail Agencies

San Francisco, April 14, 2025 - Ascend, the leading financial operations automation platform for the insurance industry, today announced the launch of Smart Inbox, an AI-powered email inbox that automatically reads, categorizes, and processes the full range of financial and policy documents insurance agencies encounter on a daily basis.

PR Newswire
Apr 3rd, 2025
Ascend Partners With Borrowedtyme To Bring Leading Payment Processing Automation To Insurance Agents

SAN FRANCISCO, April 3, 2025 /PRNewswire/ -- Ascend, the leading provider of financial operations automation software to the insurance industry, is excited to announce a partnership with btcore by borrowedtyme, a comprehensive agency management system built on Salesforce Financial Services Cloud

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