Full-Time
Product Support Specialist
Ascend
51-200 employees
Automates agency billing and financial operations
Compensation Overview
$70k - $100k/yr
Entry, Junior
San Francisco, CA, USA
In Person
- A background in insurance, financial services, or insurtech/fintech.
- Prior experience building support systems at early stage companies.
- Strong written and verbal communication skills.
- Ability to quickly understand complex (and sometimes dense) subject matter.
- Great attention to detail.
- Experience working in our toolsets, which include Retool, Front, Slack, Notion, Front, and Linear.
- Onboard alongside other new Ascend employees.
- Begin learning our product and processes.
- Interact with customers over email, helping them resolve issues, educating them on how to better use the product, and ensuring a top-notch customer experience.
- Continue your product education, pushing further into the capabilities of the product and our customers’ use cases.
- Work closely with our Operations, Product, Engineering, and Customer Success teams to identify and solution complex issues, whether for an individual customer or across our entire product surface area.
- Begin covering our chat support channel, where speed and accuracy are key.
- Contribute to our support system, offering your expertise and guidance to help us build a world-class Product Support team.
Ascend provides automated solutions for financial operations specifically tailored for agencies. Its software simplifies complex billing workflows, premium financing, and payments to carriers, allowing agencies to manage their financial tasks more efficiently. By automating these processes, Ascend claims to enhance profitability by 25%, reduce cancellations by 95%, and save agencies 60% on operational costs, freeing up over 20 hours a week for client service. The platform also offers premium financing and pay-in-full options, streamlining the payment process and increasing financing revenue. Unlike competitors, Ascend focuses on a single solution that integrates various financial operations, supported by a responsive customer service team. The goal of Ascend is to modernize agency billing operations, ultimately improving financial performance and efficiency.
Company Size
51-200
Company Stage
Series A
Total Funding
$285.5M
Headquarters
San Francisco, California
Founded
2021
Simplify's Take
What believers are saying
- Ascend's AI-powered tools improve accuracy and speed in financial document processing.
- Partnerships with Mylo and BindHQ expand Ascend's market presence and service offerings.
- Ascend's recognition as a 5-Star Technology Provider boosts its industry credibility.
What critics are saying
- Increased competition from new insurtech entrants like Oumi could challenge Ascend's market position.
- Over-reliance on partnerships may expose Ascend to risks if partners face difficulties.
- Rapid technological advancements could render Ascend's solutions obsolete without continuous innovation.
What makes Ascend unique
- Ascend automates agency bill financial operations, increasing efficiency and reducing expenses.
- The Smart Inbox feature reduces clerical errors and manual data entry for agencies.
- Ascend's partnerships enhance its platform's capabilities and market reach.
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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
6 month growth
↓ -3%1 year growth
↓ -4%2 year growth
↑ 14%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
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.
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
Partnership to Expand Ascend's AI-Powered Direct Bill ReconciliationSAN FRANCISCO, April 1, 2025 /PRNewswire/ -- Ascend , the leading provider of financial operations automation software to the insurance industry, is excited to announce a partnership with InCite Performance Group , which has named Ascend as the Preferred Accounting Automation provider for its members.InCite provides strategic consulting and coaching to some of the most innovative and fastest growing insurance agencies globally in the world, focused on executive coaching, sales growth, and operational excellence. With this partnership, InCite will be able to leverage Ascend to help agencies streamline back office operations, specifically the processing and reconciliation of direct bill commission statements."Ascend stood out as the leading partner for us to help our clients maximize their financial and operational performance with not only its holistic platform solution to reduce manual service and accounting tasks, but also the ability to leverage AI to best help insurance agencies today. We believe their automated solution will allow agencies to reposition colleagues away from manual tasks into client-facing strategic roles to better serve their clients," said Gordon Zellers , Partner at InCite Performance Group.Ascend makes insurance businesses more profitable by increasing revenue and decreasing operational expenses through administrative process automation, financial insights, and treasury management. By using AI to automate low-value repetitive back office tasks, Ascend helps agencies focus more time on growth and customer retention."I'm thrilled to partner with InCite to help agencies unlock their maximum potential with technology," said Andrew Wynn , co-CEO of Ascend. "Together, our shared vision will help spur innovation and modernization within the industry and help agencies maximize their operational and financial performance."About AscendAscend is a comprehensive accounting automation platform for the entire insurance payment lifecycle including collection, accounting, reconciliation, and disbursement. Businesses using Ascend experience improved operational efficiencies, treasury management, and customer experience - resulting in increased profitability
Oumi co-founders Manos Koukoumidis, left, and Oussama Elachqar. (Oumi Photo) A new startup out of Seattle wants to open up the "black box" of foundational