Your role

As an Account Executive at Ascend, you will engage with C-level executives and teams within insurance agencies and brokers. Your role will be crucial in demonstrating how Ascend can revolutionize finance and accounting capabilities, fundamentally transforming operational processes to boost revenue and reduce costs. You will be responsible for building and advancing the sales pipeline, ultimately closing mid-market deals across various client categories. Success in this position hinges on your rapid understanding of our product, industry, and the inherent value proposition that addresses business challenges.

Responsibilities will include

Objective #1: In your first 30 days, you will onboard and get up to speed on Ascend, our processes and our market:

• Develop a deep understanding of how Ascend delivers and adds value to our customers by meeting with all key business leaders to understand our business model, customers, approach, and opportunities
• Learn the product and do a successful presentation, discovery and demonstration for our prospects
• Work with the VP of Revenue to design a learning plan that will help you ramp on the sales process and learn best practices on pipeline management and forecasting

Objective #2: In your first 60 days, establish a cadence and series of efficient, repeatable, sales processes:

• Build and implement a scalable sales process from prospecting/demand generation
• Conduct in-depth discovery calls and demos to potential customers to understand their unique and specific pain points and produce compelling business cases to meet their needs
• Establish strong relationships with senior executives at Medium-sized insurance brokerages and agencies
• Drive the sales process and expand the customer base and generate new revenue
• Leverage CRM data to construct, forecast, and manage sales activity and drive pipeline to meet revenue targets and company goals

Objective #3: In your first 90 days, you will collaborate further across functions to:

• Partner with Customer Success team members to ensure successful onboarding and implementation for new clients
• Collaborate with Marketing to attend trade shows and conventions as needed and maintain LinkedIn presence, promoting marketing material and connecting with industry members
• Provide feedback from the field to internal product teams and help shape future development
• Work closely with the Leadership Team to provide input on the growth of the business and align revenue strategy with overall company objectives

You might be a good fit if you have

• 2-3+ years of full cycle sales experience: Demonstrated success in selling products into SMB and mid-market businesses. SaaS selling experience is a plus but not required.
• Flexibility: You understand that at growth stage companies, things will evolve, and you may have to be flexible in your approach and in your expectations. You are open-minded and adapt well to changing environments as a company grows and scales.
• Financial Services Background: Familiarity with financial services, especially in the context of insurance, is helpful.

Base: $100-120K; OTE: $230-250K