Sales Development Representative

<div class="content-intro"><div> <div class="standard-markdown grid-cols-1 grid [&amp;_>_*]:min-w-0 gap-3 !gap-3.5"> <h3 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">What We Do</span></h3> <pre><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first and only complete financial operations platform purpose-built for insurance — combining AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution. In five years, we've become the market leader: over 4,000 businesses, including more than half of the 50 largest brokers in the country, trust Ascend to bring clarity to complex accounting operations — from collection to close.</span></pre> <h3 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">How We Do It</span></h3> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves.</span></p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just adopt software; they unlock measurable efficiency with a proven 5–7x return on investment.</span></p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">Our 70+ person team, based in San Francisco and Columbus, brings together deep expertise in insurance, fintech, and AI to build infrastructure the industry has never had.</span></p> <h3 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">Why We Do It</span></h3> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">The insurance industry intermediates trillions of dollars — and almost none of that infrastructure was built for the modern era. Legacy systems aren't just inefficient; they're a ceiling on what the industry can become.</span></p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">Ascend's mission is to become the leading financial automation platform for insurance by 2030 — powering the financial operations of the entire industry and transforming the way trillions of dollars move. We're not building another point solution. We're building the financial backbone of insurance.</span></p> </div> </div> <div class="h-8">&nbsp;</div></div><h2 data-start="130" data-end="142"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Your Role</span></h2> <p data-start="144" data-end="428"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">As a Sales Development Representative, you’ll be a driving force behind Ascend’s growth and at the forefront of our go-to-market efforts. You’ll play a key role in helping us expand our footprint across the Mid-Market and SMB segments, further solidifying our leadership in the space.</span></p> <p data-start="430" data-end="682"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">We’re looking for someone with a proven history of effective cold calling, a strong drive for constant improvement, and a creative approach to outreach. You’ll be part of a growing team, helping us build a consistent and high-quality outbound motion.</span></p> <p data-start="684" data-end="750"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Please note, this role is in-person at our San Francisco office.</span></p> <h3 data-start="752" data-end="785"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Responsibilities Will Include</span></h3> <p data-start="787" data-end="940"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);"><strong data-start="787" data-end="938">Objective #1: In your first 30 days, you will onboard and get up to speed on Ascend, our processes, and our market (and begin generating pipeline):</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="943" data-end="1092"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Develop a deep understanding of the problems our customers face, how Ascend solves them, and how to communicate that value to prospective customers</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="1095" data-end="1207"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Learn and ask questions about how we operate as an SDR team, as a GTM function, and as a business more broadly</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="1210" data-end="1332"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Jump into prospecting, cold calling, cold emailing, and booking demos with guidance and coaching from other team members</span></li> </ul> <p data-start="1334" data-end="1476"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);"><strong data-start="1334" data-end="1474">Objective #2: In your first 60 days, you will establish the key habits and processes needed to drive predictable and repeatable results:</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="1479" data-end="1696"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Work with your manager on a strategic initiative that you will own, build, and implement across the team (for example: defining new outreach strategies or figuring out ways to implement AI into the team’s workflows)</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="1699" data-end="1854"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Identify and establish a repeatable process to meet weekly, monthly, and quarterly goals, and build structure around your workflows to ensure consistency</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="1857" data-end="1967"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Experiment with different outreach strategies, messaging, cadences, and channels, and attend industry events</span></li> </ul> <p data-start="1969" data-end="2132"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);"><strong data-start="1969" data-end="2130">Objective #3: In your first 90 days, you will have in-depth conversations with prospective customers and perform alongside the other members of our SDR team:</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2135" data-end="2248"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Collaborate with marketing and the broader GTM function to identify new opportunities and push the team forward</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2251" data-end="2388"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Leverage data and reporting to find areas for improvement and optimization, both individually and across the sales development function</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2391" data-end="2521"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Give feedback to, and receive feedback from, other team members to ensure consistent learnings, and mentor new SDRs as they join</span></li> </ul> <h3 data-start="2523" data-end="2566"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">You Might Be a Good Fit If You Are/Have</span></h3> <ul> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2569" data-end="2725"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Some proven experience: SDR experience in SaaS is preferred (but open to ambitious people who break that mold and are eager to grow in their sales career)</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2728" data-end="2853"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Strong communication skills: comfortable speaking on the phone, clear in writing, and able to adapt messaging to the moment</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2856" data-end="2965"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">A learner’s mindset: self-motivated, resourceful, and excited to learn new strategies, messaging, and tools</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="2968" data-end="3098"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">A creative thinker: eager to experiment with new outreach ideas and constantly looking for ways to improve efficiency and impact</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="3101" data-end="3216"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Flexible and agile: excited by the pace of a startup environment and able to adapt quickly to shifting priorities</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="3219" data-end="3320"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">The ultimate team player: you thrive in collaboration and are energized by team wins above all else</span></li> </ul> <h3 data-start="3322" data-end="3339"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Nice to Haves</span></h3> <ul> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="3342" data-end="3423"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Experience with Salesforce, Outreach, LinkedIn Sales Navigator, Apollo, or Clay</span></li> <li style="font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;" data-start="3426" data-end="3498"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Exposure to startup environments and comfort with navigating ambiguity</span></li> </ul> <h3 data-start="3500" data-end="3536"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);">Compensation: $70,000–$115,000 OTE</span></h3><div class="content-conclusion"><h3><span style="font-size: 12pt; color: rgb(0, 0, 0);"><strong>All roles at Ascend are 5 days a week onsite at our beautiful office in SoMa!&nbsp;</strong></span></h3> <p><span style="font-size: 12pt; color: rgb(0, 0, 0);"><strong>Benefits</strong></span></p> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">100% health premiums covered for you and your dependents</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">401k with employer matching options</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">A fast growing team with an emphasis on promoting from within 80% of all hires in the last 12 months have already been promoted!&nbsp;</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">Unlimited PTO</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">Company paid commuter benefits</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">Parental and family leave</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">Lunch everyday</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-size: 12pt; color: rgb(0, 0, 0);">Dog-friendly office!</span></li> </ul> <h3><span style="font-size: 12pt; color: rgb(0, 0, 0);"><strong>Equal Opportunity</strong></span></h3> <p><span style="font-size: 12pt; color: rgb(0, 0, 0);">We are committed to equal opportunity employment and embrace diversity within our organization. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0);">We encourage candidates to apply even if their experience doesn't precisely match this opportunity. We value diversity and are dedicated to equal opportunity employment.</span></p> <p>&nbsp;</p></div>