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.
Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves.
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.
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.
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.
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.
Your Role
We are looking for a detail-oriented, analytically driven Capital Markets Manager to support the execution, planning, and economics of Ascend's transactions. Ascend is also the fourth largest premium finance organization in the country, originating over $3 billion in premium finance loans annually, maintaining over $1.2 billion in committed credit facilities, and having recently completed our inaugural S&P and Moody's rated ABS transaction. This role will play a central part in managing the day-to-day operations of Ascend's securitizations and other funding facilities, combining strong modeling skills with hands-on data management to keep the portfolio running smoothly. You'll balance rigorous quantitative work with cross-functional collaboration by controlling portfolio reporting, running diagnostics, and supporting the design and execution of new funding facilities.
Responsibilities will include
Objective #1: In your first 30 days, you will:
Objective #2: In your first 60 days, you will:
Objective #3: In your first 90 days, and beyond, you will:
You might be a good fit if you are / have
Compensation: $100,000-$150,000
Location: This is a remote position!
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.
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.
Ascend is a comprehensive accounting automation platform powered by AI and purpose-built for insurance brokers, MGAs, and carriers.
Ascend makes insurance businesses more profitable by increasing revenue and decreasing operational expenses through administrative process automation, financial insights, and treasury management. We work with 3,000+ insurance businesses from startups to publicly traded companies.
We’re hiring across GTM, engineering and business functions - email us at hello@useascend.com if you're interested in learning more.
