---
title: 'Lead Product Manager at Ascend'
canonical: 'https://feeny.ai/job/lead-product-manager-ascend-san-francisco-k7hy0bqwncm3'
type: 'job'
last_seen: '2026-10-13'
---

# Lead Product Manager at Ascend

- **Company:** Ascend
- **Location:** San Francisco, CA
- **Posted:** 2026-10-07
- **Last confirmed live:** 2026-10-13
- **Apply:** https://job-boards.greenhouse.io/ascend21/jobs/5446183008

## Job description

## What We Do

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 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.

## How We Do It

Ascend automates the financial operations that insurers, MGAs, and agencies run every day and embeds directly into the transactions where money actually moves. Point solutions are easy to build and even easier to copy. The companies that win won't just sell tools — they'll capture value where the money actually moves. 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 team is onsite in San Francisco. We bring deep expertise in insurance, fintech, and financial infrastructure to build what the industry has never had.

## Why We Do It

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

Ascend is looking for a Lead Product Manager to define the vision and strategy for our core money movement products. You'll start by partnering with an existing product manager and grow into owning this product area overall.

These products span integrations, invoicing, payments, receivables, financing, payouts, funds flow, and the full payment lifecycle. They're closely connected. You'll own vision, strategy, and execution for a defined set of products and also align priorities and sequencing across all of them. Enterprise and strategic customers rely on these products to run increasingly complex financial operations. A big part of the job is using AI to automate those operations. You'll measure where automation is working, find where it isn't, and keep cutting the manual work it takes for customers to close their books.

This role mixes strategy with hands-on technical product work. You'll work directly with customers, write product and technical specs, and work closely with engineering to define how the system behaves and to make tradeoffs. Many of these workflows have never been automated before, so you'll often need to define the problem before you can solve it. You'll be accountable for measurable gains in adoption, operational efficiency, automation, and revenue.

## Responsibilities Will Include

Objective #1: In your first 30 days:

- Learn Ascend's platform, how customers work today, and how money moves through our system
- Talk with customers about their financial operations: where they get stuck, where they still work by hand, and what they'll need as they grow
- Work with Engineering to understand the APIs, data models, system behavior, and dependencies between products
- Review the AI and automation already in place: what's working, where exceptions and manual touches still happen, and what drives them
- Present an initial assessment of the biggest opportunities, backed by customer feedback and data

Objective #2: In your first 60 days:

- Define a product vision and strategy based on customer needs and Ascend's business goals
- Set a baseline for operational efficiency, such as manual touches, exception rates, and turnaround time, and set targets for reducing it
- Turn the strategy into a quarterly roadmap with clear priorities, tradeoffs, and expected outcomes
- Write product and technical specs for the top initiatives, covering workflows, system requirements, edge cases, and acceptance criteria
- Align product, engineering, and leadership on priorities, sequencing, and how success will be measured

Objective #3: In your first 90 days and beyond:

- Own and evolve the product vision, and take on more of the product area over time
- Build AI into the core of product workflows to automate manual work and exception handling, with the goal of reducing the time and effort customers spend on their financial operations
- Track how well automation performs, find where it falls short, and keep improving it
- Build capabilities and tooling that scale with enterprise complexity and growth
- Lead initiatives from discovery and spec through launch and adoption, and be accountable for the results
- Work with Engineering on API requirements, data flows, failure scenarios, and system tradeoffs
- Test ideas with prototypes and early releases, and make clear calls on scope and sequencing
- Work across Design, Engineering, GTM, and Operations to simplify financial workflows and anticipate how changes affect other teams and products

Must Have

- 6+ years of product management experience, including 3+ years owning the vision, strategy, and outcomes for a major product area
- A track record of translating product strategy into successful launches and measurable customer and business results
- Experience building for enterprise customers with complex workflows and integration requirements
- Hands-on experience writing product and technical specifications, with clear requirements, edge cases, and acceptance criteria
- Technical and analytical fluency to work with engineers on APIs, data models, and interconnected systems, and use data to guide decisions
- Clear communication and the ability to articulate a compelling vision, make tradeoffs, and align cross-functional teams

## Nice to Have

- B2B product experience in fintech, billing, or payments
- Experience in insurance, premium finance, lending, or loan management systems
- Experience building public APIs, platform integrations, or financial infrastructure at scale
- Experience building AI products or applying AI to financial workflows

Base Salary Range

$180,000 - $240,000

## #LI-RS1

## Benefits

- Unlimited PTO 🌴
- Meaningful equity 🤑
- Dog friendly office 🐕
- Commuter benefits 🚌
- Free lunch in office everyday 🥡
- Health care for you and your dependents 🍎

## Equal Opportunity

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.

## About Ascend

## Company Overview
- **One-liner**: Ascend provides a complete financial operations platform purpose-built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution.
- **Entity Type**: Private (Series A) with $285.5M total funding
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2021
- **Founders**: Andrew Wynn (Co-Founder & Co-CEO) and Praveen Chekuri (Co-Founder & Co-CEO)

## Core Business
- **Primary industries**: Insurance financial technology (Insurtech) and accounting automation
- **Target customers**: B2B – insurance agencies, wholesalers, MGAs, and carriers (serves over 4,000 insurance businesses including 25 of the 50 largest brokers)
- **Mission or purpose statement**: “Build the systems insurance runs on” – rebuilding the financial and accounting infrastructure that the insurance industry runs on.

## Products & Services
- **Billing & Invoicing**: Automate invoice creation, delivery, and collections to accelerate payment cycles.
- **Cash Application**: Turn bank deposits into clean, matched accounting entries inside the ledger, eliminating suspense items.
- **Premium Financing & Payments**: Finance and collect premiums in a single, seamless workflow to keep policies in force.
- **Carrier Payables**: Reconcile and disburse carrier payables without manual spreadsheets.
- **Direct Bill Automation**: Fetch, reconcile, and post commission statements to close books faster.
- **Automation & AI**: AI models that learn and parse financial documents to improve accuracy of billing and reconciliation over time, with human-in-the-loop control.

All products form a unified “collection to close” platform that connects to existing Agency Management Systems (AMS) and Policy Administration Systems (PAS) without a rip-and-replace migration.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metrics**:
  - Annual Revenue (estimated): $1.2M (LinkedIn estimate)
  - Total Funding: $285.5M (Seed $5.5M in Sept 2021, Series A $30M in Jan 2022, and Debt Financing of $250M in Jan 2022)
- **Notable Investors/Partners**: The Series A round had 19 investors; the seed round involved 17 investors. Specific investor names are not listed in provided sources, but the company has attracted backing from multiple venture and debt investors.
- **Growth Signals**:
  - Headcount: 68 employees (+55.4% YoY)
  - LinkedIn followers: 10,288 (+21.3% yearly)
  - Active job postings: 6 (as of mid-2026)
  - Trusted by over half of the 50 largest insurance brokers in the U.S.
  - Expanded presence to Hong Kong, Poland, and Philippines.

## Competitive Advantages
- **Purpose-built for insurance**: Unlike generic accounting software, Ascend is designed specifically for insurance workflows (billing, carrier payables, premium financing).
- **End-to-end automation**: Covers the full financial operations stack from billing to reconciliation to payables in one platform.
- **Seamless integration**: Connects to existing AMS and PAS systems, avoiding the cost and disruption of core system replacement.
- **AI that improves over time**: Machine learning models parse carrier statements and financial documents, increasing accuracy continuously while keeping humans in control.
- **Single pane of glass**: All accounts receivable and payable resolve into a shared accounting layer for consistent balances and explainable reports.

## Strategic Focus
- **Rebuilding insurance financial infrastructure**: The company positions itself as the infrastructure layer for insurance finance, addressing fragmented manual processes that cause silent failures.
- **Scaling across the insurance ecosystem**: Targeting agencies, wholesalers, MGAs, and carriers with a unified platform.
- **Investing in AI and automation**: Continuing to refine AI models to handle edge cases and complex carrier statements.
- **Growing headcount deliberately**: Hiring across go-to-market, engineering, product, and customer success to support rapid customer adoption.

## Why Work Here
- **Culture and values**: Emphasis on “deep work, clear communication, and long-term growth — not performative hustle.” Values include “Own it,” “Choose velocity,” “Inspire with humility,” “Know your customer,” and “Stability.”
- **Work environment**: San Francisco-based office; roles are listed as San Francisco location. Remote/hybrid policy not explicitly stated but likely office-centric for collaborative roles.
- **Benefits and perks**:
  - Competitive salary and equity with 401k employer match
  - 100% medical, dental, and vision coverage for employee and dependents
  - 14 weeks parental leave for primary caregivers, 8 weeks for secondary caregivers
- **Engineering culture**: Building systems that handle complex financial transactions at scale; team includes engineers from companies like Instacart, Looker, and Epic Games. The tech stack and specific engineering practices are not detailed but the work involves AI, data pipelines, and high-volume financial data processing.
- **Growth trajectory**: 55% YoY headcount growth and active hiring signal upward momentum, offering career advancement opportunities.

## Sources
1. [useascend.com](https://useascend.com/)
2. [useascend.com/careers](https://useascend.com/careers)
3. [LinkedIn (useascend)](https://www.linkedin.com/company/useascend)
4. [Greenhouse careers page](http://job-boards.greenhouse.io/ascend21)
5. [Built In (useascend)](https://builtin.com/company/useascend)

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