Job Description
Job DescriptionSalary: Based on experience
AI Integration & Automation Lead
Full-Time | Permanent or Contract | Ascendant Financial Inc. | Remote or In Team Support Centre
Ascendant Financial is North Americas most highly respected leader in the Infinite Banking Concept, with a rapidly growing client base. We are embedding AI into every corner of our business to lower our Client Acquisition Cost (CAC), reduce Client Maintenance Cost (CMC), and multiply our teams productivityall while preserving the human touch.
We are seeking a full-time AI Integration & Automation Lead to own this transformation. Youll be the go-to expert for turning AI strategy into execution, directly tied to measurable revenue and cost metrics.
Your Mission
- Integrate AI across marketing, sales, and client service to reduce CAC & CMC.
- Build and maintain a central AI data hub that connects KEAP, CRM, policy administration systems, and all marketing channels.
- Deploy predictive models for lead scoring, churn prevention, and cross-sell opportunities.
- Automate personalized campaigns, Advisor prep/follow-up, and client self-service interactions all compliance-safe.
- Prove ROI through dashboards that track time saved, revenue gained, and costs reduced.
What Youll Be Doing
AI & Automation Execution
- Connect systems via Make, Zapier, APIs, and webhooks to create seamless workflows.
- Deploy and maintain AI models using OpenAI, Claude, Vertex AI.
- Build AI-assisted personalization engines for emails, scripts, and follow-ups.
Marketing Optimization
- Integrate AI into ad spend allocation to maximize ROAS.
- Create automated, personalized nurture sequences that adapt in real time.
Client Service Innovation
- Build AI-powered client self-service in Ascendant Advantage.
- Create proactive retention and cross-sell triggers for Advisors.
Data & Reporting
- Maintain and expand our BigQuery/Snowflake data hub.
- Build ROI dashboards in Looker Studio or Power BI.
- Present monthly reports on CAC/CMC trends and automation impact.
What You Bring
- 5+ years in marketing technology, revenue operations, or enterprise automation.
- Proven track record delivering AI-powered business outcomes in a regulated industry (finance, insurance, healthcare, etc.).
- Strong skills in API integrations, data structuring, and CRM automation (KEAP experience a plus).
- Hands-on with AI tools, prompt engineering, and compliance-safe AI deployment.
- Fluency in both technical language and business outcomes.
- Bonus: Experience with life insurance or MGA operations.
Success Looks Like
- CAC reduced by 2030% within 612 months.
- CMC reduced by 2535% through AI-driven self-service and automation.
- Advisors gain 1520% more client-facing time without increasing workload.
- ROI from AI investments is measurable and climbing month-over-month.
Why Ascendant Financial?
Youll be joining a profitable, fast-growing, purpose-driven company that values innovation, high performance, and making a real impact on peoples financial futures.
We dont just talk about changing the industry we do it.
Apply Now
If youre ready to take ownership of embedding AI across our businessintegrating systems, automating workflows, and proving ROI in a high-growth, high-impact environmentwe want to meet you. Send your cover letter, resume and a sample or example of work relevant to this role on a specific content or distribution project you implemented that drove measurable results.
Deadline to apply: August 26, 2025
remote work