Ascendant FX saves 660 hours per month on sales and admin tasks with fintech virtual assistants.
Ascendant FX
Ascendant is a leading global payments provider, focused on the B2B cross-border payments space. Ascendant is headquartered in Toronto Canada, with offices in the US and UK, partnering with over 2,000 financial institutions.
- Industry: World Payment
- Size: 12 Quickskill units
Core Processes We Started With
Data Analysis
Outreach
Reporting
Data Management
The Problem
The sales team was hindered by the amount of admin work
The Goal
Growing top-line revenue. Ascendant wanted to free its sales team to spend more time selling without adding additional management and HR overhead.
Our Solution
Quickskill PAs support Ascendant’s sales team with data analysis, list building, CRM data entry and management, lead follow-up, and appointment setting. They also generate and run reports for each salesperson that go to the COO. “These tasks are an important part of the sales process but can be tedious and time consuming,” Rob said. “The Quickskill assistants allow our sales executives to focus on growth.”
“We started with a few PAs. After seeing the value, the relationship expanded to assign one to every salesperson, and they love the service,” Rob said. “Best of all, they don’t require any hand-holding by me or anyone else. We just tell them what we need, and they get it done.” Rob works directly with Quickskill’s Engagement Manager. When they identify a new task to offload, the Engagement Manager and Quickskill’s managers train PAs on the new process. “So much happens in the background that I don’t need to worry about,” Rob said.
Data Analysis
Quickskill PAs take Ascendant’s buyer persona data and search contact databases like ZoomInfo and LinkedIn Sales Navigator to find prospective buyers and hand them off to the sales team.
“They do such a fantastic job finding qualified prospects,” Rob said. “We can track the number of closed opportunities to the PAs prospecting.”
Outreach
Building email lists, launching campaigns, and tracking results are time-consuming. Quickskill PAs take those tasks off the sales team’s plates.
Reporting
Quickskill assistants pull regular reports from the CRM and other sources, format them in templates and deliver them to the sales team and executives.
“The assistant for my team combines three reports for me to send to my COO every week,” Rob said. “I was sick one week and came back and the report had been taken care of. I love the initiative.”
Data Management
There are also one-off projects where there is no process in place because it is new.
“We had a summary of all of our sales activities that we wanted to distribute to the team with only each individual’s data,” Rob said. “Our assistants took the data and created separate reports with little direction from us.”
Results
In addition to providing sales support, assistants handle scheduling, travel planning, and expense reports for Ascendant executives.
“What I love about the service is that it is seamless and requires very little management,” Rob said. “The onboarding was effortless, backup PAs for continuity—Quickskill has thought of everything.”
“The Quickskill assistants are part of our team,” Rob said.
Experience Quickskill
