Customer Success Manager
Blend is a diverse team of problem solvers who believe that the world’s financial resources should be more accessible. Our cloud banking platform is used by Wells Fargo, U.S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, and deliver end-to-end digital experiences. Our software enables our customers to process an average of more than $5 billion in loans per day, making it possible for consumers to reach their financial goals faster and lead better lives. Come do work that matters.
The Customer Success Manager is a key part of our Go to Market account team, working closely with customers, Account Executives, and Solutions Engineers to innovate the lending processes of the largest banks, credit unions, and independent mortgage banks in the world.
A Customer Success Manager’s key responsibility is to understand the business value that customers are looking to achieve with Blend, provide insight into the KPIs and other metrics that drive this value, and recommend features or changes to unlock value. As an example, customers are often looking to increase conversion rates in their lending funnel (from prospect to completed loans). The CSM deeply understands these metrics and can recommend features and optimizations in the Blend platform to better achieve them for each customer. The CSM does this through regular touch points with the customer and their teams that use Blend, and through extensive engagement with their counterparts in the account team.
Outside of this primary responsibility, the CSM also provides customers with information about new features, release notes, support ticket trends, and other information that helps customers understand the value they get from Blend.
The CSM ultimately plays a key role in creating raving fans of Blend, explaining the value that customers get from our world class originations platform, and helping customers get the most out of the available technology.
How you'll contribute:
- Understand the key business goals of customers using Blend and the metrics that are being used to track our mutual success.
- Regularly share the success metrics with leadership at our customers and recommend features or changes in the technology or business processes to improve the metrics.
- Help customers understand new features or release changes that present opportunities for them to improve operations or customer experience.
- Recap other engagements with Blend (e.g., Support or ongoing deployments) to ensure customer executives have a full understanding of how they are getting value from Blend and where we can mutually work together to increase this value.
- Build trusted relationships with our customers where we can talk directly about how to drive success quickly.
- Support the Blend account team to identify and open up new growth opportunities for our existing customers.
Who you are:
- 5+ years of relevant customer-facing experience at either a consumption based Saas company, management consulting firm, or at a lending industry company (e.g., Mortgage company, Bank, or Credit Union).
- Technical aptitude with the ability to develop a deep understanding of the Blend product, mortgage market and our customers' needs.
- Ability to understand KPIs, investigate root causes for issues, and develop a compelling solution for the customer.
- Strong ability to articulate contractual, technical, and financial value points to customers, including executive leaders.
- Outstanding communication and presentation skills with ability to develop trusted relationships with C-level executives.
At Blend, we are committed to offering a competitive compensation package.
To comply with local legislation, as well as to provide greater transparency to candidates, we share base pay ranges on all job postings regardless of desired hiring location. Final base pay offer amounts will vary depending on multiple factors, including but not limited to function, level, geographic location, job related knowledge, skills, and experience. Beyond base pay, Blends benefits and perks are described below.
Compensation:
- Base Salary Range: $96,000 and $114,000 - This applies to full time hires. Final offer determined by multiple factors, including but not limited to function, level, geographic location, job related knowledge, skills, and experience.
- Bonus (if applicable): Eligibility is contingent upon both company performance against established goals and achievement of individual performance objectives.
- Equity : Meaningful Restricted Stock Units in public company stock (NYSE: BLND) so you share in Blend’s long-term growth and success.
Our Benefits at a Glance
We offer a comprehensive and competitive benefits package designed to support your health and work-life balance.
Health & Wellbeing
- We offer medical, dental, and vision benefits, with a generous employer contribution that helps keep your medical insurance costs low.
- Company-paid life, short-term, and long-term disability coverage
- Generous PTO, holidays, and maternity/parental leave
- Employee Assistance Program (EAP): mental health, legal, childcare & eldercare, financial planning, college search, and more
- Voluntary benefits: accident, critical illness, hospital indemnity, identity theft, and legal insurance
- Monthly wellness stipend for fitness, mental health, and well-being
- Additional perks: Milk Stork, pet insurance, and paid volunteer time off
Growth & Future
- 401(k) retirement plan with company match
- Pre-tax savings: healthcare & dependent care FSAs, Limited Purpose FSA, and HSA