Blend is a diverse team of problem solvers focused on making financial resources more accessible through their cloud banking platform used by numerous financial institutions. The Customer Success Manager will work closely with customers and internal teams to understand business goals and recommend features to enhance value, ultimately driving success for customers using Blend's technology.
Responsibilities:
- 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
Requirements:
- 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