Blend Verified

FinTech, Enterprise Software

Strategic Customer Success Manager

United StatesOnsiteFull TimePosted 1 month agoVisa sponsorship available

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Required skills

Strategic Customer Success Manager
B2B SaaS
Lending
Mortgage
Home Equity
Consumer Lending
Application to Close
AI Agents
Blend Autopilot
Executive Advisor

Nice to have

Enterprise Customer Success
Consulting Firm
Bank
Credit Union
Performance Data
AI Tools

Role summary

Blend is seeking a Strategic Customer Success Manager to manage a portfolio of large, complex customers in mortgage, home equity, and consumer lending. This role focuses on driving value realization, adoption, and customer health by aligning with customer priorities, defining KPIs, and providing data-driven recommendations. You will lead business reviews, develop training plans, guide customers in adopting AI agents like Blend Autopilot, and act as the customer's advocate internally. The ideal candidate has 8+ years in customer-facing B2B SaaS roles, deep lending operations knowledge, and is comfortable with metrics and executive advisory. This is a remote, full-time position.

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.

About the role

Blend is building Intelligent Origination: AI agents, like Blend Autopilot, embedded directly in how banks, credit unions, and mortgage lenders originate loans. Our customers aren't just buying software. They're changing how their lending teams work. As a Strategic Customer Success Manager, you make sure that change pays off for a portfolio of our largest and most complex customers across mortgage, home equity, and consumer lending.

You're part of the account team with Account Executives, Solutions Engineers, Professional Services, and Support. The AE owns the commercial relationship, including renewals and expansion. You own value realization, adoption, and customer health. You turn platform data into benchmarked recommendations and surface the insights that make growth conversations easy.

What you'll do

Define and deliver value. Align with each customer on their strategic priorities and the KPIs that measure success, such as application-to-close conversion, digital verification rates, pull-through, and days to fund. Maintain a joint account plan with owners, dates, and commitments on both sides.

Lead business reviews that change decisions. With the AE, show customer leadership how they perform against peer-cohort benchmarks and give them a prescriptive roadmap built on Blend data. Track every action item to close.

Drive adoption. Design each customer's training and enablement plan from implementation onward, and coordinate delivery with Support, Solutions Engineers, and other Blend teams. Get customers using the features they already pay for, and explain what each new release means for their operations and borrowers.

Guide customers into Intelligent Origination. Help customers pilot, adopt, and measure AI agents like Blend Autopilot. Lead their teams through the change of working alongside AI, and bring the results back to Product.

Protect the account. Monitor health and sentiment, flag risk early, and lead recovery plans.

Be the customer's voice inside Blend. Coordinate Support, Professional Services, Product, and other teams so the customer gets one answer from Blend, and escalate when needed.

Fuel growth. Surface whitespace and new use cases to the AE, backed by data and strong relationships.

Who you are

8+ years in customer-facing roles at a B2B SaaS company, a consulting firm, or a lending institution (bank, credit union, or mortgage lender). Enterprise customer success experience is strongly preferred.

Deep knowledge of lending operations from application to close. Mortgage and home equity experience is a plus.

Comfortable with metrics. You can walk a customer through their performance data and use it to start a conversation about what to improve.

Open to AI. You're eager to learn and try new AI tools as they come out, and you help customers see what they can do for their teams.

A trusted executive advisor. You have outstanding presentation and writing skills and are comfortable discussing operational, technical, and financial value with C-level leaders.

A collaborator who holds the line. You rally internal teams around the customer and hold both sides to what was agreed.

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: $145,000 and $171,000 - 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

Ready to apply?

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