Strategic Customer Success Manager
Core
Ensure value realization, adoption, and health for a portfolio of largest and complex B2B banking customers using Blend's cloud banking platform and AI origination tools.
Role type
Strategic Customer Success Manager (Enterprise B2B SaaS)
Builds
Cloud banking platform for loan origination, AI agents (Blend Autopilot)
Domain
Financial Services / B2B SaaS / Lending Operations
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Enterprise customer success management, B2B SaaS experience, lending operations knowledge (application to close), data-driven value realization, executive advisory, cross-functional collaboration, change management for AI adoption
Preferred skills
Mortgage and home equity lending experience, AI tool familiarity
Technologies
Blend Autopilot, cloud banking platform
Responsibilities
Define and deliver value by aligning on strategic priorities and KPIs; Lead business reviews to show peer benchmarks and prescriptive roadmaps; Drive adoption by designing training and enablement plans; Guide customers into Intelligent Origination and AI agent adoption; Protect the account by monitoring health and leading recovery plans; Act as the customer's voice internally to coordinate cross-functional teams; Fuel growth by surfacing whitespace and new use cases to Account Executives
Seniority
Senior, hands-on IC