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Customer Advisory Manager

Posted on 6/19/2024



501-1,000 employees

Provides modular financial services platforms

Data & Analytics

Compensation Overview

$76k - $107kAnnually

+ Equity

Entry, Junior

Westlake Village, CA, USA

Sales Engineering
Solution Engineering
Sales & Solution Engineering
Required Skills
  • 1-4 years' prior relevant customer-facing experience at a either a consumption based Saas company, management consulting firm, or at an 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
  • Able to be in-person in our Westlake Village, CA office
  • Ability to travel - limited travel (10%-20%)
  • Understand the key business goals of customers using Blend and the metrics that are being used to track mutual success
  • Regularly share success metrics with leadership at 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 they can mutually work together to increase this value
  • Build trusted relationships with customers to drive success quickly
  • Support the Blend account team to identify and open up new growth opportunities at existing customers

Blend offers a composable platform for financial services firms, utilizing modular components and automated workflows to streamline consumer banking experiences and automate mortgage, consumer loans, deposit accounts, and credit cards. The platform provides seamless customer experiences from application to final document signing, powered by low-code, drag-and-drop design tools for rapid innovation.

Company Stage

Series G

Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Meaningful equity and a 401(k) plan

Comprehensive health benefits

Wellness benefits covering a variety of wellness activities, gym memberships, fitness classes and more

16 weeks of paid parental leave

Generous vacation policy

Work from home office set up stipend and internet stipend during COVID-19