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Job details

Customer Advisory Manager

Blend is a cloud banking platform that aims to make financial resources more accessible. They are looking for a Customer Advisory Manager to enhance lending processes and customer experiences for financial services firms.

Skills

  • Customer-facing experience in SaaS or lending industries
  • Technical aptitude for Blend product and mortgage market
  • Understanding of KPIs and root cause investigation
  • Strong communication and presentation skills

Responsibilities

  • Understand key business goals of customers using Blend
  • Share success metrics with customer leadership
  • Inform customers of new features or release changes
  • Recap engagements with Blend to customer executives
  • Build trusted relationships with customers
  • Support account team to identify growth opportunities

Benefits

  • Meaningful equity
  • 401(k) plan with employer matching contribution
  • Comprehensive health benefits
  • 16 weeks of paid parental leave
  • Generous vacation policy
  • Work from home office set up stipend
  • Wellness benefits covering various activities
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$90500 / YEARLY (est.)
min
max
$83000K
$98000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Advisory Manager, Blend

Welcome to Blend, where we're transforming the lending landscape! As a Customer Advisory Manager, you'll play a pivotal role on our Go to Market account team. This position is all about collaboration and innovation, working hand-in-hand with our customers—some of the largest banks, credit unions, and independent mortgage firms in the world—to enhance their lending processes. Your mission? To guide customers in deriving maximum value from our cutting-edge cloud banking platform. With Blend, our clients process over $5 billion in loans each day, and as the Customer Advisory Manager, you will be at the heart of helping them achieve their business goals. You'll regularly engage with our clients to dissect key performance indicators and recommend features that could boost their conversion rates and overall efficiency. Your insights will bridge the gap between customer objectives and Blend's capabilities, allowing them to navigate through new features, support solutions, and other relevant information to ensure they are fully leveraging our services. At Blend, we believe in building strong, trusted relationships, so your ability to communicate effectively with all levels of client leadership—from front-line teams to C-suite executives—will be essential in creating raving fans of our platform. Join us in making financial resources more accessible and creating impactful experiences for consumers!

Frequently Asked Questions (FAQs) for Customer Advisory Manager Role at Blend
What does a Customer Advisory Manager at Blend do?

As a Customer Advisory Manager at Blend, you will work closely with clients to understand their business objectives and how they can maximize value from our platform. Your role includes analyzing key performance indicators, recommending enhancements in our technology, maintaining regular communication, and ultimately ensuring clients leverage Blend to its fullest potential.

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What qualifications are needed for the Customer Advisory Manager position at Blend?

To become a Customer Advisory Manager at Blend, you should have 1-4 years of relevant customer-facing experience, preferably in a SaaS company, management consulting, or within the lending industry. A strong technical aptitude, excellent communication skills, and the ability to analyze KPIs will help you excel in this role.

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How does the Customer Advisory Manager contribute to client success at Blend?

The Customer Advisory Manager contributes to client success at Blend by building trusted relationships, regularly sharing success metrics, and recommending strategic features that enhance the customer experience. This role is central to aligning Blend's capabilities with clients' business goals.

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What is the salary range for a Customer Advisory Manager at Blend?

The hiring compensation range for a Customer Advisory Manager at Blend is between $83,000 and $98,000, which includes base pay and a variable component. The final pay may vary based on factors such as experience, geographic location, and relevant skills.

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What types of benefits do Customer Advisory Managers receive at Blend?

Customer Advisory Managers at Blend enjoy a range of benefits including meaningful equity, a 401(k) with employer matching, comprehensive health coverage, generous leave policies, and wellness benefits. We also support your work from home needs with a stipend for setting up your home office.

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Common Interview Questions for Customer Advisory Manager
Can you explain how you would assess a customer's needs as a Customer Advisory Manager?

In assessing a customer's needs, I would start by conducting thorough conversations to understand their business goals and current challenges. I would analyze their key performance indicators and gather insights from their teams to identify areas where Blend can provide added value, ensuring we create tailored strategies to help them achieve success.

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How do you handle difficult conversations with clients?

Handling difficult conversations with clients requires a balance of empathy and professionalism. I ensure I listen actively to their concerns, validate their feelings, and share potential solutions. My goal is to foster a collaborative approach to address the issues at hand, ultimately strengthening our relationship.

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What strategies would you use to maintain strong relationships with clients?

Building strong relationships with clients involves consistent communication, transparency, and adding value at every touchpoint. I would maintain regular check-ins, share insights related to their success metrics, and proactively offer solutions or resources that can enhance their experience with Blend.

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Describe a time you made a significant impact on a client’s success.

In a previous role, I closely analyzed a client's conversion rates and discovered a mismatch in their sales funnel process. By recommending specific feature adjustments in their system that improved their customer engagement, we achieved a 30% increase in their conversion rates over six months, which significantly boosted their profitability.

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What experience do you have with analyzing KPIs?

My experience with analyzing KPIs stems from working closely with various teams to track performance metrics. I regularly utilized tools to collect data, assess trends, and presented findings to clients. This analytical approach not only helped drive decisions but also demonstrated the value of our services by connecting KPIs to tangible outcomes.

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How would you approach introducing new features or changes to a client?

When introducing new features, I ensure I present them as solutions to the specific challenges clients face. I would prepare data and case studies to showcase the benefits and conduct a walkthrough of the new feature, allowing them to see its relevance. Continuous engagement will follow to refine the implementation ensuring their satisfaction.

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What tools or resources do you use to enhance customer experience?

To enhance customer experience, I utilize CRM tools for tracking client interactions, analytics software for KPI assessments, and communication platforms for seamless check-ins. Additionally, leveraging feedback mechanisms like surveys can provide insights into areas where we can improve our support and services.

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How do you prioritize multiple clients with varied needs?

Prioritizing multiple clients involves categorizing their needs based on urgency and potential impact. I adopt a proactive approach by scheduling regular check-ins and utilizing project management tools to track progress. This ensures I can devote appropriate attention to critical client issues while still meeting overall responsibilities.

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What do you believe is the key to creating raving fans among clients?

The key to creating raving fans revolves around understanding their needs deeply, consistently delivering on promises, and exceeding expectations. By actively listening, responding swiftly, and providing valuable insights, clients feel valued and are more likely to become advocates for Blend.

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Why do you want to work as a Customer Advisory Manager at Blend?

I am excited about the opportunity to work at Blend because of its innovative approach to transforming the lending landscape. I share the belief in making financial resources accessible and would love to leverage my skills to help clients succeed and become ardent supporters of the Blend platform.

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B By Blend
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
LOCATION
No info
SALARY RANGE
$83,000/yr - $98,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
January 14, 2025

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