Customer Success Manager, Home Insurance

United States Blend Insurance

Blend helps lenders maximize their digital agility. Our digital lending platform is used by Wells Fargo, U.S. Bank, and other leading financial institutions to increase customer acquisition, improve productivity, and accelerate the delivery of any banking product across every channel. Through our software, we enable our customers to process an average of more than $5 billion in loans per day, helping consumers get into homes and gain access to the capital they need to lead better lives.


The Homeownership Journey team is growing. This team is responsible for helping our customers deliver to consumers not just a seamless mortgage experience, but a seamless end-to-end homeownership experience. People don’t want mortgages, they want a home. Today that process is often expensive, stressful, high friction, and involves a lot of siloed service providers. We believe we can change that and make it a seamless, delightful experience, and put money back in the consumer’s pocket.
Our Home Insurance product helps borrowers find great home insurance if they need to and seamlessly provide their lender with evidence of home insurance. This in turn helps lenders more efficiently process loans and deliver a more seamless experience to their customers.
As a Customer Success Manager for Home Insurance you’ll focus on ensuring this product delivers value to our customers (lenders) and ultimately to their customers (borrowers). You’ll work collaboratively and cross-functionally with teams at Blend and Blend Insurance Agency to deliver value to, and drive success for, our customers. You will meet regularly with lenders to deliver and receive feedback and uncover opportunities for improvement. You will be the primary point of contact for any issues that arise and will coordinate internal teams to drive them to positive resolution. You will also work hand in hand with the Home Insurance Relationship Manager to successfully onboard and train new lender customers. 

How you'll contribute:

  • Build long-term relationships with lenders, and where applicable, their affiliated insurance agencies
  • Create strategies and work with lenders to improve and deliver more value
  • Collaborate with cross-functional teams (product management, engineering, sales, customer care) to balance competing projects and with partner management objectives to ensure objectives are met
  • Quickly address and resolve issues affecting partners

Who you are:

  • Business acumen. You can spot opportunities, particularly strategic ones, and can collaborate with internal teams to seize them.
  • Strong written and verbal communication skills. This has become every more important, both internally and externally, in the current largely remote environment.
  • Strong ability to quickly build and maintain rapport and relationships, both with customers and with cross-functional teams internally.
  • Highly organized. We have a lot of customers, often with very different situations and needs. To be on top of all of them you need to be organized.
  • Comfortable with data and analytics. To truly understand and communicate where we’re adding value and where we can improve you need to be able to back up what you’re saying with data.
  • Problem solver. You’ll periodically be presented with vague problems backed up by incomplete information and will nonetheless need to figure out what’s really going on and how to resolve it.
  • Willingness and ability to learn about property and casualty (P&C) insurance and how an insurance agency functions.

Bonus Points!

  • You have experience working with/in the insurance industry
  • You have experience working with/in large financial institutions

Benefits and Perks: 

  • Meaningful equity and a 401(k) plan
  • Comprehensive health benefits
  • Wellness benefits covering a variety of wellness activities, gym memberships, fitness classes and more
  • Daily meal stipend during COVID-19 (lunch, dinner, snacks, and Pizza Fridays when working from the office)
  • 16 weeks of paid parental leave
  • Generous vacation policy, company-wide mental health days during COVID-19
  • Work from home office set up stipend and internet stipend during COVID-19
Blend is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable laws.
If you have a disability and you wish to discuss potential accommodations related to applying for employment, please contact Blend at (650) 550-4810 or

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