Client Sales Executive

Who you are

• 7-10 years in account management or sales in SaaS/fintech, with a proven track record of managing enterprise-level accounts
• Experience driving expansion for financial institutions, ideally with SaaS or low-code platforms
• Ideal candidates have experience selling loan origination software, digital account opening, digital lending, mortgage focused solutions and have experience working with Top 50 Banks and or Credit Unions
• Strategic account planning and revenue growth expertise
• Exceptional executive communication and negotiation skills
• Proficiency in CRM tools (e.g., Salesforce) and QBR preparation
• Ability to synthesize customization and adoption data for strategic decisions
• Bachelor’s degree in Business, Finance, or related field; MBA preferred
• Strategic thinker with a customer-centric mindset
• High ownership and ability to navigate complex stakeholder dynamics

What the job involves

• The Client Sales Executive-Named Accounts is the strategic quarterback for Blend’s top-tier financial institution customers who are some of the largest banks and credit unions in the US
• In this role, you’ll own the overall relationship with an assigned list of banks and credit unions who are 20B+ in AUM - driving expansion, retention, and executive alignment
• Reporting to the Director of Client Sales - Named Accounts, you’ll collaborate cross-functionally with Product, Customer Success, Support, and Consulting to ensure customers realize the full value of their partnership with Blend
• You’ll define and execute a long-term account strategy, align on customer goals and success metrics, and identify new opportunities to drive meaningful growth - for both our clients and Blend
• This is a high-impact, highly visible role for a strategic, customer-obsessed sales leader who thrives on building trust, shaping strategy, and delivering measurable outcomes
• Account Strategy & Expansion (50%):
• Develop and execute account strategies to drive revenue growth, targeting 10-15%annual expansion (e.g., additional licenses, premium modules)
• Own and Plan Renewal Strategies designed to uplift PFL, drive revenue and encourage Blend usage
• Organize the selling of partner products that are part of the overall blend ecosystem
• Identify cross-sell/upsell opportunities in collaboration with Senior Professional Services Consultant, using customization and adoption insights
• Lead Quarterly Business Reviews (QBRs) with executive stakeholders, presenting ROI and strategic roadmaps
• Relationship Management (30%):
• Build and maintain C-level relationships with client executives, ensuring alignment on business objectives
• Act as the escalation point for strategic issues (e.g., major compliance disputes, contract renewals)
• Team Coordination (15%):
• Partner with Senior Professional Services Consultant and Training & Enablement Specialist to align on customization needs, feature adoption, metrics, and training outcomes
• Own and Expand Annual Services Spend/ P&L
• Coordinate with the centralized due diligence team for executive-level TPRM/due diligence escalations
• Reporting (5%):
• Maintain CRM updates (e.g., Salesforce) on account health, opportunities, and risks
• Track expansion metrics and retention rates for leadership reporting

Benefits

• Comprehensive health benefits
• Wellness program that covers a variety of activities, gym memberships, and more
• Partnerships to support all of life’s milestones: Origin Financial Wellness, Compsych Employee Assistance Program, RocketLawyer Legal Plan, and more
• Various leave programs including 16 weeks of paid parental leave with no tenure requirement
• Thoughtful, regular performance reviews
• Support for workshops and lectures to develop your craft
• Meaningful equity and 401(k) plan
• “Employee-first” environment, where most employees can work wherever they choose
• Flexible work schedule
• Open vacation policy