Sales Executive

Who you are

• This is a high-visibility role for a consultative seller who thrives in long sales cycles, understands regulated financial environments, and knows how to sell transformational platforms into the C-suite
• 7–10+ years of enterprise SaaS sales experience selling to large banks and credit unions in the 20B+ AUM category
• Proven success closing new logo deals with large banks and/or credit unions
• Strong background selling complex platforms such as loan origination systems, digital lending, digital account opening, mortgage technology, or adjacent fintech solutions
• Demonstrated ability to manage long, multi-stakeholder sales cycles with sophisticated buyers
• Enterprise prospecting and strategic account planning expertise
• Executive-level communication, storytelling, and negotiation skills
• Deep understanding of the regulatory, compliance, and operational realities of large financial institutions
• Proficiency with CRM tools (Salesforce) and disciplined pipeline management
• Bachelor’s degree in Business, Finance, or a related field required; MBA preferred
• Hunter mindset with a consultative, relationship-driven approach
• Strategic, curious, and comfortable operating in ambiguity
• High ownership, resilience, and ability to influence without authority
• Credible, confident presence with executive buyers

What the job involves

• The Sales Executive – New Logo (Named Accounts) is responsible for driving net-new customer acquisition across the largest target financial institutions - Banks and Credit Unions with $20B+ in assets under management (AUM). This role is a strategic, enterprise sales position focused on originating, developing, and closing complex, multi-stakeholder deals with some of the most sophisticated financial institutions in the U.S
• Reporting to the Director of Sales - Named, you will own the full sales cycle - from account targeting and executive engagement through deal negotiation and close - working closely with Product, Solution Engineering, Marketing, and Executive Leadership
• Target a named list of enterprise prospect accounts (Banks & Credit Unions $20B+ AUM) and develop multi-year account penetration strategies
• Source, qualify, and advance net-new opportunities through complex, consultative sales cycles
• Build and manage a robust pipeline aligned to annual new logo revenue targets
• Navigate long buying cycles involving executive leadership, IT, compliance, risk, and procurement teams
• Position Blend as a strategic platform partner, not just a point solution
• Build trusted relationships with C-suite and senior executives (CEO, CIO, CDO, Head of Lending, Head of Digital)
• Lead discovery, value articulation, and ROI-based business cases tailored to enterprise institutions
• Drive pricing, contract negotiation, and deal structuring in partnership with Legal and Finance
• Orchestrate internal and external stakeholders to move deals forward efficiently
• Partner with Solution Engineers to deliver compelling, outcome-driven demos and technical validation
• Collaborate with Product and Marketing to align customer needs with roadmap and messaging
• Ensure seamless handoff to Client Sales and Customer Success post-close
• Maintain accurate pipeline, forecasts, and activity tracking in Salesforce
• Communicate deal progress, risks, and next steps clearly to sales leadership
• 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
• 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)
• 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
• 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