Key skills
Business DevelopmentSaaS/fintech experienceStrategic account planningCRM proficiencyExecutive communicationCustomer-centric mindsetNegotiation skillsStrategic thinkerCSaaSSalesforceCRMLeadershipCommunicationCollaborationNegotiationCustomer SuccessSales
About this role
Blend is a diverse team of problem solvers who believe that the world’s financial resources should be more accessible. The Client Sales Executive - Mid-Market will own the overall relationship with an assigned list of banks and credit unions, driving expansion, retention, and executive alignment while collaborating cross-functionally to ensure customer success.
Responsibilities:
- 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
Requirements:
- 2+ years in a Business Development / Lead generation role in SaaS/fintech, with a proven track record of exceeding targets
- Experience selling loan origination software, digital account opening, digital lending, mortgage focused solutions
- Experience working with smaller Banks and or Credit Unions with a focus on retail banking
- Strategic account planning and revenue growth expertise
- Exceptional executive communication and negotiation skills
- Proficiency in CRM tools (e.g., Salesforce)
- Ability to synthesize customization and adoption data for strategic decisions
- Bachelor's degree in Business, Finance, or related field
- Strategic thinker with a customer-centric mindset
- High ownership and ability to navigate complex stakeholder dynamics
- MBA preferred