Client Sales Executive - Named Accounts

Blend is a diverse team of problem solvers who believe that the world’s financial resources should be more accessible. The Client Sales Executive-Named Accounts is responsible for managing relationships with top-tier financial institution customers, driving account strategy, expansion, and ensuring 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:

• 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
• Strategic thinker with a customer-centric mindset
• High ownership and ability to navigate complex stakeholder dynamics
• MBA preferred