Client Sales Executive - Named Accounts

United States full timeOn Site

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senior

H1B: no

Blend The Client Sales Executive - Named Accounts manages relationships with top-tier financial institution customers, driving expansion, retention, and executive alignment. This role involves developing account strategies, leading quarterly business reviews, and coordinating cross-functional teams to maximize customer value.

Responsibilities

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.

Qualification

Proficiency in CRM tools (eBachelor’s degree in BusinessAt BlendTo comply with local legislation

Required

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.
At Blend, we are committed to offering a competitive compensation package.
To comply with local legislation, as well as to provide greater transparency to candidates, we share base pay ranges on all job postings regardless of desired hiring location. Final base pay offer amounts will vary depending on multiple factors, including but not limited to function, level, geographic location, job related knowledge, skills, and experience. Beyond base pay, Blends benefits and perks are described below.