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. Our cloud banking platform is used by Wells Fargo, U. S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, and deliver end-to-end digital experiences. Our software enables our customers to process an average of more than $5 billion in loans per day, making it possible for consumers to reach their financial goals faster and lead better lives. Come do work that matters. 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. Key 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. - 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. Qualifications Experience : - 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. Skills : - 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. Education : - Bachelor’s degree in Business, Finance, or related field; MBA preferred. Attributes : - Strategic thinker with a customer-centric mindset. - High ownership and ability to navigate complex stakeholder dynamics.