Client Sales Executive - Named Accounts jobs in United States
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Blend · 3 months ago

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 will own the overall relationship with Blend’s largest financial institution customers, driving expansion and ensuring alignment on business objectives.

Financial ServicesFinTechLendingSoftware
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H1B Sponsor Likelynote

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

Qualification

Account managementSaaS/fintech experienceStrategic account planningExecutive communicationCRM proficiencyCustomer-centric mindsetNegotiation skillsHigh ownership

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
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

Preferred

MBA preferred
High ownership and ability to navigate complex stakeholder dynamics

Benefits

We offer medical, dental, and vision benefits, with a generous employer contribution that helps keep your medical insurance costs low.
Company-paid life, short-term, and long-term disability coverage
Generous PTO, holidays, and maternity/parental leave
Employee Assistance Program (EAP): mental health, legal, childcare & eldercare, financial planning, college search, and more
Voluntary benefits: accident, critical illness, hospital indemnity, identity theft, and legal insurance
Monthly wellness stipend for fitness, mental health, and well-being
Additional perks: Milk Stork, pet insurance, and paid volunteer time off
401(k) retirement plan with company match
Pre-tax savings: healthcare & dependent care FSAs, Limited Purpose FSA, and HSA

Company

Blend is a digital lending platform that facilitates the entire lending process, from application to underwriting to closing.

H1B Sponsorship

Blend has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (20)
2023 (16)
2022 (38)
2021 (48)
2020 (35)

Funding

Current Stage
Public Company
Total Funding
$815M
Key Investors
Haveli InvestmentsCanapi VenturesGreylock
2024-04-29Private Equity· $150M
2021-07-16IPO
2021-02-08Secondary Market

Leadership Team

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Brian Kneafsey
Chief Revenue Officer (CRO)
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Dana Maxman
Home Buying Journey at Blend
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Recent News

Company data provided by crunchbase