Client Sales Executive - Named Accounts
Conversion Capital, New York, NY, United States
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Client Sales Executive - Named Accounts United States
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.
As the Client Sales Executive – Named Accounts, you are the strategic quarterback for Blend’s top‑tier financial institution customers—some of the largest banks and credit unions in the US, each with $20B+ in AUM. In this role, you’ll own the relationship with an assigned list of banks and credit unions, 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.
Experience Qualifications
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.
Compensation
Base Salary Range: $125,000 and $150,000 (OTE includes base + variable with a 50/50 split. This applies to full‑time hires. Final offer determined by multiple factors, including but not limited to function, level, geographic location, job‐related knowledge, skills and experience).
Equity: Meaningful Restricted Stock Units in public company stock (NYSE: BLND) so you share in Blend’s long‑term growth and success.
Our Benefits At a Glance We offer a comprehensive and competitive benefits package designed to support your health and work‑life balance.
Health & Wellbeing
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
Growth & Future
401(k) retirement plan with company match
Pre‑tax savings: healthcare & dependent care FSAs, Limited Purpose FSA, and HSA
EEO Statement Blend is an equal opportunity employer that values diversity, inclusion and belonging. In order to meet regulatory reporting requirements and to measure the efficacy of our efforts to build a diverse workforce, we ask that you answer the following questions. These questions are voluntary and anonymous, and have no bearing on any employment decisions.
#J-18808-Ljbffr
Client Sales Executive - Named Accounts United States
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.
As the Client Sales Executive – Named Accounts, you are the strategic quarterback for Blend’s top‑tier financial institution customers—some of the largest banks and credit unions in the US, each with $20B+ in AUM. In this role, you’ll own the relationship with an assigned list of banks and credit unions, 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.
Experience Qualifications
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.
Compensation
Base Salary Range: $125,000 and $150,000 (OTE includes base + variable with a 50/50 split. This applies to full‑time hires. Final offer determined by multiple factors, including but not limited to function, level, geographic location, job‐related knowledge, skills and experience).
Equity: Meaningful Restricted Stock Units in public company stock (NYSE: BLND) so you share in Blend’s long‑term growth and success.
Our Benefits At a Glance We offer a comprehensive and competitive benefits package designed to support your health and work‑life balance.
Health & Wellbeing
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
Growth & Future
401(k) retirement plan with company match
Pre‑tax savings: healthcare & dependent care FSAs, Limited Purpose FSA, and HSA
EEO Statement Blend is an equal opportunity employer that values diversity, inclusion and belonging. In order to meet regulatory reporting requirements and to measure the efficacy of our efforts to build a diverse workforce, we ask that you answer the following questions. These questions are voluntary and anonymous, and have no bearing on any employment decisions.
#J-18808-Ljbffr