Sales Engineer - Named

As a Sales Engineer- Named, you’ll be the technical heart of the sales and post-sale expansion process - part product expert, part strategist, part storyteller. You’ll partner closely with Sales, Client Sales and Customer Success Managers who manage our largest clients. The Named Account teams work with financial institutions who are 20B+ AUM to identify opportunities, guide technical evaluations, and deliver compelling product demonstrations tailored to real-world banking needs.

We’re looking for a dynamic, curious, and highly technical communicator who’s passionate about digital transformation in financial services. If you thrive at the intersection of technology, strategy, and client-facing collaboration - this is your role.  Outstanding Solutions Engineers should have a keen eye for spotting market trends, a willingness to inspire clients, creativity for selling beyond the demo, and the ability to work both independently and within a team.

How you'll contribute: 

• Be the go-to product and technical expert for your solution area, continually expanding your expertise on both product functionality and industry use cases.
• Partner with sales and customer success teams to identify opportunities, qualify technical fit, and lead evaluations from discovery through demo and solution design.
• Deliver exceptional product demonstrations that resonate with stakeholders - from frontline operators to C-level execs - adapting narratives based on their unique goals and challenges.
• Translate complex technical concepts into clear value propositions, including specs, integration needs, architectural diagrams, and implementation paths.
• Collaborate with product, engineering, marketing, product marketing, and business development to feed customer insights back into product strategy and GTM motions.
• Keep a pulse on customer feedback, market trends, and usage patterns - and communicate them internally to shape roadmap and go-to-market strategy.
• Build and maintain documentation, including presentation content, workflow and architecture diagrams, and recorded assets to scale enablement efforts.
• Elevate the quality of internal demo environments, tools, and delivery methods to continuously improve customer engagement.

Who you are: 

Technical Expertise

• Deep understanding of SaaS platforms, APIs, and integration workflows.
• Ideal candidates are current Sales Engineers and have experience with selling loan origination software, digital account opening, digital lending, mortgage focused solutions
• Proficiency with tools like SQL, JSON, Postman, and Apache Velocity.
• Experience working with cloud infrastructure (e.g., AWS) and web-based application architecture.

Sales & Communication Skills

• Exceptional communicator - able to simplify the complex, inspire confidence, and tell a compelling story to both technical and non-technical audiences.
• Proven track record delivering high-impact product demos and solution presentations.
• Ability to tailor content and conversations to different personas (from operations to the C-suite).

Execution & Collaboration

• Results-driven, with a proactive and resourceful mindset.
• Outstanding organizational skills with the ability to juggle competing priorities across multiple deals and stakeholders.
• Comfortable working cross-functionally and wearing multiple hats in a fast-moving environment.
• Able to travel up to 30 - 40% annually.

Mindset

• A team player who values progress over perfection - and is quick to jump in and support wherever needed.
• Curious and constantly learning - always seeking new ideas and ways to uplevel your team and your craft.
• Self-starter with a sense of urgency and a “no job too small” attitude.

The Client Sales Executive-Enterprise is the strategic quarterback for Blend’s top-tier financial institution customers. In this role, you’ll own the overall relationship with an assigned list of banks and credit unions ranging in size from 1-20B in AUM - driving expansion, retention, and executive alignment. 

Reporting to the Director of Client Sales - Enterprise 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.

How You’ll Contribute:

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.

Who You Are:

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 with a focus on retail banking.

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.

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.

Compensation:

• Base Salary Range: $121,000 and $143,000 (OTE includes base + variable with a 70/30 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.