Client Sales Executive - IMB

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.

Blend is hiring an exceptional Client Account Executive responsible for retaining, expanding, and deepening relationships with existing Independent Mortgage Bank (IMB) customers by transforming the technology that powers their consumer and residential lending operations.

In this role, you will serve as a trusted strategic partner to a portfolio of IMB customers, developing a deep understanding of their origination models, operational workflows, regulatory considerations, and growth strategies. You will focus on renewals, expansion, platform adoption, and the successful rollout of new features across Blend Mortgage - driving long-term customer value and revenue growth within the IMB segment.

How You’ll Contribute:

• Own and manage the post-sale customer lifecycle for a portfolio of Independent Mortgage Bank customers, with responsibility for renewals, expansions, and long-term account growth.

• Lead the renewal process for IMB accounts, coordinating internal stakeholders to ensure successful, timely renewals aligned to customer business cycles.

• Build and deepen executive-level relationships across IMB leadership, including Operations, Technology, Digital, and Lending executives.

• Act as a trusted advisor by bringing forward strategic recommendations that align Blend’s platform with IMB priorities such as pull-through, borrower experience, operational efficiency, and scalability.

• Develop and execute account strategies to increase adoption and expansion across Blend’s product suite, including Home Buying Journey and consumer engagement offerings.

• Identify, qualify, and close upsell and cross-sell opportunities within existing IMB accounts by aligning new product capabilities to evolving business needs.

• Partner closely with Customer Success, Implementation, Product, Marketing, and Support teams to drive successful outcomes across complex IMB environments.

• Contribute to account-specific marketing, adoption, and usage strategies that support lender growth and maximize platform value.

• Help define and manage customer project plans, including implementation timelines, resourcing requirements, risk mitigation, and budget considerations.

• Maintain a strong understanding of mortgage market trends, regulatory dynamics, and competitive pressures impacting Independent Mortgage Banks.

Who You Are:

• 7+ years of experience in strategic SaaS sales, account management, or customer expansion, preferably supporting financial services or mortgage technology customers.

• Demonstrated success managing and growing enterprise or mid-market IMB customer relationships.

• Strong familiarity with Independent Mortgage Bank operating models, including LOS ecosystems, digital lending workflows, and third-party vendor environments.

• Exceptional communication and presentation skills, with experience engaging C-suite and executive stakeholders.

• Highly consultative, with strong listening skills and a customer-first mindset.

• Able to clearly articulate contractual, technical, and financial value to executive audiences.

• Strong technical aptitude with the ability to quickly develop deep product knowledge.

• Comfortable working cross-functionally in a fast-paced, evolving environment.

• Ability to travel up to 25% of the time.

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