Sales Engineer - Enterprise

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 primary objective of a Blend Sales Engineer is to support the sales team as the Subject Matter Expert of the Blend mortgage and consumer banking product suite.  As a Sales Engineer, you will be helping to maintain our various demonstration environments, delivering live environment demonstrations to our prospects and clients, and supporting the integration and technical solutioning requirements associated with winning new business.

To be successful in this position you must be a high energy individual that is driven to perform above expectations.  You must demonstrate your prior successful complex software management and delivery, show a solution selling capability, command superb communication skills and sell with integrity. A mortgage background is a plus. 

The Sales Engineer will work primarily remote with travel around ~30-40%.  Our goal is to ensure a solid understanding of our prospective clients’ business requirements and help drive new sales of Blend products and services through product expertise and technical subject matter expertise.

How you'll contribute: 

• Provides subject matter expertise for the Sales Organization to plan and execute appropriate system demonstrations that highlight relevant business functionality, requirements, and industry standards.
• Responsible for the development and maintenance of demonstration environments. In addition, when required to support unique sales opportunities, provides analysis, definition and execution of specific workflow configuration, including, where appropriate, coordination of development activities.
• Provide functional content for RFPs as needed.
• Work cross-functionally with product and development teams to diagnose/resolve system issues/bugs/defects and enhance overall solution.
• Continually work to enhance and strengthen our demonstration capabilities.
• Draft content in documentation in support of the overall solution delivery including powerpoint content, workflow diagrams, architectural diagrams, and recorded content.

Who you are: 

Software Specific

• Consistent track record of success managing and configuring software applications.
• Ability to communicate with senior level management, to explain complex processes and to demonstrate Internet services over the phone.
• Deliver high caliber demonstrations and presentations of the software suite via the web.
• Direct E-mail – provide prospects with service information to cultivate relationships.
• High level of familiarity with SaaS applications, management and delivery via AWS hosted services.
• Leverage internal sales tools for opportunity management and advancement.
• Superior organizational and time management skills.

General Business

• Results oriented mindset.
• Highly organized with proven multi-tasking capabilities.
• Exceptional attention to detail and accuracy.
• Excellent communication skills, both oral and written.
• Excellent presentation skills utilizing dynamic media to enhance messaging.
• Proactive and a team player.

Requirements

• Minimum 8 years complex technology sales/delivery.
• Experience with SaaS software configuration, delivery, implementation.
• Experience with database and scripting languages including SQL, json, Apache Velocity.
• Experience with API integration and postman.
• Timely and professional work ethic.
• A sense of urgency and can-do 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: $97,000 and $114,000 (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.

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