Teams at Blend

Owns strategic relationships with major banks and credit unions, driving account expansion, renewals, retention, executive alignment, and revenue growth. Develops account strategies, leads QBRs, manages C-level relationships, identifies cross-sell and upsell opportunities, coordinates internal teams, oversees services spend, handles escalations, and maintains CRM reporting. Requires enterprise SaaS or fintech account management experience, preferably selling lending or digital banking solutions to large financial institutions.

Owns Blend’s SEC filings, external financial reporting, technical accounting, equity and lease accounting, audit management, SOX compliance, and reporting systems. Leads preparation of 10-K, 10-Q, and 8-K filings; advises on U.S. GAAP and complex transactions; improves automation, controls, close processes, and data integrity; manages Workiva and related finance systems; partners with auditors, executives, investor relations, legal, tax, and FP&A; and builds high-performing reporting teams.

Own full sales cycle to acquire net-new enterprise banking customers ($20B+ AUM). Source and qualify complex opportunities, engage C-suite, build ROI-driven business cases, negotiate contracts, manage multi-stakeholder deals, and collaborate with Solution Engineering, Product, Legal, and Customer Success to close and expand accounts while maintaining Salesforce pipeline and forecasts.