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crm account management fintech salesforce saas📋 Description
- Own relationships with 20B+ banks/credit unions; drive expansion and retention.
- Define long-term account strategy; align with customer goals.
- Organize partner product sales within Blend ecosystem; identify cross-sell opportunities.
- Lead QBRs with executives; present ROI and strategic roadmaps.
- Build and maintain C-level relationships; escalation point for strategic issues.
- Coordinate with cross-functional teams for customization and adoption.
🎯 Requirements
- 7-10 years in account mgmt or sales in SaaS/fintech (enterprise).
- Expansion experience for financial institutions; SaaS/low-code a plus.
- Sell loan origination software, digital account opening, lending, mortgages.
- Experience with Top 50 Banks or Credit Unions.
- Executive communication and negotiation skills.
- CRM tools (Salesforce) proficiency and QBR prep.
- Bachelor's degree; MBA preferred.
🎁 Benefits
- Medical, dental, vision with employer contributions.
- Company-paid life and disability coverage.
- PTO, holidays, parental leave.
- Employee Assistance Program (EAP) for support and planning.
- Voluntary benefits and monthly wellness stipend.
- 401(k) with company match and pre-tax savings options.
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