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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. 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.

YEAR

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 youll contribute: <ul><li>Provides subject matter expertise for the Sales Organization to plan and execute appropriate system demonstrations that highlight relevant business functionality, requirements, and industry standards.</li><li>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.</li><li>Provide functional content for RFPs as needed.</li><li>Work cross-functionally with product and development teams to diagnose/resolve system issues/bugs/defects and enhance overall solution.</li><li>Continually work to enhance and strengthen our demonstration capabilities.</li><li>Draft content in documentation in support of the overall solution delivery including powerpoint content, workflow diagrams, architectural diagrams, and recorded content.</li></ul>Who you are: Software Specific<ul><li>Consistent track record of success managing and configuring software applications.</li><li>Ability to communicate with senior level management, to explain complex processes and to demonstrate Internet services over the phone.</li><li>Deliver high caliber demonstrations and presentations of the software suite via the web.</li><li>Direct E-mail – provide prospects with service information to cultivate relationships.</li><li>High level of familiarity with SaaS applications, management and delivery via AWS hosted services.</li><li>Leverage internal sales tools for opportunity management and advancement.</li><li>Superior organizational and time management skills.</li></ul>General Business<ul><li>Results oriented mindset.</li><li>Highly organized with proven multi-tasking capabilities.</li><li>Exceptional attention to detail and accuracy.</li><li>Excellent communication skills, both oral and written.</li><li>Excellent presentation skills utilizing dynamic media to enhance messaging.</li><li>Proactive and a team player.</li></ul>Requirements<ul><li>Minimum 8 years complex technology sales/delivery.</li><li>Experience with SaaS software configuration, delivery, implementation.</li><li>Experience with database and scripting languages including SQL, json, Apache Velocity.</li><li>Experience with API integration and postman.</li><li>Timely and professional work ethic.</li><li>A sense of urgency and can-do attitude.</li></ul>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%):<ul><li>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.</li><li>Organize the selling of partner products that are part of the overall blend ecosystem.</li><li>Identify cross-sell/upsell opportunities in collaboration with Senior Professional Services Consultant, using customization and adoption insights.</li><li>Lead Quarterly Business Reviews (QBRs) with executive stakeholders, presenting ROI and strategic roadmaps.</li></ul>Relationship Management (30%): <ul><li>Build and maintain C-level relationships with client executives, ensuring alignment on business objectives.</li><li>Act as the escalation point for strategic issues (e.g., major compliance disputes, contract renewals).</li></ul>Team Coordination (15%): <ul><li>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. </li><li>Coordinate with the centralized due diligence team for executive-level TPRM/due diligence escalations.</li></ul>Reporting (5%): <ul><li>Maintain CRM updates (e.g., Salesforce) on account health, opportunities, and risks.</li><li>Track expansion metrics and retention rates for leadership reporting.</li></ul>Who You Are:Experience: <ul><li>7-10 years in account management or sales in SaaS/fintech, with a proven track record of managing enterprise-level accounts.</li><li>Experience driving expansion for financial institutions, ideally with SaaS or low-code platforms.</li><li>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.</li></ul>Skills: <ul><li>Strategic account planning and revenue growth expertise.</li><li>Exceptional executive communication and negotiation skills.</li><li>Proficiency in CRM tools (e.g., Salesforce) and QBR preparation.</li><li>Ability to synthesize customization and adoption data for strategic decisions.</li></ul>Education:<ul><li>Bachelor’s degree in Business, Finance, or related field; MBA preferred.</li></ul>Attributes: <ul><li>Strategic thinker with a customer-centric mindset.</li><li>High ownership and ability to navigate complex stakeholder dynamics.</li></ul>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:<ul><li>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.)</li><li>Equity : Meaningful Restricted Stock Units in public company stock (NYSE: BLND) so you share in Blend’s long-term growth and success.</li></ul>Our Benefits at a GlanceWe offer a comprehensive and competitive benefits package designed to support your health and work-life balance.Health & Wellbeing<ul><li>We offer medical, dental, and vision benefits, with a generous employer contribution that helps keep your medical insurance costs low.</li><li>Company-paid life, short-term, and long-term disability coverage</li><li>Generous PTO, holidays, and maternity/parental leave</li><li>Employee Assistance Program (EAP): mental health, legal, childcare & eldercare, financial planning, college search, and more</li><li>Voluntary benefits: accident, critical illness, hospital indemnity, identity theft, and legal insurance</li><li>Monthly wellness stipend for fitness, mental health, and well-being</li><li>Additional perks: Milk Stork, pet insurance, and paid volunteer time off</li></ul>Growth & Future<ul><li>401(k) retirement plan with company match</li><li>Pre-tax savings: healthcare & dependent care FSAs, Limited Purpose FSA, and HSA</li></ul>

Blend

Sales Engineer - Enterprise - Remote

Amazon Web Services (AWS)

Analysis Skills

Apache

Application Programming Interface (API)

Architectural Services

Banking Services

C-Level Management

Childcare

Cloud Computing

Communication Skills

Consulting

Content Delivery/Distribution

Content Development

Credit Union

Cross-Functional

Cross-Selling

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Database Technology

Detail Oriented

Develop and Maintain Customers

Direct Email

Due Diligence

Ecosystems

Employee Assistance Plan

Enterprise Sales

Executive Relationships

Finance

Financial Planning

Financial Services

Fitness

Flexible Spending Accounts

Healthcare

Identify Issues

Industry Standards

Inside Sales

Internet/Online Service

JSON

Leadership

Legal

Loan Origination

Loans

Mail Services

Metrics

Microsoft PowerPoint

Mortgage

Mortgage Lending

Multitasking

Negotiation Skills

Organizational Skills

Partner Sales

Presentation/Verbal Skills

Problem Solving Skills

Product Demonstration

Productivity Management

Professional Services

Profit & Loss

Psychiatry and Mental Health

Relationship Management

Request for Proposals (RFP)

Retail Banking

Return on Investment (ROI)

Revenue Growth

Revenue Planning

SQL (Structured Query Language)

Sales

Sales Management

Sales Prospecting

Sales Strategy

Sales Support

Sales Tools

Sales/Support Engineering (SE)

Salesforce.com

Scripting (Scripting Languages)

Software Configuration Management

Software Sales

Software as a Service (SaaS)

Solution Sales

Strategic Accounts

Strategic Planning

Support Documentation

Team Lead/Manager

Team Player

Technical Delivery

Technology Sales

Time Management

Up-Selling

Writing Skills

Ivy Exec

OTHER

FEED

They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.

<h1 style="text-align:center">American Beacon Partners</h1><h2 style="text-align:center">Regional Advisor Consultant - West Region (Hybrid Wholesaler)</h2><h3 style="text-align:center">Sales</h3> American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2025, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the seventh consecutive year. For more information, please visit <a href="http://www.ambeacon.com" rel="nofollow">www.ambeacon.com</a> Ideal candidate must be located in Northern California Job Description:A Regional Advisor Consultant is a financial sales professional who combines the duties of both internal and external wholesalers. They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings.  Key Responsibilities<ul><li style="line-height:normal">Territory Management: Strategically manage an assigned territory to maximize sales and promote financial products to a specific segment of financial advisors and broker-dealers</li><li style="line-height:normal">Sales and Business Development: Identify and qualify new prospects, generate new business, and work to expand sales with existing clients</li><li style="line-height:normal">Relationship Management: Build and maintain strong, productive relationships with financial advisors and institutional clients through regular phone calls, virtual meetings, and limited in-person travel</li><li style="line-height:normal">Product Consultation: Serve as a subject matter expert by educating advisors on financial products and developing customized solutions for their clients</li><li style="line-height:normal">Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies</li><li style="line-height:normal">Presentations and Meetings: Deliver compelling presentations, host virtual meetings, and attend industry conferences to increase product awareness and drive sales</li><li style="color:#0a0a0a;line-height:normal">Administrative Duties: Utilize a Customer Relationship Management (CRM) system and other sales technology to track activities, manage a pipeline, and develop a data-driven territory business plan</li></ul> Requirements<ul><li style="color:#0a0a0a;line-height:normal">Education: A bachelor's degree, with a focus on business, finance, or a related field</li><li style="color:#0a0a0a;line-height:normal">Experience: 5+ years of experience as an internal wholesaler or in a financial services sale's role</li><li style="color:#0a0a0a;line-height:normal">Licensing: Relevant FINRA licenses, such as Series 7 and Series 63 or 66, are preferred</li><li style="color:#0a0a0a;line-height:normal">Communication: Excellent verbal, written, and presentation skills are essential for effectively communicating with clients and internal teams</li><li style="color:#0a0a0a;line-height:normal">Relationship Building: A proven track record of building and maintaining strong relationships with financial professionals is a key requirement</li><li style="color:#0a0a0a;line-height:normal">Adaptability: The role requires strong time management and the ability to balance remote outreach with periodic in-person travel</li><li style="color:#0a0a0a;line-height:normal">Technical Aptitude: Proficiency with CRM systems and other financial technology is necessary to effectively manage the territory</li></ul> Travel expectation is 50% of the time in defined territory #LI-Remote  Job Posted by ApplicantPro

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Sales Engineer - Enterprise - Remote Blend

Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon Partners

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