Principal Client Advisor - FinServ (United States)

karat | HR technology

2h 6m ago

Remote In-Country

Full Time

United States of America

$150k - $180k USD/yr

Title: Principal Client Advisor - FinServ (United States) Location: Remote (United States - New York Metropolitan ONLY)

We're Karat, the world's largest interviewing company.

Karat is transforming organizations around the world. We provide a powerful system for technical leaders at companies like PayPal, Atlassian, and Citi who want to take control of how they hire top engineers, elevate their teams and contractors, and stay ahead. At the core of Karat’s system are live, expert-led interviews, analytics designed to give leaders maximum visibility, and the most robust interview performance dataset in the world.

Come join our Sales team

Our Sales team is committed to maximizing the value and impact of Karat's solution within our most significant enterprise partnerships, working closely with engineering and recruiting leaders to drive transformational hiring outcomes. Through strategic consultation and data-driven insights, we guide organizations through complex change management initiatives that deliver measurable business value and program growth.

What you will do

As a Principal Client Advisor, you will be responsible for 1) landing new business logos and also 2) supporting customers through their entire customer lifecycle by delivering hiring and analytical expertise that allows them to transform their hiring processes into a competitive advantage. In keeping a close relationship with your book of business, you will be responsible for the continued expansion of their accounts.

This role will require up to 20% travel for strategic face-to-face meetings with enterprise prospects and industry events.

Serve as the strategic advisor for the Company's most sophisticated enterprise clients, managing complex, multi-stakeholder relationships and delivering high-impact solutions that drive transformational outcomes.
Lead strategic growth initiatives for a portfolio of high-value enterprise accounts, consistently driving exceptional YOY revenue growth through renewals and expansions.
Lead complex enterprise sales cycles from opportunity identification through contract negotiation and closing, working cross-functionally with internal stakeholders to orchestrate successful outcomes.
Cultivate executive-level relationships across your portfolio of enterprise clients, positioning the Company's solutions to address complex organizational challenges and achieve measurable business impact.
Analyze various performance data sets and metrics, continuously providing insights that ensure clients make informed decisions throughout their Company partnership.
Work closely with other GTM teams to develop and execute account strategies that maximize opportunities for growth within the client account.
Act as the client's voice within the Company, representing their feedback and needs to relevant teams, such as product, marketing, solutions, and customer experience.
Partner with senior stakeholders across divisions to drive organizational change management, building consensus on hiring process improvements and establishing shared goals, success metrics, and accountability frameworks.

The experience you will bring

10+ years of strategic enterprise SaaS sales or account management, with at least 4+ years selling to enterprise FinServ and/or FinTech organizations, with a track record of consistently exceeding quota.
Success in fast-paced, high-growth, and quick-change environments preferred
Demonstrated success closing complex enterprise deals ($250k-$1m+) with 6+ month sale cycles involving multiple stakeholders and business units in regulated financial environments.
Proven track record managing complex, multi-stakeholder relationships at Fortune 500 or similarly large enterprise organizations
Experience driving upsell/expansion revenue while maintaining high retention rates in a B2B SaaS environment
Strong consulting background or demonstrated ability to influence C-level stakeholders and drive organizational change (technical leaders a strong plus)
History of managing large-scale technology implementations or transformation projects
Deep expertise in building business cases and ROI analyses to justify program expansions
Strong understanding of technical recruiting, engineering operations, or related domains that impact senior technology leaders
Experience using modern sales tech stack (Salesforce, Sales Engagement Platforms, LinkedIn Sales Navigator)

This position is only available to candidates residing in the New York City Metropolitan Area only. While our team operates 100% remotely, we are currently limiting hiring to these specific locations. Applications from other locations/states will not be considered at this time.

Immigration sponsorship is not available.

This role offers competitive On-Target Earnings (OTE) comprising base salary plus sales commission, along with benefits and equity. While the commission opportunity is uncapped, it is not guaranteed.

A variety of factors may influence final compensation packages, including professional background, experience, and location. Actual offers may differ from the ranges listed below.

The base salary range for this position is:

$150,000—$180,000 USD

The annual commission target for this position is:

$90,000—$120,000 USD

Additional Information

By applying for a position, you consent to the processing of your personal data in accordance with Karat’s Employee and Contractor Privacy Notice found here.

Statement of Inclusivity

In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on “protected categories,” we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at Karat.

We value a diverse workforce: people of color, womxn, and LGBTQIA+ individuals are strongly encouraged to apply.

Required Skills

salesforce

Required Languages

🇬🇧 English

We're Karat, the world's largest interviewing company.

Come join our Sales team

What you will do

This role will require up to 20% travel for strategic face-to-face meetings with enterprise prospects and industry events.

Serve as the strategic advisor for the Company's most sophisticated enterprise clients, managing complex, multi-stakeholder relationships and delivering high-impact solutions that drive transformational outcomes.

Lead strategic growth initiatives for a portfolio of high-value enterprise accounts, consistently driving exceptional YOY revenue growth through renewals and expansions.

Lead complex enterprise sales cycles from opportunity identification through contract negotiation and closing, working cross-functionally with internal stakeholders to orchestrate successful outcomes.

Cultivate executive-level relationships across your portfolio of enterprise clients, positioning the Company's solutions to address complex organizational challenges and achieve measurable business impact.

Analyze various performance data sets and metrics, continuously providing insights that ensure clients make informed decisions throughout their Company partnership.

Work closely with other GTM teams to develop and execute account strategies that maximize opportunities for growth within the client account.

Act as the client's voice within the Company, representing their feedback and needs to relevant teams, such as product, marketing, solutions, and customer experience.

Partner with senior stakeholders across divisions to drive organizational change management, building consensus on hiring process improvements and establishing shared goals, success metrics, and accountability frameworks.

The experience you will bring

10+ years of strategic enterprise SaaS sales or account management, with at least 4+ years selling to enterprise FinServ and/or FinTech organizations, with a track record of consistently exceeding quota.

Success in fast-paced, high-growth, and quick-change environments preferred

Demonstrated success closing complex enterprise deals ($250k-$1m+) with 6+ month sale cycles involving multiple stakeholders and business units in regulated financial environments.

Proven track record managing complex, multi-stakeholder relationships at Fortune 500 or similarly large enterprise organizations

Experience driving upsell/expansion revenue while maintaining high retention rates in a B2B SaaS environment

Strong consulting background or demonstrated ability to influence C-level stakeholders and drive organizational change (technical leaders a strong plus)

History of managing large-scale technology implementations or transformation projects

Deep expertise in building business cases and ROI analyses to justify program expansions

Strong understanding of technical recruiting, engineering operations, or related domains that impact senior technology leaders

Experience using modern sales tech stack (Salesforce, Sales Engagement Platforms, LinkedIn Sales Navigator)

Immigration sponsorship is not available.