Principal Client Advisor - FinServ (United States)

The role

You will land new business logos and support customers through their entire lifecycle. You will act as a strategic advisor for sophisticated enterprise clients to drive hiring and analytical transformations.

What you will do

• Serve as the strategic advisor for the Company's most sophisticated enterprise clients
• Lead strategic growth initiatives for a portfolio of high-value enterprise accounts
• Lead complex enterprise sales cycles from opportunity identification through contract negotiation and closing
• Cultivate executive-level relationships across your portfolio of enterprise clients
• Analyze various performance data sets and metrics to provide insights
• Work closely with other GTM teams to develop and execute account strategies
• Act as the client's voice within the Company
• Partner with senior stakeholders across divisions to drive organizational change management

Required qualifications

• 10+ years of strategic enterprise SaaS sales or account management
• 4+ years selling to enterprise FinServ and/or FinTech organizations
• Track record of consistently exceeding quota
• Demonstrated success closing complex enterprise deals ($250k-$1m+) with 6+ month sale cycles
• 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
• 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
• Experience using modern sales tech stack (Salesforce, Sales Engagement Platforms, LinkedIn Sales Navigator)

Nice to have

• Success in fast-paced, high-growth, and quick-change environments
• Technical leaders a strong plus

Benefits

• Base salary
• Sales commission
• Equity

Before you apply

• This position is only available to candidates residing in the New York City Metropolitan Area
• Immigration sponsorship is not available

About the company

Karat is a talent elevation partner that helps technical leaders transform their workforce. The company evaluates and benchmarks engineering talent using best-in-class methodologies and AI-native scenarios.