Principal Client Advisor - FinServ (United States)

Overview

Principal Client Advisor on Karat's Sales team, responsible for landing new enterprise logos and expanding and supporting a book of strategic FinServ/FinTech accounts through the full customer lifecycle.

What you'll do

• Land new business logos and expand existing accounts through renewals and expansions, driving exceptional YOY revenue growth.
• Serve as the strategic advisor for the most sophisticated enterprise clients, managing complex, multi-stakeholder relationships.
• Lead complex enterprise sales cycles from opportunity identification through contract negotiation and closing, working cross-functionally.
• Cultivate executive-level relationships and position Karat's solutions to address complex organizational challenges.
• Analyze performance data sets and metrics, providing insights that help clients make informed decisions.
• Develop and execute account strategies with other GTM teams to maximize growth within client accounts.
• Act as the client's voice within the Company, representing their feedback and needs to product, marketing, solutions and customer experience teams.
• Partner with senior stakeholders to drive organizational change management, building consensus on hiring process improvements and shared success metrics.

What you'll need

• 10+ years of strategic enterprise SaaS sales or account management.
• At least 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 sales 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.
• Deep expertise in building business cases and ROI analyses to justify program expansions.

Nice to have

• Success in fast-paced, high-growth, and quick-change environments.
• 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.
• 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).

Details

• Remote, open only to candidates residing in the New York City Metropolitan Area.
• Up to 20% travel for strategic face-to-face meetings with enterprise prospects and industry events.
• Immigration sponsorship is not available.
• Compensation: base salary $150,000 - $180,000 USD plus annual commission target $90,000 - $120,000 USD (OTE).