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Principal Client Advisor - FinServ (United States)

Work from home

Remote role where the employee must remain based in a particular country.

United States only

From the listing details: Source listing states candidate location: "Remote (United States - New York Metropolitan ONLY), Remote (United States)"

Employer listed it 3 weeks ago · Added 3 weeks ago

Been open since 3 weeks ago, still being checked, but it has been live a while.

Salary

$150k to $180k per year

Location

United States only

Timezone

US East

Contract

Full-time

Experience

Lead

Category

Sales

Stated by the employer in the job description

What the advert says

Quoted word for word from the employer's advert. Where it says nothing, we say so.

Working hours
Not mentioned in the advert
Where you can work from
Location eligibility not confirmed
Contract
Not mentioned in the advert
Experience asked for
Not mentioned in the advert
Pay
This role offers competitive On-Target Earnings (OTE) comprising base salary plus sales commission, along with benefits and equity.

Remote flexibility

Work from home

This is a remote role, but the employee must be based in United States. It is work from home rather than work from anywhere.

What the employer says

  • Source listing states candidate location: "Remote (United States - New York Metropolitan ONLY), Remote (United States)"

What Nomaders makes of it

  • Residency required in United States
  • Payroll and tax are likely handled in that country only

The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.

Before you apply

Experience: employer states

Written as a requirement

  • “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.”

Questions worth asking: Nomaders interpretation

  • The advert does not say where you can be based. Ask which countries they can legally employ or contract you from.
  • The advert does not say whether this is employment or a contractor arrangement. Ask, as it affects tax and benefits.

Produced automatically from this advert's text; not reviewed by a person. The employer's own page is the final word.

About the role

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

Requirements

The employer hasn't listed requirements separately, they're described in the role summary above and on the original listing.

Benefits

No benefits package published with this listing. Ask about it at first interview.

How to apply

  1. 1Check the flexibility label above, work from home, matches where you plan to live and work.
  2. 2Tailor your CV to the role at Karat, mentioning your remote working experience and working hours (US East).
  3. 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.

Found 20d ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.

Listing sourced from Company boards.

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