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Karat

Principal Client Advisor – FinServ

Karat

. Serve as strategic advisor for sophisticated enterprise clients, managing complex multi-stakeholder relationships and delivering high-impact solutions .

Posted 10/7/2026full-timeRemote • New York • United StatesLead💰 $150,000 - $180,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates extensive experience in strategic enterprise SaaS sales and account management, with a proven ability to cultivate executive-level relationships and drive organizational change. Expertise in managing complex sales cycles and delivering high-impact solutions in regulated financial environments.

Highest-signal resume keywords
10+ Years Strategic Enterprise SaaS Sales ExperienceComplex Enterprise Deal Closing ($250k-$1m+)Multi-Stakeholder Relationship ManagementSalesforce ProficiencyB2B SaaS Upsell/Expansion Revenue Generation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Strategic Growth InitiativesAccount Strategy DevelopmentPerformance Data AnalysisBusiness Case DevelopmentROI Analysis
Soft Skills
Consulting BackgroundInfluencing C-Level StakeholdersOrganizational Change Management
Tools & Technologies
Sales Engagement PlatformsLinkedIn Sales Navigator
Industry Keywords
Enterprise FinServFinTechRegulated Financial EnvironmentsCustomer Lifecycle ManagementFortune 500 Experience

About the role

Key responsibilities & impact
  • Serve as strategic advisor for sophisticated enterprise clients, managing complex multi-stakeholder relationships and delivering high-impact solutions
  • Lead strategic growth initiatives for high-value enterprise accounts through renewals and expansions
  • Lead complex enterprise sales cycles from opportunity identification through contract negotiation and closing
  • Cultivate executive-level relationships and position company solutions to address organizational challenges
  • Analyze performance data and metrics to provide client insights
  • Develop and execute account strategies with GTM teams to maximize growth opportunities
  • Represent client feedback and needs to product, marketing, solutions, and customer experience teams
  • Drive organizational change management and establish shared goals, success metrics, and accountability frameworks
  • Land new business logos and support customers throughout the customer lifecycle
  • Travel up to 20% for strategic face-to-face meetings and industry events

Requirements

What you’ll need
  • 10+ years of strategic enterprise SaaS sales or account management experience
  • At least 4+ years selling to enterprise FinServ and/or FinTech organizations
  • Track record of consistently exceeding quota
  • 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
  • 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 impacting senior technology leaders
  • Experience using Salesforce, Sales Engagement Platforms, and LinkedIn Sales Navigator
  • Must reside in the New York City Metropolitan Area
  • Immigration sponsorship is not available

Benefits

Comp & perks
  • Uncapped sales commission opportunity (annual commission target of $90,000–$120,000; commission not guaranteed)
  • Benefits
  • Equity
  • 100% remote work
  • Up to 20% travel for strategic face-to-face meetings and industry events