Principal Client Advisor - FinServ (United States)
- Pay
- $90,000 – $180,000 per year
- Location
- New York Metropolitan ONLY, NY (Remote)
- Job type
- Full-time
- Level
- Lead / Staff
- Experience
- 10+ years
- Listed
- 31 days ago
Skills & highlights for this role
- enterprise SaaS sales
- complex deal negotiation
- account expansion
- revenue growth
Also useful
- financial services sales
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)
Additional information
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.
Pay and benefits
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
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.
Equal opportunity and legal notices
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.
From Karat's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Principal Client Advisor - FinServ (United States) role at Karat, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
All Account Executive jobs- Sales Account Executive - Eurofins Built Environment Testing East - Washington DC/Maryland/Virginia RegionEurofins · Chantilly, VA · $70k – $90k/yr
- Senior Sales Account ExecutiveTsys · Atlanta, GA
- GI Premier Accounts Executive (Arizona)Pru · Scottsdale, AZ
- Enterprise Account Executive - FedGovSmartsheet · Washington, DC
- Client Relationship ExecutiveBGBx · United States
- Strategic Account ExecutiveLightspeed Systems · Austin, TX
Common questions
What is the salary for the Principal Client Advisor - FinServ (United States) role at Karat?
The Principal Client Advisor - FinServ (United States) posting at Karat states compensation of $90,000 – $180,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Karat's official career site.
Where is the Principal Client Advisor - FinServ (United States) job at Karat located?
Yes, this Principal Client Advisor - FinServ (United States) opening at Karat is listed as New York Metropolitan ONLY, NY (Remote). Always check Karat's application page for specific state eligibility or relocation policies.
What qualifications are required for Principal Client Advisor - FinServ (United States) at Karat?
For the Principal Client Advisor - FinServ (United States) role, Karat highlights 10+ years of relevant experience; experience with enterprise SaaS sales, complex deal negotiation, account expansion, revenue growth. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Principal Client Advisor - FinServ (United States) position at Karat?
This listing links directly to Karat's Greenhouse application page. You can apply directly on Karat's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.