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Principal Client Advisor – Acquisition – Finserv

April 24, 2025April 24, 2025

Principal Client Advisor – Acquisition – Finserv

CompanyKarat
LocationNew York, NY, USA
Salary$120000 – $150000
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • 8+ years of enterprise SaaS sales experience
  • at least 4+ years selling to Financial Services or FinTech organizations
  • proven track record of consistently exceeding quota
  • Demonstrated success closing complex enterprise deals ($250K-$1M+) with 9-12 month sales cycles involving multiple stakeholders and business units in regulated financial environments
  • Experience presenting to C-level and VP-level technical leaders (CTO, VP Engineering, VP Talent) in enterprise financial institutions
  • Track record of successfully navigating complex procurement processes and enterprise security/compliance requirements specific to financial services (SOC2, GDPR, CCPA, etc.)
  • Strong understanding of technical recruiting, engineering operations, or related domains that impact senior technology leaders
  • Expert-level proficiency with value-based selling approaches and enterprise sales methodologies (MEDDIC, Value Selling Framework, Challenger Sale, etc.) with demonstrated ability to quantify and communicate ROI to financial services stakeholders
  • Experience using modern sales tech stack (Salesforce, Sales Engagement Platforms, LinkedIn Sales Navigator)

Responsibilities

  • Develop and execute comprehensive go-to-market strategies through sophisticated market analysis, competitive intelligence, and multi-channel prospecting to build and maintain a robust pipeline of qualified FinServ and FinTech enterprise opportunities
  • Advise internal GTM teams on effective FinServ-specific strategies that acknowledge the unique differences between financial services and technology sector approaches
  • Apply value-based selling methodologies to articulate ROI and demonstrate Karat’s impact on technical hiring outcomes, offering unique perspectives on each client’s business, recruiting strategy, and compliance processes with a focus on financial industry-specific challenges
  • Lead complex enterprise sales cycles from opportunity identification through contract negotiation and closing, working cross-functionally with internal stakeholders to orchestrate successful outcomes
  • Communicate the value of the Karat platform through strategic executive presentations and targeted product demonstrations that align with enterprise buyers’ key initiatives
  • Generate scalable revenue and consistently achieve or exceed quarterly and annual quota targets
  • Broker unique dual-channel sales approaches: selling directly to end clients seeking to assess technical talent quality, while simultaneously selling to organizations who want to leverage Karat’s platform to elevate the caliber of talent they provide to their own clients

Preferred Qualifications

  • Startup (fast-paced, high-growth, quick-change) experience preferred


TaggedEnterprise SalesExpert or higherFinance & Operations & StrategyKaratSales & Account ManagementSenior

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