Principal Client Advisor - Finserv
$150k - $180k/yr
Expert
New York, NY, USA
RemoteMust reside in the New York City metropolitan area; travel up to 20% for strategic meetings and industry events.
Sales & Account ManagementAccount Management
No H1B Sponsorship
About the job
Requirements
- At least 10 years of strategic enterprise software-as-a-service sales or account management experience, including at least 4 years selling to enterprise financial services and/or financial technology organizations, with a track record of consistently exceeding quota.
- Demonstrated success closing complex enterprise deals of $250,000–$1,000,000 or more, with sales cycles of at least 6 months 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 and expansion revenue while maintaining high retention rates in a business-to-business software-as-a-service environment.
- Strong consulting background or demonstrated ability to influence C-level stakeholders and drive organizational change; experience with technical leaders is a strong plus.
- History of managing large-scale technology implementations or transformation projects.
- Deep expertise in building business cases and return-on-investment analyses to justify program expansions.
- Strong understanding of technical recruiting, engineering operations, or related domains that impact senior technology leaders.
- Experience using modern sales technology, including Salesforce, sales engagement platforms, and LinkedIn Sales Navigator.
- Must reside in the New York City metropolitan area.
- The role requires up to 20% travel for strategic face-to-face meetings with enterprise prospects and industry events.
Responsibilities
- 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, driving year-over-year 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 the portfolio of enterprise clients, positioning the Company's solutions to address complex organizational challenges and achieve measurable business impact.
- Analyze performance data sets and metrics, providing insights that help clients make informed decisions throughout their partnership with the Company.
- Work closely with other go-to-market teams to develop and execute account strategies that maximize growth opportunities within client accounts.
- Represent client feedback and needs within the Company to relevant teams, including product, marketing, solutions, and customer experience.
- Partner with senior stakeholders across divisions to drive organizational change management, build consensus on hiring process improvements, and establish shared goals, success metrics, and accountability frameworks.
- Land new business logos and support customers throughout their customer lifecycle by delivering hiring and analytical expertise that helps transform their hiring processes and expand accounts.
Desired Qualifications
- Success in fast-paced, high-growth, rapidly changing environments is preferred.
About the company
Karat builds the Interviewing Cloud, an always-on, scalable platform that combines human interviewers with technology to run predictive, fair, and enjoyable technical interviews around the clock. It uses a global network of Interview Engineers, market intelligence, and purpose-built interviewing infrastructure to expand the candidate pipeline, reduce pedigree bias, and improve access for underrepresented candidates. Competitively, Karat differentiates itself with a scalable, 24/7 Interviewing Cloud powered by its network and data-driven insights, aiming to provide consistent interview quality across customers. The company’s goal is to help enterprises increase hiring capacity, free up developers to focus on coding, and raise overall engineering quality so they can innovate and grow.
Company Size
201-500
Company Stage
Series C
Total Funding
$169.1M
Headquarters
Seattle, Washington
Founded
2014
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Simplify's Take
What believers are saying
- 2025 NextGen launched into AI hiring demand, directly matching enterprise recruiting budgets.
- Karat’s 600,000-interview dataset strengthens defensibility as engineering teams redesign assessments around AI.
- 2026 contract hiring shows sustained demand for flexible interview coverage across engineering roles.
What critics are saying
- Atlassian, Duolingo, and PayPal can replace Karat with CoderPad or HireVue by 2027.
- Contract Interview Engineer hiring through Q3 2026 signals service-heavy scaling and margin pressure.
- Karat Financial’s creator-banking brand confuses employers, candidates, and investors, weakening positioning.
What makes Karat unique
- Karat NextGen launched December 10, 2025, blending human interviewers with embedded AI.
- Karat has run 600,000+ interviews, creating proprietary benchmarking data competitors cannot match.
- Karat’s Interview Engineers standardize technical screens, reducing bias and review variance.
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Benefits
- Generous time off
- Drive impact
- 401k matching
- Health + wellness
- Flexible work environment