Principal Client Advisor, Acquisition (FinServ) (U.S. - East Coast)

Come join our Sales team

Our Sales team is committed to advancing Karat’s mission by building meaningful, long-term partnerships with software engineering and recruiting leaders at enterprise-level organizations.

What you will do

As a Principal Client Advisor and member of Karat’s client acquisition team, you will architect and lead transformational partnerships with global organizations in banking, insurance, wealth management, payments, and emerging FinTech sectors. Your role combines strategic advisory, relationship building at the executive level, and a deep understanding of how engineering organizations scale in complex, regulated environments. You will own substantial revenue targets while serving as a trusted advisor to technology and talent acquisition leaders who are modernizing their technical hiring approaches.

This role will require up to 20% travel for strategic face-to-face meetings with enterprise prospects and industry events.

• 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.

The experience you will bring

• 8+ years of enterprise SaaS sales experience, with at least 4+ years selling to Financial Services or FinTech organizations, and a proven track record of consistently exceeding quota
• Startup (fast-paced, high-growth, quick-change) experience preferred
• 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)

We are looking to hire for this position on the East Coast, United States, prioritizing candidates in the Greater New York Area at this time.

Immigration sponsorship is not available.

Benefits of joining Karat in the United States

All U.S.-based offers include a competitive salary in local currency and Karat-granted stock options. We’re proud of our additional offerings, and highlight some of our team’s favorites below.

Benefits / Wellness:

Benefits are available for all full-time, U.S. employees

• Employer-sponsored healthcare (100% premium coverage for employees and 75% premium coverage for eligible dependents)
  • Medical (Regence PPO and HDHP available)
    • HSA employer contribution for those enrolled in the HDHP medical plan
  • Dental and Vision (Guardian)
• 100% employer-paid Short-Term Disability, Long-Term Disability, and Standard Life Insurance
• Optional Life Insurance available
• Flexible Savings Account (Healthcare)
• 401(k) match of 4%
• 100% employer-paid mental wellness supportvia Spring Healthfor employees and eligible dependents
  • 10 therapy sessions per year at no cost to employee
  • 10 coaching sessions per year at no cost to employee

Time Off:

U.S. Time Off Policies

• Vacation:flexible policy for salaried employees and three (3) work weeks available for hourly employees per year
• Wellness (Sick Mental Health): three (3) work weeks available per year
• Karat ‘No Questions Asked’ Leave: one (1) work week per calendar year
• Other:Bereavement, Jury Duty, LOA, etc. available as-needed

U.S. Parental Leave: 24 weeks

• 16 weeks: full-out, full pay
• 8 weeks: “Karat Phase-Back” 20 hours per week, full pay

U.S. Holidays

• U.S. Holiday Schedule available here: 10 days
• Karat Summer Break: 5 days - July
• Karat Winter Break: 5 days - December

Originally posted on Himalayas