Principal Client Advisor – FinServ

This is a fully remote position, open to applicants in New York.

📋 Description

• Act as a strategic consultant for sophisticated enterprise clients, managing intricate multi-stakeholder relationships and delivering impactful solutions.

• Drive strategic growth initiatives for key enterprise accounts through renewals and expansions.

• Oversee complex enterprise sales processes from opportunity identification to contract negotiation and closing.

• Foster executive-level relationships and position company solutions to tackle organizational challenges.

• Evaluate performance data and metrics to offer client insights.

• Create and implement account strategies with GTM teams to optimize growth potential.

• Advocate for client feedback and requirements to product, marketing, solutions, and customer experience teams.

• Propel organizational change management and establish shared goals, success metrics, and accountability frameworks.

• Acquire new business logos and support clients throughout their lifecycle.

• Travel up to 20% for strategic in-person meetings and industry events.

⛳️ Requirements

• Over 10 years of experience in strategic enterprise SaaS sales or account management.

• At least 4 years of experience selling to enterprise Financial Services and/or FinTech organizations.

• Proven history of consistently exceeding sales quotas.

• Successful track record in closing complex enterprise deals ($250k-$1m+) with sales cycles exceeding 6 months, involving multiple stakeholders and business units in regulated financial environments.

• Demonstrated ability to manage complex, multi-stakeholder relationships within Fortune 500 or similarly large enterprise organizations.

• Experience in driving upsell and expansion revenue while maintaining high retention rates in a B2B SaaS context.

• Strong consulting expertise or proven capability to influence C-level stakeholders and drive organizational change.

• Background in overseeing large-scale technology implementations or transformation projects.

• In-depth knowledge in developing business cases and ROI analyses to support program expansions.

• Strong understanding of technical recruiting, engineering operations, or related fields that affect senior technology leaders.

• Familiarity with Salesforce, Sales Engagement Platforms, and LinkedIn Sales Navigator.

• Must reside in the New York City Metropolitan Area.

• Immigration sponsorship is not available.

🏝️ Benefits

• Uncapped sales commission potential (annual commission target of $90,000–$120,000; commission not guaranteed).

• Comprehensive benefits package.

• Equity options.

• Fully remote work environment.

• Up to 20% travel for strategic in-person meetings and industry events.