CareerPlan

Principal Client Advisor - FinServ (United States)

Remote (United States)Full-time$150k2026-10-07 → 2026-11-11
On-siteNo visa sponsorship

Core

Strategic advisor for sophisticated enterprise clients, managing complex multi-stakeholder relationships to drive transformational hiring outcomes and revenue growth.

Role type

Senior enterprise SaaS account executive / strategic client advisor

Builds

Enterprise partnerships and account expansion for a technical interviewing and analytics platform

Domain

Financial Services / FinTech / Enterprise SaaS

Deliverable

client delivery

Required skills

strategic enterprise SaaS sales, account management, complex deal negotiation, C-level stakeholder influence, organizational change management, business case development, technical recruiting knowledge, Salesforce proficiency

Preferred skills

FinServ/FinTech sales experience, technical background, large-scale implementation management

Responsibilities

Land new business logos and support customers through their entire lifecycle; lead strategic growth initiatives for high-value enterprise accounts; manage complex enterprise sales cycles from identification to closing; cultivate executive-level relationships; analyze performance data sets to provide insights; partner with GTM teams to execute account strategies; act as the client's voice within the company; drive organizational change management initiatives.

Seniority

Senior, hands-on IC