Braun Board

Client Partner - Financial Services

StradIT · New York, NY

Base
$120K–$180K
OTE
Not disclosed
Quota attainment
Not disclosed
Posted
9d ago

Why it matters: OTE tells you what you could earn. Attainment tells you how realistic it is.

Ask: “What percentage of fully ramped reps hit quota last year?”

Still open · checked 1h agoon StradIT's careers page

The job

What you'd do
Sell ongoing IT support contracts and tech projects to banks, investment firms, wealth managers, and financial technology firms. You'll grow existing client accounts and win new ones, working from the New York City office with client travel.
Who you'd sell to
Business, technology and procurement stakeholders · Financial servicesIn their words: “Develop relationships with senior business, technology, and procurement stakeholders, expanding engagement across relevant business units.”
Where deals come from
A mix. Some leads come to you, some you find yourself.

The Braun Read

Ask hard questions

Too much is left unsaid. Make them answer before you invest.

Pay
Base is listed but not OTE. Ask what the variable is and how many people hit it.
Transparency
Says nothing about quota, attainment, deal size, territory or sales cycle.
Pipeline
A mix of self-sourced pipeline and inbound or SDR help.
Time on market
Open 9 days.
Company hiring
2 sales roles open, hiring at a steady pace.

Based only on what the posting says. Lights are a starting point for your first call, not a final judgment.

Questions to ask on the first call

Built from what this posting leaves out. How they answer tells you as much as what they say.

  1. 1.

    What percentage of fully ramped reps hit quota last year?

    OTE is what you could earn. This is how likely you are to earn it.

  2. 2.

    What percentage of reps on the team have been here more than 18 months?

    Tenure shows whether people stay long enough to get paid.

  3. 3.

    Has the comp plan changed in the last 12 to 18 months? What changed?

    A plan that changes every year means the goalposts keep moving.

  4. 4.

    Who sits with reps and reviews calls each week?

    Coaching is often what's behind a good or bad attainment number.

  5. 5.

    What's the OTE, and what did the median rep earn last year?

    Base is what you're guaranteed. OTE and the median show the upside.

  6. 6.

    Why is this role open? Did someone leave, or is it new?

    New headcount is growth. A replacement means someone left. Ask why.

› When the offer comes

Save these for later. They land better once they've said yes to you.

  1. 1.

    Can I see the full comp plan in writing, including clawbacks and accelerators?

    What's in writing is what gets paid. Read it before you sign.

  2. 2.

    Can I see the actual comp distribution for the team last year, not just the OTE?

    The spread shows what most reps really take home. OTE is just the target.

  3. 3.

    I'd be walking away from earned commission to join. Is there room for a sign-on bonus to help cover that?

    Leaving money behind is a fair reason to ask. The worst answer is no.

Josh's top five questions for any sales interview →

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Full posting
Company: StradIT (www.stradit.com) Location: New York City, NY – 5 days on-site Travel: Expected client-travel requirements Experience – 10+ years Compensation: $120,000–$180,000 base annually, plus performance-based incentives. Final compensation will depend on experience, qualifications, and demonstrated success in enterprise sales and financial services account growth. Role Overview StradIT is seeking a commercially driven Client Partner to grow its financial-services business through deeper client relationships, account expansion, and new-client acquisition. You will own an established portfolio of active accounts, with a primary focus on expanding existing relationships / acquiring new clients. You will be accountable for identifying opportunities, developing client relationships, and leading sales opportunities through commercial negotiations and deal closure. The role will focus on selling IT managed services, project-based technology engagements, to banking, capital markets, wealth management, and fintech. You will work with leadership, presales, and delivery teams to develop proposals and statements of work, align client needs with delivery capabilities, and support successful engagements. Requirements Key Responsibilities - Own relationships and account-growth plans for assigned financial services clients. - Develop relationships with senior business, technology, and procurement stakeholders, expanding engagement across relevant business units. - Identify and pursue opportunities to expand existing accounts through additional services, projects, and client relationships. - Acquire new clients within an agreed target market and account list. - Lead sales opportunities from initial discovery and qualification through proposal development, commercial negotiations, and closure. - Collaborate with presales and delivery teams to define solutions, scope engagements, and develop proposals and statements of work. - Maintain a qualified pipeline, clear opportunity plans, and accurate revenue forecasts. - Work with delivery leaders to monitor client satisfaction, address issues, and identify opportunities for continued business. - Maintain clear ownership of commercial relationships while coordinating with the teams responsible for delivery. - Achieve agreed commercial targets, with clear expectations for existing-account growth and new-business acquisition. Required Qualifications - Demonstrated success in enterprise sales, IT services sales, managed services, or strategic account management. - Experience selling service offerings to financial-services organizations. - Relevant knowledge of financial-services segments and their business and technology buying processes. - A proven record of expanding enterprise accounts, acquiring new clients, and achieving commercial targets. - Experience owning complex sales opportunities through qualification, proposal development, negotiation, and closure. - Ability to build relationships with senior stakeholders and develop opportunities across multiple functions or business units. - Experience working with presales and delivery teams on client solutions, proposals, and statements of work. - Strong commercial judgment, negotiation, presentation, and executive communication skills. - Ability to meet the stated NYC office and client-travel requirements. How Success Is Measured - Success will be assessed against agreed targets that reflect the assigned account portfolio, business-development mandate, and expected sales cycle. - Existing-account growth: Increased business within assigned accounts through expanded relationships and additional engagements. - New-business acquisition: New clients secured and new engagements closed. - Commercial performance: Achievement of agreed revenue, bookings, and/or gross-profit targets. - Pipeline quality: A qualified pipeline supported by clear next steps, realistic close dates, and credible forecasts. - Client relationships: Strong stakeholder engagement, client satisfaction, and repeat-business opportunities. - Execution: Effective coordination with presales and delivery to progress opportunities and establish achievable client commitments. Why Join StradIT? This is an opportunity to take direct ownership of a financial-services portfolio and help shape its expansion. You will have the opportunity to: - Build on existing client relationships and business foundation. - Own account strategy and commercial development within an agreed mandate. - Work directly with leadership access and reporting relationship. - Draw on presales, solution-development, and delivery resources to pursue and execute client opportunities. - Earn performance-based compensation through approved incentive structure. Benefits Incentives PTO Health Insurance
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