Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
We're looking for talented Account Executives to join our Venture Capital Investor Sales team. Our customers are primarily venture capital firms as well as family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As an Account Executive, you’ll introduce prospective clients to our wide range of product offerings, including Fund Forecasting portfolio construction tool, SPV and Fund Administration, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.
You will also work closely with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals.
The Problems You’ll Solve- Communicate the business impact of our product offerings to key decision makers
- Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Understand customer needs and requirements and act as a trusted business advisor
- Own the entire sales lifecycle, from lead generation to close
- Understand customer needs and requirements and act as a trusted business advisor
- Drive revenue through strategic outbound prospecting
- Own the entire sales lifecycle, from lead generation to close
- Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
- 2-5 years of sales experience, preferably in a Financial Technology or relevant SaaS organisation with exposure to private markets (or you might be a qualified accountant or lawyer who wants to move into a more commercial role)
- Proven ability to execute, especially negotiation and closing contracts
- Intellectually curious, fast learner
- Articulate, poised, and concise
- Flexible and resilient
- Competitive team player driven to achieve goals
Nice-to-Haves
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
Disclosures:
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].
