Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
We're looking for talented Senior Account Executive to join our Venture Capital and Private Equity SPV & Fund Administration team. Our customers are primarily venture capital and private equity firms, family offices and funds of funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a Senior Account Executive, you’ll introduce top tier clients to our wide range of product offerings, including Tactyc 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 and established 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
- 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
About You
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- 10+ years of account executive experience; enterprise sales a plus
- Relevant sales experience, preferably in a SaaS or financial services organisation
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
- Experience managing a pipeline and closing large contracts
- Proven ability to execute, especially negotiation and closing
- Intellectually curious, fast learner
- Articulate, poised, and concise
- Flexible and resilient
- Competitive and driven to achieve goals
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.
- Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain.
