Senior Account Executive, Private Equity, Fund Administration

San Francisco, United StatesOn-site

Responsibilities

Own sales cycles that could be up to 12 months
Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
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

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.
Together, Carta is creating the end-to-end ERP platform for private markets.
Bachelor's degree in Business, Finance, Accounting, Economics, or related field
Experience managing a pipeline and closing large contracts
Proven ability to execute, especially negotiation and closing
Experience in venture capital, private equity, institutional investing, or wealth management preferred
Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.
We're looking for talented salespeople to join our Private Equity Fund Administration team.
Our customers are primarily Private Equity, Private Credit, and Real Estate Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate) •
Relevant sales experience, preferably in a SaaS or financial services organization Salary
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
$332,000 - $355,000 OTE Disclosures:

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 security@carta.com.

Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Traditional ERP solutions don’t work for Private Funds.
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 .
As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, 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 reporting needs. We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.
You will also work closely with new PE 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 audit professionals.
Communicate the business impact of our product offerings to key decision makers
requirements and act as a trusted business advisor
Participate in industry events, conferences, and seminars About You