Account Executive, Emerging Firm
Carta operates an intelligent platform for private capital markets, connecting data, workflows, and people across portfolio management, cap tables, fund administration, and tax services. It serves private equity firms, venture capital firms, private corporations, and limited partners.
About Carta
Carta provides a platform that helps players in private capital—including private equity firms, venture capital firms, private corporations, and limited partners—manage portfolios, move money, and model the future with unprecedented connectivity. Its offerings combine cutting-edge AI with expert human service, including cap table management, fund administration, tax services (such as Carta Fund Tax and QSBS attestation), 409A valuations, compliance, and reporting tools. The platform emphasizes real-time visibility, agentic intelligence for productivity, strategic modeling for scenario planning, and end-to-end collaboration between firms, companies, investors, and partners. Carta serves a large client base including over 1.7 million equity holders, 50,000+ companies, and 9,000+ funds and SPVs, with clients ranging from venture capital funds to global private corporations operating across multiple countries.
Skills
About the Role
You'll support prospective clients as they launch their fund and work to secure their partnership with Carta. You'll introduce prospects to a wide range of product offerings, including fund tax, management company services, investor due diligence, and data collection. You'll communicate the business impact of these offerings to emerging fund managers, drive revenue through strategic outbound prospecting, and manage the entire sales lifecycle from lead generation to close. You'll develop a comprehensive sales strategy and plan to consistently achieve goals, and act as a trusted business advisor to understand customer needs and requirements.
Requirements
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- Relevant sales experience, preferably in a Financial Technology or relevant SaaS organization
- Experience managing a pipeline of new business leads, negotiating, and closing contracts
- Competitive and driven to achieve goals
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
Responsibilities
- Communicate the business impact of product offerings to emerging fund managers
- Drive revenue through strategic outbound prospecting
- Own the entire sales lifecycle, from lead generation to close
- Manage influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
- Understand customer needs and requirements and act as a trusted business advisor
Benefits
- Equity for all full time roles
- Exceptional benefits
- Commissions plans for applicable roles