Account Executive Growth Upmarket
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will build consultative relationships with customers in your assigned territory, educate them on cap table, tax, and compensation products, and increase product adoption. You will identify cross-sell and upsell opportunities, align expansion strategies with customer objectives, and achieve monthly revenue targets.
Requirements
- 2–4 years of SaaS sales experience
- Salesforce experience
- Ability to meet and exceed quota
- Emotional intelligence
- Cross-functional collaboration
- Communication
- Time management
Responsibilities
- Build consultative relationships with assigned customers
- Drive product adoption and usage throughout the customer journey
- Achieve monthly expansion and upsell targets
- Identify cross-sell and upsell opportunities
- Develop expansion strategies aligned to customer objectives
Benefits
- Equity for full-time roles