Account Executive PE Standard
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
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 own the entire sales lifecycle from lead generation to close, prospect outbound into private equity firms and portfolio companies, advise C-suite leaders and investors, communicate product value, develop sales strategies, manage customer relationships, and represent customer needs in product and strategy discussions.
Requirements
- 4–7+ years of quota-carrying sales experience
- Consistent quota achievement
- Financial services or private equity sales experience
- Solution-based selling
- Consultative selling
- Cross-functional communication
- Persuasion
- Negotiation
- Consensus-building
- Outbound prospecting
- Interest in M&A and private markets
Responsibilities
- Own the entire sales lifecycle from lead generation to close
- Drive revenue through outbound prospecting into private equity firms and portfolio companies
- Understand customer needs and requirements
- Advise C-suite leaders and private equity investors
- Communicate the business impact of product offerings
- Develop a comprehensive sales strategy
- Own customer relationships
- Represent the customer's voice in product and strategy discussions
Benefits
- Equity