Director of Sales, Private Equity, Fund Admin
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 will lead, mentor, and manage a high-performing team of sales professionals as they introduce top tier clients to Carta's comprehensive product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. You will oversee consultative sales processes that highlight the value of the fund administration platform and services team, tailored to meet clients' evolving reporting needs. You will champion the technology to meet the needs of fund GPs/Admins and their investors/LPs, and collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.
Requirements
- Experienced in the private markets landscape, especially Private Equity and Private Credit, and a subject matter expert in Fund Administration
- Track record of leading a quota-carrying Sales team and of exceeding quota individually
- 10+ years of experience leading Sales or Business Development teams and managing across multiple business lines and sales cycles
- Experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.) as well as within the General Partner / Limited Partner / Founder communities
- Strong communicator with presentation and networking skills, specifically experience meeting with C-level executives and decision makers
- Understanding of the SaaS business model
Responsibilities
- Lead, manage, and enable a team of ~10 Enterprise Account Executives to hit quota and revenue targets while creating a world class customer experience
- Drive a holistic GTM motion where Marketing, Channel and Sales operate as one team to increase ARR and market share
- Foster a culture of training and coaching to ramp new reps and build sales acumen and Carta value knowledge
- Reinforce inputs and activity metrics that enable reps to hit and exceed quota
- Partner with recruiting to continually build a bench of strong talent for the sales org
- Work cross-functionally with sales enablement to develop, implement, and refine new hire onboarding and improve ramp time
- Participate in active deals to help drive towards closed won opportunities