Growth Account Executive VC Investors
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 own and grow a portfolio of existing customers. You will identify expansion opportunities, close upsells, negotiate renewals, and align contracts with current pricing. You will build relationships with customer decision-makers, understand customer needs, provide product guidance, resolve issues, and collaborate with product, marketing, and support.
Requirements
- 3–5 years of experience supporting financial practices or financial software solutions in a quota-carrying sales role
- Experience building and managing customer account relationships
- Record of meeting or exceeding sales targets
- Experience maintaining an accurate sales pipeline in a CRM tool
- Experience in venture capital or private equity
- Experience with Salesforce
Responsibilities
- Identify opportunities for customers to expand their use of Carta products
- Close upsell opportunities for additional capabilities
- Engage customers at scale using technology
- Negotiate renewal outcomes
- Understand customer needs and maximize value from the platform and services
- Build relationships with decision-makers within customer accounts
- Collaborate on customer issues and support resolution
- Engage customers as references
- Provide best-practice advice and product solutions
Benefits
- Equity for full-time roles
- Exceptional benefits
- Commission plans for applicable roles