Senior Account Executive PE Strategic
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 communicate product value to decision-makers, build opportunities through outbound prospecting, and manage the full sales lifecycle from lead generation through close. You will develop sales strategies, navigate complex stakeholder groups, negotiate enterprise deals, and serve as an advocate for private equity firm customers.
Requirements
- Fluency in private equity deal-team language and back-office functions
- 7+ years of enterprise account executive experience selling into private equity, investment banking, or alternative assets
- Experience selling to professionals with private equity backgrounds
- Experience closing enterprise deals
- Ability to navigate large, complex organizations with multiple stakeholders
- Negotiation and closing skills
- Interest in a startup-within-a-startup environment
Responsibilities
- Communicate the business impact of product offerings to key decision-makers
- Influence stakeholders through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Own sales cycles lasting three to six months
- Understand customer needs and act as a trusted business advisor
- Drive revenue through strategic outbound prospecting
- Own the full sales lifecycle from lead generation to close
- Develop and execute comprehensive short- and long-term sales strategies and plans
- Own private equity firm relationships and act as their customer advocate
Benefits
- Equity for all full-time roles
- Exceptional benefits
- Commission plans for applicable roles
