Senior Account Executive, Private Equity, Fund Administration
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 introduce top-tier clients to Carta's product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. You will sell consultative access to Carta's fund administration accountants and investor portal, while advising new private equity funds on formation best practices and vendor selection.
Requirements
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field
- 5–10+ years of Fund Administration sales experience
- In-depth understanding of fund structures, including Private Equity, Venture Capital, Private Credit, or Real Estate
- Experience managing a pipeline and closing large contracts
- Proven ability to execute, especially in negotiation and closing
- Intellectually curious and a fast learner
- Articulate, poised, and concise
- Flexible and resilient
- Competitive and driven to achieve goals
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
- Relevant sales experience, preferably in SaaS or financial services
Responsibilities
- Communicate the business impact of product offerings to key decision makers
- Influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Own sales cycles that could be up to 12 months
- Understand customer needs and requirements and act as a trusted business advisor
- Build and expand an industry network to create new business opportunities
- Drive revenue through strategic outbound prospecting
- Own the entire sales lifecycle from lead generation to close
- Develop a comprehensive sales strategy and plan to consistently achieve goals
- Participate in industry events, conferences, and seminars
Benefits
- Equity for all full-time roles
- Commission plans
- Market-competitive salary
- Exceptional benefits