Senior Account Executive, Private Equity, Fund Administration
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
About the Role
You will introduce top tier clients to Carta's wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. You'll sell consultative access to Carta's team of fund administration accountants and a tech-focused investor portal to both fund GPs/Admins and their investors/LPs. You'll also work closely with new PE funds as they navigate the process of forming a new fund, advising them on best practices and referring them to additional vendors such as fund formation lawyers and audit professionals.
Requirements
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- 5 - 10+ years of Fund Administration sales experience
- In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
- Experience managing a pipeline and closing large contracts
- Proven ability to execute, especially negotiation and closing
- Intellectually curious, fast learner
- Articulate, poised, and concise
- Flexible and resilient
- Competitive and driven to achieve goals
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 a network across the industry to enhance visibility and 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 sales plan that ensures consistent achievement of goals
- Participate in industry events, conferences, and seminars
Benefits
- Equity for all full time roles
- Commissions plans