Senior Account Executive, Private Equity, Fund Administration

Job Overview

We're seeking a Senior Account Executive to join our Private Equity Fund Administration team at Carta. You'll play a crucial role in introducing top-tier clients to our product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, and more.

Responsibilities

• Communicate the business impact of our product offerings to key decision makers
• Demonstrate ability to 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 Carta's 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 over the short and long-term
• Participate in industry events, conferences, and seminars

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

Nice-to-Haves

• Experience in venture capital, private equity, institutional investing, or wealth management preferred
• Relevant sales experience, preferably in a SaaS or financial services organization

Compensation

The OTE range for this role is: $332,000 - $355,000 OTE. Carta's compensation package includes a market competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans.