Senior Account Executive, Limited Partners

The Role

You will join the LP Portfolio Analytics team at Carta, a leading provider of software for private markets. As a Senior Account Executive, you will be responsible for expanding our APAC client base by selling complex data, analytics, or fintech solutions into institutional investors.

Responsibilities

• Drive new business acquisition across APAC with a focus on alternative investors across all segments; pension funds, insurers, funds of funds, endowments, foundations, secondary market players, and sovereign wealth funds.
• Manage the full sales cycle from early stage discovery through to contract close.
• Develop and maintain relationships with senior stakeholders across pensions, endowments, insurance firms, fund of funds, sovereign wealth funds, and administrators.
• Identify and qualify opportunities through research, networking, and industry events.
• Work closely with marketing and SDR teams on lead generation campaigns into target segments and regions.
• Work closely with product and client success teams to ensure smooth onboarding and long-term client satisfaction.
• Maintain accurate pipeline management, forecasts, and reporting in CRM.
• Stay up to date on industry developments, client needs, and competitor offerings.

Requirements

A successful Account Executive in this role would likely have:

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus but not required).
• 5+ years of B2B enterprise sales experience, ideally in fintech, SaaS, data, or analytics solutions.
• Strong track record of quota attainment and new business development.
• Experience selling into institutional investors or financial services firms strongly preferred.
• Excellent communication, presentation, and negotiation skills.
• Entrepreneurial mindset, self-starter, and motivated to grow with a scaling business.
• Willingness to travel within APAC