# Account Executive, SMB

**Company**: Carta
**Location**: New York City, New York
**Experience**: senior
**Job type**: full-time
**Salary**: $150k OTE in New York City, NY
**Category**: Sales
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/carta/jobs/7782040003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_e72290d7-ffb

## Description

## Job Overview

As an Account Executive, SMB at Carta, you will join a team of account executives selling to early-stage companies, typically Series A and earlier. Your focus will be on individual execution, personal velocity, and hitting quota while scaling your career trajectory.

## Key Responsibilities

- Develop a comprehensive sales strategy and sales plan to ensure consistent achievement of quota.

- Efficiently manage a fast-paced sales cycle to sustainably close 20–25 deals/contracts per month.

- Prospect, qualify, and build a robust pipeline of potential SMB clients using a systematic, high-volume approach.

- Handle contract discussions, proactively address objections, develop pricing proposals, and finalize sales agreements.

- Deeply understand customer needs and requirements, surfacing key findings back to the broader Carta team.

- Maintain clean, accurate records of interactions, deals, and progress within CRM tools (Salesforce, Terret).

## Impact

As an Account Executive at Carta, you will introduce early-stage companies and venture-backed founders to our best-in-class software platform. You will help them streamline their equity management, stay compliant, and unlock liquidity in the private markets, setting them up for long-term operational success.

## Requirements

- Strong quota mentality, competitive drive, and strict pipeline discipline.

- Ability to receive critical feedback well, adapt quickly, and continuously build skills.

- Mental toughness to handle repeated rejection, stay motivated during slow cycles, and view setbacks as learning opportunities.

- Full responsibility for outcomes, owning mistakes, and focusing on driving solutions.

- Strong baseline comfort learning modern sales systems like Salesforce, Terret, Chorus, and Pitchbook.

- Genuine interest in the startup/founder ecosystem and understanding of product-adjacent concepts like cap tables and equity.

## AI Competency & Efficiency

- Leverage AI to optimize workflow, demonstrating comfort with Claude Code and related frameworks.

- Utilize AI for strategic prospecting, on-demand coaching, tailored client communications, admin automation, and improved velocity and efficiency.

## Training & Support

- Comprehensive training on deep fintech knowledge and equity administration basics.

- MEDDIC sales qualification framework training.

- Advanced CRM environment and specialized tool training.

## Compensation

- Market-competitive salary

- Equity for all full-time roles

- Exceptional benefits

- Highly rewarding commission plans

- $150k OTE in New York City, NY

## Skills

### Required
- Salesforce
- Terret
- Chorus
- Pitchbook
- Claude Code

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/carta/jobs/7782040003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)