Senior / Strategic Account Executive, Fund Admin

Carta

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$332K - $355K USD

San Francisco, CA First seen 3 weeks ago Last seen 4 hours, 4 minutes ago Greenhouse

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Job Description

AI Summary

• Senior Account Executive role selling Carta's Fund Administration platform to Private Equity, Private Credit, and Real Estate funds, managing complex 12-month sales cycles and serving as a trusted business advisor to C-suite decision makers • Required to own full sales lifecycle from prospecting through close, develop strategic sales plans, and drive revenue growth while building industry relationships to expand Carta's market presence • Selling comprehensive suite of products including fund administration software, portfolio management, investor portals, valuations, reporting/analytics, and consultative accounting services from Carta's fund admin team • Work with both established funds and new fund formations, advising on best practices and partnering with complementary vendors like formation lawyers and audit firms • Join a rapidly growing company trusted by 65,000+ companies managing $185B+ in assets, recognized as a Great Place to Work with a mission to modernize private market infrastructure

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

We're looking for talented salespeople to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs. We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.

The Problems You’ll Solve

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

About You

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

Salary

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

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

$332,000 - $355,000 OTE

Disclosures:

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

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Job Information

Company:
Carta
Location:
San Francisco, CA
Experience Level:
Senior
Source:
Greenhouse
Status:
Active

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68 /100

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