Senior Account Executive, Private Equity, Fund Administration

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: 

• $325,000 – $355,000 OTE