Strategic Account Executive, Private Equity

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 team, focused on selling fund administration. Our customers are primarily Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Private Equity sales team, you’ll introduce top tier clients to our wide range of (Carta built) product offerings, including Fund Administration (via Carta’s event base accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. 

Carta offers a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs, as well as their portfolio companies with our cap table offering. Carta has developed an equity ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

The Problems You’ll Solve

• Communicate the business impact of our full 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
• Working with Delivery and R&D teams to devise the optimum operating model for prospects
• Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
• Supporting the Business Development team at industry events, conferences, and seminars (as required)

About You

• Bachelor's degree 
• 8+ years of sales experience
• Minimum 5 years selling into Private Equity funds at a Fund Administrator (or Fund Administration adjacent company)
• You have experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.) as well as within the General Partner / Limited Partner / PortCo communities. 
• In-depth understanding  of fund structures (Private Equity, Venture Capital, or Private Credit)
• 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
• Growth mindset

Nice-to-Haves

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

Even if you don’t have all of the qualifications we’ve listed, please apply if you believe you could be impactful in this role!

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.