Sr Account Executive, Fund Administration

The Team You'll Work With

We're looking for talented Senior Account Executive to join our Venture Capital and Private Equity SPV & Fund Administration team. Our customers are primarily venture capital and private equity firms, family offices and funds of funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a Senior Account Executive, you'll introduce top tier clients to our wide range of product offerings, including Tactyc portfolio construction tool, SPV and Fund Administration, 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 quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new and established 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 tax 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
• Understand customer needs and requirements and act as a trusted business advisor
• 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

About You

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field
• 10+ years of account executive experience; enterprise sales a plus 
• Relevant sales experience, preferably in a SaaS or financial services organisation
• Experience in venture capital, private equity, institutional investing, or wealth management preferred
• 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