Teams at Carta

Own and grow portfolios of existing VC investor customers through upselling, cross-selling, renewals, and pricing alignment. Identify expansion opportunities, negotiate renewal outcomes, build relationships with decision-makers, maintain sales pipelines in CRM systems, and help customers maximize Carta’s platform value. Collaborate with product, marketing, support, and internal teams to resolve issues, drive engagement, and develop customer advocates.

Own complex enterprise sales cycles with venture capital firms, from strategic outbound prospecting through close. Advise decision-makers on Carta’s fund administration, portfolio management, reporting, investor management, valuation, and portal solutions. Build trusted client relationships, develop long-term sales strategies, negotiate large contracts, and consistently achieve revenue goals. The role requires deep understanding of venture capital fund structures and enterprise sales experience, preferably in SaaS or financial services.

Leads product marketing for Carta’s private equity and venture capital segments. Owns buyer personas, full-funnel messaging, enterprise content systems, AI-powered marketing infrastructure, integrated outbound campaigns, and campaign measurement. Partners with demand generation, integrated marketing, sales enablement, and creative teams to improve positioning, content quality, engagement, and pipeline impact.