Teams at Sydecar

The Account Executive will sell Sydecar’s SPV product, own a sales quota and book of business, manage leads through closing, conduct product demonstrations, and grow customer value through upselling and cross-selling. Responsibilities include pipeline and CRM management, tracking sales metrics, gathering customer feedback, and collaborating with Customer Experience, Marketing, and Product teams. The role is hybrid in San Francisco and includes modest business travel and local industry events.

Own the full lifecycle of complex and time-sensitive investment deals, building customer relationships, resolving urgent issues, coordinating with Legal, Tax, and Product teams, and ensuring execution stays on track. The role also identifies product and process improvements, supports customer-facing projects and product discovery, educates Deal Organizers, and helps scale team training and workflows.

Prepare partnership tax returns and Schedules K-1, K-2, and K-3 for SPVs and funds; research complex tax issues; support customers and internal teams; manage tax software vendors; map investment events to tax systems; advise on compliance and planning; and respond to tax notices and audits.