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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
You'll be joining the LP Portfolio Analytics team. This is a portfolio management and analytics tool designed for institutional LPs. The tool solves a critical problem by transforming unstructured fund documents into structured data and valuable insights, which empowers LPs to make better decisions. Our platform leverages the latest AI and machine learning technologies to provide valuable insights to alternative investors. We’re on a mission to revolutionize private markets and create a more sustainable and equitable future for all.
The Problems You’ll SolveWe are looking for a driven Enterprise Account Executive to expand our client base across the United States. The ideal candidate will be a proven dealmaker with a track record of selling complex data, analytics, or fintech solutions into institutional investors.
- Drive new business acquisition in the US market with a focus on alternative investors across all segments; pension funds, insurers, funds of funds endowments, foundations, and secondary market players.
- Manage the full sales cycle from early stage discovery through to contract close.
- Develop and maintain relationships with senior stakeholders across pensions, endowments, insurance firms, fund of funds, sovereign wealth funds, and administrators.
- Identify and qualify opportunities through research, networking, and industry events.
- Work closely with marketing and SDR teams on lead generation campaigns into target segments and regions.
- Work closely with product and client success teams to ensure smooth onboarding and long-term client satisfaction.
- Maintain accurate pipeline management, forecasts, and reporting in CRM.
- Stay up to date on industry developments, client needs, and competitor offerings.
A successful Account Executive in this role would likely have:
- Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus but not required).
- 8+ years of B2B enterprise sales experience, ideally in fintech, SaaS, data, or analytics solutions.
- Strong track record of quota attainment and new business development.
- Experience selling into institutional investors or financial services firms strongly preferred.
- Excellent communication, presentation, and negotiation skills.
- Entrepreneurial mindset, self-starter, and motivated to grow with a scaling business.
- Willingness to travel within the US (with emphasis on Chicago, San Francisco, and other key financial centers).
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:
- $325,000 OTE in San Francisco, CA
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.
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 [email protected].
Top Skills
Carta San Francisco, California, USA Office
333 Bush St, San Francisco, CA, United States, 94104
Carta Santa Clara, California, USA Office
2445 Augustine Dr., Santa Clara, CA, United States, 95054
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