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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
We're looking for talented Enterprise Account Executives to join our Venture Capital Fund Administration, Established team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a Fund Admin Account Executive, you’ll introduce top tier clients to our wide range of product offerings, including portfolio management, 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 venture capital 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
- Own sales cycles that are 12-18 months
- 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
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- 10+ years of account executive experience; enterprise sales a plus
- In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
- Relevant sales experience, preferably in a SaaS or financial services organization
- 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
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
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. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:
$325,000 OTE in San Francisco
Final offers may vary from the amount listed based on geography, candidate 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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