Growth Account Executive, Fund Administration

Posted 3 Days Ago
Be an Early Applicant
San Francisco, CA
Hybrid
200K-200K
Senior level
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
As a Growth Account Executive, you will drive account growth through upselling, cross-selling, and relationship building, ensuring customer satisfaction and engagement with Carta's platform.
Summary Generated by Built In
The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. 

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

The Team You’ll Work With

We’re looking for exceptional Growth Account Executives to own and grow portfolios of existing customers. This includes upselling existing products, cross-selling additional features, and ensuring that existing contracts are aligned with current pricing standards. 

As a Growth AE, you will play a critical business role at Carta. You will work with your customers to understand their business plans and propose additional features which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, marketing and support to drive expansion of our current relationships.  

The Problems You’ll Solve

  • Proactively identify areas where customers can further engage with the Carta product, focusing on growth
  • Identify and close upsell opportunities for additional capabilities that create leverage for our customers’ operations
  • Leverage technology to proactively engage with customers at scale regarding Carta’s value 
  • Negotiate win-win renewal outcomes for the customer and Carta
  • Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
  • Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
  • Collaborate on customer issues and assist on resolution
  • Engage customers to act as a reference
  • Make Carta users love Carta by proactively offering advice on best practices and creative product solutions

About You

  • 4+ years of experience supporting financial practices or financial software solutions in a quota carrying sales function 
  • Proven ability to build and manage customer account relationships in an existing or new sales role
  • Consistently hit or exceed sales targets on a month over month, and quarter over quarter basis
  • Experience with building and maintaining a detailed and accurate pipeline of sales opportunities within a CRM tool 
  • Proactive, self-motivated, and persuasive team player with innovative ideas to inspire customer expansion 
  • Comfortable with uncertainty and eager to learn and build knowledge in unfamiliar areas

Nice-to-Haves 

  • Prior experience working in venture capital or private equity space
  • Experience working with Salesforce

Salary

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. 

  • $200,000 OTE in New York and 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

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The Company
HQ: San Francisco, CA
1,902 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.

Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.

Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.

Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.

Why Work With Us

Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.

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