Senior / Strategic Account Executive, Fund Admin

Posted 6 Days Ago
Be an Early Applicant
San Francisco, CA
Hybrid
Senior level
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
As a Senior Strategic Account Executive for Fund Admin at Carta, you will lead sales efforts targeting Private Equity, Private Credit, and Real Estate Funds. Your responsibilities include building relationships, understanding customer needs, driving revenue through strategic prospecting, managing sales cycles, and closing deals while contributing to sales strategy and participating in industry events.
Summary Generated by Built In
The Company You’ll Join

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.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

We're looking for talented salespeople  to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds.  Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, 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 reporting needs.  We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE  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 audit 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 could be up to 12 months
  • Understand customer needs and requirements and act as a trusted business advisor
  • Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
  • 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
  • Participate in industry events, conferences, and seminars

About You

  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field
  • 5 - 10+ years of Fund Administration sales experience
  • In-depth understanding  of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
  • 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

Nice-to-Haves

  • Experience in venture capital, private equity, institutional investing, or wealth management preferred
  • Relevant sales experience, preferably in a SaaS or financial services organization

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. The OTE range for this role is: 

  • $325,000 - $355,000 OTE

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.
  • Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
  • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain.
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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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