Senior / Strategic Account Executive, Fund AdminSan Francisco, CA

Senior / Strategic Account Executive, Fund Admin

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

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

Nice-to-Haves

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 :