Senior Account Executive, Private Equity, Fund Administration
Senior Account Executive role at Carta. New York · $325,000–$355,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Explain Carta’s business value and win new opportunities through persuasion, negotiation, and consensus-building
- Run sales cycles of up to twelve months, from outbound prospecting and lead generation through close
- Learn customer needs, advise them on solutions, and build plans for consistent goal attainment
- Expand Carta’s industry network through new business development and participation in events and conferences
- Present fund administration offerings and guide new funds toward formation lawyers and audit providers
What you bring
- Hold a bachelor’s degree in business, finance, accounting, economics, or a related field
- Bring five to ten-plus years of experience selling fund administration services
- Understand fund structures across private equity, venture capital, private credit, or real estate
- Have managed a sales pipeline and closed large contracts
- Show strong execution in negotiation and closing
Who this fits
You’ll suit this role if you are intellectually curious, articulate, concise, flexible, resilient, and driven to achieve goals. You’ll work with Private Equity, Private Credit, and Real Estate Funds and should be comfortable building relationships across the industry. The listed location is New York, United States, and Carta uses E-Verify for employment authorization.
From the employer
The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
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.
- 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 security@carta.com.
Not this one either?
Claude or ChatGPT reads the other 60,181 for you.
Get better matches →