Strategic Account Executive, Private Equity

Who you are

You have a proven track record in sales, ideally with experience in the financial services sector — you understand the unique needs of Private Equity and Private Credit Funds and can effectively communicate how Carta's solutions can meet those needs. Your ability to build relationships and trust with clients is paramount, as you will be working closely with fund CFOs and other key stakeholders.

You are results-driven and thrive in a competitive environment — you have experience in managing a sales pipeline and closing deals, demonstrating your ability to meet and exceed sales targets. Your strong communication skills allow you to articulate complex concepts clearly and persuasively, ensuring clients understand the value of Carta's offerings.

You are adaptable and can navigate the evolving landscape of private markets — you stay informed about industry trends and challenges, allowing you to position Carta as a leader in private market infrastructure. Your analytical skills enable you to assess client needs and tailor solutions accordingly.

Desirable

Experience in fund administration or related financial services is a plus — you understand the intricacies of fund management and can speak the language of your clients. Familiarity with software solutions in the financial sector will help you convey the benefits of Carta's platform effectively.

What you'll do

As a Strategic Account Executive at Carta, you will be responsible for driving sales within the Private Equity sector — you will identify potential clients, engage with them to understand their needs, and present tailored solutions that demonstrate the value of Carta's fund administration platform. Your role will involve building and maintaining strong relationships with key decision-makers, ensuring they see Carta as a trusted partner in their operations.

You will manage the entire sales cycle from prospecting to closing — this includes conducting product demonstrations, negotiating contracts, and ensuring a smooth onboarding process for new clients. You will collaborate closely with the marketing and product teams to align sales strategies with market needs and product capabilities.

Your success will be measured by your ability to meet and exceed sales targets — you will track your progress using CRM tools and provide regular updates to management on your pipeline and forecasts. You will also gather feedback from clients to inform product development and improve service delivery.

What we offer

At Carta, you will join a dynamic team that is shaping the future of private market infrastructure — you will have the opportunity to work with innovative software solutions that are transforming how private funds operate. We offer a competitive salary and benefits package, along with opportunities for professional growth and development.

You will be part of a collaborative culture that values diversity and inclusion — we encourage you to apply even if your experience doesn't match every requirement. Your contributions will directly impact the success of our clients and the overall growth of Carta.