Carta Verified

Fintech, SaaS, Equity Management

Growth Account Executive, VC Investors

San Francisco, CAOnsiteFull TimePosted 9 days agoVisa sponsorship available

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Required skills

upselling
cross-selling
renewals
pipeline management
sales targets
customer accounts
decision makers
Carta platform

Nice to have

venture capital
private equity
customer advocacy
creative product solutions

Role summary

Carta is seeking Growth Account Executives to manage and expand existing customer portfolios. This role involves upselling, cross-selling, and ensuring contract alignment with pricing standards. The Growth AE will understand customer business plans, propose relevant features, and leverage technology for scaled engagement. Key responsibilities include identifying growth opportunities, negotiating renewals, building strong customer relationships, and collaborating with internal teams to resolve issues and drive expansion. The ideal candidate has 3-5 years of experience in quota-carrying sales, supporting financial practices or software solutions, with a proven ability to manage accounts and exceed sales targets. Experience with CRM tools and a proactive, persuasive approach are essential. Prior experience in venture capital or private equity is a plus.

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 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

3-5 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.

$164,000 OTE ($47.31/hour) - $200,000 OTE ($57.69/hour) 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 security@carta.com.

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