Carta Verified

Fintech, SaaS, Equity Management

Senior Account Executive, PE Strategic

San FranciscoOnsiteFull TimeSeniorPosted 25 days ago

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Required skills

Private Equity
Portfolio Companies
Enterprise Sales
Sales Strategy
Negotiation
Closing
Stakeholder Management
Outbound Prospecting
Waterfall Modeling
Scenario Modeling

Nice to have

Investment Banking
Alternative Assets
Startup within a startup

Role summary

Carta is seeking a Senior Account Executive specializing in Private Equity (PE) strategic accounts. This role involves selling Carta's ownership management platform, including advanced scenario modeling tools, to PE firms and their portfolio companies. You will be responsible for driving revenue through strategic outbound prospecting, managing the entire sales lifecycle, and building strong relationships with PE clients. The ideal candidate has 7+ years of enterprise account executive experience in the PE, Investment Banking, or Alternative Assets space, with a proven ability to speak the language of PE deal teams and back-office functions. You must be adept at navigating complex organizations, influencing stakeholders, and closing enterprise deals within a 3-6 month sales cycle.

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

Carta has developed an ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

Over the past several years we’ve seen considerable success working with Private Equity-backed portfolio companies as well as working directly with Private Equity firms. As an Enterprise Account Executive, you’ll join a cross-functional team to strategically navigate Private Equity Firms, evangelize the Carta value proposition and drive revenue directly with these Firm and their Portfolio Companies.

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 are 3-6 months

Understand customer needs and requirements and act as a trusted business advisor

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

Own relationships for Private Equity Firms and be their customer advocate

About You

Fluency in Private Equity deal team language and back office functions such as portfolio and valuations teams

7+ years of Enterprise account executive experience selling into the Private Equity, Investment Banking, or Alternative Assets space

Experience selling to professionals from a Private Equity background and proven ability to speak their language

Experience closing Enterprise deals

Strategically navigate large and complex organizations with multiple stakeholders

Proven ability to execute, especially negotiation and closing

Flexible and resilient

Interest in being part of a ‘startup within a startup’

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.

$325k OTE in New York City, New York and San Francisco, CA

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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