Senior Account Executive, Private Equity, Fund Administration

The role

You will introduce top tier clients to product offerings including Fund Administration, portfolio management, and reporting. You will own the entire sales lifecycle and advise new PE funds on best practices during fund formation.

What you will do

• Communicate the business impact of product offerings to key decision makers
• Influence through persuasion, negotiation, and consensus-building to sell new opportunities
• Own sales cycles that could be up to 12 months
• Understand customer needs and act as a trusted business advisor
• Build and expand a network across the industry
• Drive revenue through strategic outbound prospecting
• Own the entire sales lifecycle, from lead generation to close
• Develop a comprehensive sales strategy and sales plan
• Participate in industry events, conferences, and seminars

Required qualifications

• 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 have

• Experience in venture capital, private equity, institutional investing, or wealth management
• Relevant sales experience, preferably in a SaaS or financial services organization

Benefits

• Market competitive salary
• Equity for all full time roles
• Exceptional benefits
• Commissions plans for applicable roles

About the company

Carta is the connected platform and AI-native ecosystem for private capital. It brings together software, services, and legal infrastructure for founders, fund managers, and legal teams.