Carta

Account Executive, PE Standard

San Francisco, CA, New York City, New York. Posted 3 months ago

The role

You will own the entire sales lifecycle to drive net new revenue from private equity firms and their portfolio companies. You will act as a business advisor to C-suite leaders and evangelize the Carta platform.

What you will do

  • Own the entire sales lifecycle, from lead generation to close
  • Drive revenue through outbound prospecting into private equity firms and PE-backed portfolio companies
  • Understand customer needs and requirements
  • Act as a trusted business advisor to C-suite leaders and private equity investors
  • Communicate the business impact of Carta's product offerings to key decision makers
  • Develop a comprehensive sales strategy
  • Own customer relationships and serve as their advocate within Carta
  • Stay current on the PE industry and bring the customer's voice into product and strategy conversations

Required qualifications

  • 4–7+ years of experience in a quota-carrying sales role, with consistent achievement of quota
  • Experience selling into financial services or private equity firms
  • Ability to build and execute a sales strategy using a solution-based selling approach
  • Experience with consultative selling techniques
  • Strong communicator who works effectively cross-functionally and across all levels of an organization
  • Demonstrated ability to influence through persuasion, negotiation, and consensus-building
  • Proven track record of self-driven outbound prospecting and close collaboration with SDRs
  • Genuine interest in M&A, private equity, and private markets

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 provides software, services, and legal infrastructure for founders, fund managers, and legal teams.

Account Executive, PE Standard at Carta | JobZoey