Carta

Growth Account Executive, VC Investors

San Francisco, CA; New York, NY. Posted 17 days ago

The role

Growth Account Executives will own and grow portfolios of existing customers. You will upsell products, cross-sell features, and ensure contracts align with pricing standards.

What you will do

  • Proactively identify areas where customers can further engage with the Carta product
  • Identify and close upsell opportunities for additional capabilities
  • Leverage technology to proactively engage with customers at scale
  • Negotiate win-win renewal outcomes
  • Understand customer needs and help them maximize value from the platform
  • Build deep relationships with decision makers within customer accounts
  • Collaborate on customer issues and assist on resolution
  • Engage customers to act as a reference
  • Offer advice on best practices and creative product solutions

Required qualifications

  • 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
  • Comfortable with uncertainty and eager to learn and build knowledge in unfamiliar areas

Nice to have

  • Prior experience working in venture capital or private equity space
  • Experience working with Salesforce

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.

Growth Account Executive, VC Investors at Carta | JobZoey