Account Executive, First Time Fund Manager
Preferred Return (Acquired by Carta)
The Company You’ll Join
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
We're looking for a talented Account Executive to join our First Time Fund Manager Sales team. This segment engages emerging venture fund managers aiming to launch their first fund with Carta. Our highly skilled fund administrators, proprietary technology platform, and fund formation services uniquely position Carta to service this customer segment.
As a Fund Administration Account Executive focusing on first time fund managers, you will be responsible for supporting prospective clients as they launch their firm and work to secure their partnership with Carta. Additionally, you’ll introduce prospects to our wide range of product offerings, including fund tax, management company services, investor due diligence, and data collection.
The Problems You’ll Solve
- Communicate the business impact of our product offerings to emerging fund managers
- Demonstrating ability to manage influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Understand customer needs and requirements and act as a trusted business advisor
- 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
About You
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- Relevant sales experience, preferably in a Financial Technology or relevant SaaS organization
- Proven ability to execute, especially negotiation and closing contracts
- Intellectually curious, fast learner
- Articulate, poised, and concise
- Competitive and driven to achieve goals
Nice-to-Haves
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:
- $183,000 OTE in New York, New York
- $183,000 OTE in San Francisco, California
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
Disclosures:
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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.
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Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
- 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.