Private Equity Sales Executive - Equity Platform

Carta; New York (NY); On-site; USD 205,000 - 235,000; Full time

Job summary

Carta is hiring for an Account Executive on the Private Equity sales team. You will strategically grow Carta's presence with investment firms and their portfolio companies, evangelize our ownership management platform, and drive net new revenue.

Join a cross-functional team to navigate PE firms, communicate Carta’s value, and close new accounts while helping clients manage ownership, governance, and liquidity in private markets.

Qualifications

• 4–7+ years in a quota-carrying sales role.
• Experience selling into financial services or private equity firms.
• Ability to build and execute a sales strategy using a solution-based approach.
• Experience with consultative selling to uncover opportunities for evolving products/services.
• Strong communicator across all organizational levels; cross-functional work.
• Proven ability to influence through persuasion, negotiation, and consensus-building.
• Proven track record of outbound prospecting and close collaboration with SDRs.
• Genuine interest in M&A, private equity, and private markets.

Responsibilities

• 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 offerings to key decision makers.
• Develop a comprehensive sales strategy that ensures consistent goals achievement in short and long term.
• Own customer relationships and advocate for them within Carta.
• Stay current on the PE industry and bring customer voice into product and strategy discussions.

Skills

Quota-carrying sales

Private equity sales

Consultative selling

Cross-functional collaboration

Outbound prospecting

Negotiation & persuasion

Communication with C-suite

M&A interest

Job description

Carta is hiring for an Account Executive on the Private Equity sales team. You will strategically grow Carta's presence with investment firms and their portfolio companies, evangelize our ownership management platform, and drive net new revenue.

Join a cross-functional team to navigate PE firms, communicate Carta’s value, and close new accounts while helping clients manage ownership, governance, and liquidity in private markets.