Senior Account Executive, PE Strategic

Carta; San Francisco, New York (CA, NY); Hybrid; USD 276,000 - 374,000; Full time

Benefits offered by this job

Equity for all full-time roles

Exceptional benefits

Commissions plans (where applicable)

Job summary

Carta is hiring an Enterprise Account Executive to strategically navigate Private Equity firms and their portfolio companies. You will drive revenue through outbound prospecting, own the full sales lifecycle, and tailor solutions to meet complex PE requirements.

This role reports to a sales leadership team and offers equity and a competitive benefits package. We operate on a hybrid schedule with in-office days and remote work, with compensation including base salary, equity, and commissions

Qualifications

• 7+ years of Enterprise account executive experience selling into Private Equity, Investment Banking, or Alternative Assets spaces.

Responsibilities

• Own sales cycles from lead generation to close, typically 3–6 months.
• Develop and execute a comprehensive sales strategy and plan to achieve short- and long-term goals.
• Communicate business impact of Carta products to PE deal teams and back office functions.
• Build trusted relationships with Private Equity firms and their portfolio companies.

Skills

Enterprise sales

Private Equity

Negotiation

Strategic prospecting

Education

Bachelor's degree

Tools

Salesforce

Job description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

Carta has developed an ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

Over the past several years we’ve seen considerable success working with Private Equity-backed portfolio companies as well as working directly with Private Equity firms. As an Enterprise Account Executive, you’ll join a cross-functional team to strategically navigate Private Equity Firms, evangelize the Carta value proposition and drive revenue directly with these Firm and their Portfolio Companies.

The Problems You’ll Solve

• Communicate the business impact of our product offerings to key decision makers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Own sales cycles that are 3-6 months
• Understand customer needs and requirements and act as a trusted business advisor
• Drive revenue through strategic outbound prospecting
• 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
• Own relationships for Private Equity Firms and be their customer advocate

About You

• Fluency in Private Equity deal team language and back office functions such as portfolio and valuations teams
• 7+ years of Enterprise account executive experience selling into the Private Equity, Investment Banking, or Alternative Assets space
• Experience selling to professionals from a Private Equity background and proven ability to speak their language
• Strategically navigate large and complex organizations with multiple stakeholders
• Proven ability to execute, especially negotiation and closing
• Flexible and resilient
• Interest in being part of a ‘startup within a startup’

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

• $325k OTE in New York City, New York and San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Disclosures:

• 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.
• 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 [e-mail].

We work on a hybrid schedule where we come into office 3x/week and work remotely the remaining 2 days. In office schedules are set by location and team. Please confirm you can work in person at the location(s) of the job listed above per this schedule.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Carta’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.