Senior Account Executive, Private Equity, Fund Administration

Carta Healthcare; San Francisco (CA); On-site; USD 332,000 - 355,000; Full time

Job summary

Carta Healthcare is seeking an experienced Fund Administration sales leader to partner with Private Equity, Private Credit, and Real Estate Funds. You will manage complex, multi-year deals from first outreach to close, and you’ll leverage a broad product suite including portfolio management, reporting, analytics, and investor portals.

You’ll build strategic outbound programs, develop a cycle-accurate plan, collaborate with fund administrators and lawyers, and drive revenue while representing

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics or related field.
• 5+ years of Fund Administration sales experience.
• Experience managing a pipeline and closing large contracts.
• Proven ability to execute, especially negotiation and closing.
• Intellectually curious, fast learner; articulate and concise.

Responsibilities

• 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 could be up to 12 months.
• Understand customer needs and act as a trusted business advisor.
• Build and expand a network across the industry to enhance Carta's visibility.
• Drive revenue through strategic outbound prospecting.
• Own the entire sales lifecycle, from lead generation to close.
• Develop a comprehensive sales strategy and sales plan to achieve goals.
• Participate in industry events, conferences, and seminars.

Skills

Negotiation

Closing deals

Sales strategy

Outreach prospecting

Networking

Education

Bachelor's degree in Business, Finance, Accounting, Economics

Job description

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

We're looking for talented salespeople to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs. We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.

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 could be up to 12 months
• Understand customer needs and requirements and act as a trusted business advisor
• Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
• 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
• Participate in industry events, conferences, and seminars

About You

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field
• 5 - 10+ years of Fund Administration sales experience
• In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
• Experience managing a pipeline and closing large contracts
• Proven ability to execute, especially negotiation and closing
• Intellectually curious, fast learner
• Articulate, poised, and concise
• Flexible and resilient
• Competitive and driven to achieve goals

Nice-to-Haves

• Experience in venture capital, private equity, institutional investing, or wealth management preferred
• Relevant sales experience, preferably in a SaaS or financial services organization

Salary

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. The OTE range for this role is:

• $332,000 - $355,000 OTE

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.
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.