Senior GTM Strategy Manager San Francisco, CA; New York, NY

Carta, Inc.; New York (NY); On-site; USD 177,000 - 222,000; Full time

Job summary

A leading company in venture capital and private equity seeks a Senior GTM Strategy Manager. You will work with business leaders to enhance sales strategies, optimize operations, and improve customer experiences. This role offers a competitive salary, equity, and comprehensive benefits in a fast-paced environment.

Benefits

Equity for all full-time roles

Exceptional benefits

Commission plans for applicable roles

Qualifications

• 6+ years of experience in sales strategy or business operations.
• Proficient in SQL and Excel for data analysis.
• Experience with SaaS or high-growth companies is preferred.

Responsibilities

• Drive operational cadence to amplify sales.
• Define and coordinate weekly reviews of sales metrics.
• Evaluate strategies to improve sales execution.

Skills

Analytical skills

Problem solving

Communication skills

Presentation skills

Tools

SQL

Excel

Tableau

Power BI

Job description

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

You’ll be joining our GTM Strategy team as a Senior GTM Strategy Manager. This team is part of the broader Strategy & Business Operations team, partnering closely with business leaders across sales, marketing, product, and operations to drive revenue, efficiency, and customer experience.

The Problems You'll Solve

You will help us:

• Constantly improve our sales strategy and execution through data, insights, strategy and process
• Equip our sales leaders and executives with the insights to make key investment and people decisions

Roles and responsibilities:

• Drive the operational cadence to amplify sales
• Define/refine the cascade of metrics to review, in coordination with sales, GTM and ops partners
• Coordinate weekly reviews of sales metrics and sales commits
• Deliver executive-level visibility and updates
• Proactively evaluate, assess and optimize strategies to improve sales strategy and execution:
• Develop recommendations for optimal sales coverage and segmentation models, routing/ROE, compensation plans, hiring plans and sales strategies to accelerate growth
• Proactively ideate, support decision-making and executive initiatives that drive revenue / pipeline acceleration to achieve or exceed plan
• Maintain forecast model and process (e.g., logos, ACVs, segments) in coordination with sales operations and finance
• Analyze external market data, TAM and market conditions to inform strategy

About You

• 6+ years of experience in sales strategy, business operations, investment banking, strategy consulting, high-growth SaaS, or other related field
• Robust analytical skill set with demonstrated experience driving sales insights across a modern data stack (e.g., Salesforce, Google Sheets,Tableau, Power BI )
• Advanced technical proficiency in tools such as SQL and Excel; capable of transforming complex data into actionable insights
• Exposure to private equity, venture capital, or fintech a plus
• Have a learning mindset and are motivated to work collaboratively in a fast-paced culture
• Superior problem solving, financial modeling, and presentation skills
• Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations
• In-depth understanding of overall business operations and excellent project management skills to drive strategy through execution
• Self-starter and ability to navigate ambiguity

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 $177,000 - $222,000 in San Francisco and New York. 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].

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Location (City)

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Are you currently eligible to work in the country where this position is located for any employer? * Select...

Do you now or in the future require visa sponsorship to continue working in the country where this position is located? * Select...

LinkedIn Profile *

Website

Which is your preferred office location(s)? * Select...

Have you worked for Carta at any other time previously? * Select...

AI Policy for Application & Interviewing: * Select...

While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree.

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 hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential 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 measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis 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.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.