Program Manager, Fund Admin Sales

Carta-posted 9 months ago
$80,750 - $95,000/Yr
Full-time • Mid Level
New York, NY
Health and Personal Care Retailers
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As a Program Manager partnering with the Fund Administration Private Equity sales team, you will play a key role in supporting their upward trajectory. This group is focused on bringing Carta's Fund Administration products and services to Private Equity, Private Credit, and Real Estate Funds. You will receive comprehensive training on Carta software, private market finance, and PE operations along with ongoing training in consultative sales, client management, negotiation and sales operations.

  • Provide strategic sales support to help manage the flow of deals, which includes owning administrative tasks such as sourcing pricing details, drafting proposals, and keeping the CRM to integrity
  • Lead efforts in mapping key accounts and identifying buyer personas, providing the sales team with a clear understanding of decision-makers and influencers within target organizations
  • Identify high-priority funds for prospecting and expansion using Carta's data, relationships, and market insights, as well as analyze the existing BoB to identify growth opportunities
  • Support the team by providing research on target prospects, helping them engage with potential new clients effectively
  • Assist with sales call preparation by gathering Pitchbook data, providing detailed notes, and refining outreach strategies
  • Track industry trends, funding news, and competitor updates by using sources like Crunchbase, Preqin, Axios, and Pitchbook
  • Manage and optimize email campaigns to ensure timely, relevant messaging that is aligned with sales priorities
  • Work with teams across the company, including marketing, product, and customer success, to ensure that the sales team has the resources and support needed to succeed
  • Strong problem solving skills
  • Proven ability to execute in a fast paced, team environment with excellent time management
  • A team-oriented professional who finds fulfillment in assisting sales representatives with closing deals and supporting teams in reaching their quotas
  • Articulate, poised, and concise
  • Customer-Facing Experience is a plus
  • Track record of success in a lead generation role is a plus
  • Experience in Fund Administration, Private Equity, Venture Capital, institutional investing, or wealth management is a plus
  • Market competitive salary
  • Equity for all full time roles
  • Exceptional benefits
  • Commission plans for applicable roles
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