Senior Account Executive, PE Strategic

Carta•San Francisco, CA

About The Position

Carta is hiring a Senior Account Executive to sell its ownership management platform to Private Equity firms and their portfolio company management teams. The platform includes an Advanced Scenario Modeling tool designed to handle complex Private Equity waterfalls and help deal, valuation, and management teams improve accuracy and time to insight. In this role, you will work cross-functionally to navigate Private Equity firms strategically, communicate Carta’s value proposition, and generate revenue with firms and their portfolio companies. The role includes managing enterprise sales opportunities from prospecting through closing, developing sales strategies, and serving as a customer advocate for Private Equity firm relationships.

Requirements

  • At least 7 years of Enterprise Account Executive experience selling into Private Equity, Investment Banking, or Alternative Assets.
  • Fluency in Private Equity deal team terminology and back-office functions, including portfolio and valuations teams.
  • Experience selling to professionals with a Private Equity background and the ability to speak their language.
  • Experience closing enterprise deals.
  • Ability to navigate large, complex organizations with multiple stakeholders.
  • Proven ability to execute, particularly in negotiation and closing.
  • Flexibility and resilience.
  • Interest in working in a ‘startup within a startup.’

Responsibilities

  • Communicate the business impact of Carta’s product offerings to key decision makers.
  • Influence prospects through persuasion, negotiation, and consensus-building to identify and sell new opportunities.
  • Own sales cycles that typically last 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 plan to achieve goals consistently over the short and long term.
  • Own relationships with Private Equity firms and act as their customer advocate.
  • Strategically navigate Private Equity firms and evangelize Carta’s value proposition to firms and their portfolio companies.

Benefits

  • Equity for all full-time roles.
  • Exceptional benefits.
  • Commissions plans for applicable roles.
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