Senior Account Executive, Venture Capital

Carta•San Francisco, NY

About The Position

Carta is hiring a Senior Account Executive to sell fund administration and related products and services to venture capital firms. The role works with influential VC clients and introduces them to offerings that include portfolio management, reporting and analytics, investor management, investor portals, valuations, and data collection. It also involves consultative access to Carta fund administration accountants who support quarterly reporting, as well as advising newly formed venture capital funds on fund-formation best practices and referring them to relevant vendors, such as fund-formation lawyers and tax professionals. The Senior Account Executive owns complex enterprise sales, developing customer relationships and sales strategies from lead generation through close. Sales cycles typically run 12–18 months. The role is part of Carta’s enterprise sales team and focuses on communicating product value, identifying opportunities, and achieving revenue goals. Compensation is listed as $332,000 OTE in San Francisco and New York City; final offers may vary. Carta states that its compensation package includes equity for all full-time roles, benefits, and commission plans where applicable.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field.
10+ years of account executive experience; enterprise sales experience is required.
In-depth understanding of fund structures, such as venture capital, private equity, private credit, or real estate.
Relevant sales experience, preferably at a SaaS or financial services organization.
Experience managing a pipeline and closing large contracts.
Proven ability to execute, especially in negotiation and closing.
Intellectually curious and a 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.

Responsibilities

Communicate the business impact of Carta’s product offerings to key decision-makers.
Influence customers through persuasion, negotiation, and consensus-building to identify and sell new opportunities.
Own sales cycles that are 12–18 months long.
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 to support consistent achievement of short- and long-term goals.
Introduce venture capital clients to Carta offerings, including portfolio management, reporting and analytics, investor management, investor portals, valuations, and data collection.
Advise new venture capital funds on fund-formation best practices and refer them to additional vendors, including fund-formation lawyers and tax professionals.