About the position
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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
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
- Lead segment strategy, territory carve, quota setting
- 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
Requirements
- 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
Nice-to-haves
- Exposure to private equity, venture capital, or fintech
Benefits
- Market competitive salary
- Equity for all full time roles
- Exceptional benefits
- Commission plans for applicable roles
