The Team You’ll Work With

We're looking for talented Mid Market Account Executives to join our Venture Capital Sales team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a Venture Capital Account Executive, you’ll introduce top tier clients to our wide range of product offerings, including custodial services, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals.

The Problems You’ll Solve

• Communicate the business impact of our product offerings to key decision makers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Identify and acquire net new investor customers to the Carta platform
• 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 that ensures consistent achievement of goals over the short and long-term

About You

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field
• 5+ years of account executive experience; enterprise sales a plus
• Relevant sales experience, preferably in a SaaS or financial services organization
• Experience managing a pipeline and closing large contracts
• Proven ability to execute, especially negotiation and closing
• Intellectually curious, 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 preferred

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

• $130,000 base in New York City, NY
• $130,000 base in San Francisco, CA
• $117,000 base in Seattle, WA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.