Senior Account Executive, Venture Capital

Carta
San Francisco +1 more
On-site

Who this role is best for

A natural match if you have enterprise sales experience in venture capital or financial services and are comfortable with long-term, complex sales cycles.

Best fit for

  • Candidates with 10+ years of enterprise sales experience in SaaS or financial services
    — “10+ years of account executive experience; enterprise sales a must”
  • Professionals with a background in venture capital, private equity, or institutional investing
    — “Experience in venture capital, private equity, institutional investing, or wealth management preferred”

Things to consider

  • The role demands ownership of 12–18 month sales cycles, which may require long-term client engagement
    — “Own sales cycles that are 12–18 months”
  • Final compensation may vary significantly based on geography and candidate background
    — “final offers may vary from the amounts listed based on geography”

How to stand out

  • Highlight your experience in guiding clients through complex fund formation processes
    — “advising them on best practices and referring them to additional vendors”
  • Emphasize your ability to demonstrate the business impact of enterprise software solutions
    — “Communicate the business impact of our product offerings to key decision-makers”
  • Showcase your track record in managing large sales pipelines and closing multi-year contracts
    — “Experience managing a pipeline and closing large contracts”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Closed large deals with venture capital firms
  • Developed comprehensive sales strategies
Typical background
10+ years of enterprise sales experienceExperience in financial services

Skills & requirements

Required

Sales StrategyEnterprise SalesConsultative SellingCustomer Relationship ManagementSales ForecastingSales Operations

Preferred

Fund AdministrationVenture Capital

Stack & domain

Venture CapitalFinance

About the role

Original posting from Carta via Greenhouse

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

To learn more, here is what one of our investors wrote about leading our Series F. 

The Team You’ll Work With

Join Carta’s elite enterprise sales team and work directly with the largest, most influential venture capital firms in the industry. As the driving force behind our biggest and most complex deals, you’ll shape the future of private markets by delivering transformative solutions to top-tier VC clients.

As a Fund Admin Senior Account Executive, you’ll introduce clients to our wide range of product offerings, including portfolio management, reporting and analytics, investor management, investor portals, 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 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

Own sales cycles that are 12–18 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 sales plan that ensure consistent achievement of goals over the short and long term

About You

Bachelor's degree in Business, Finance, Accounting, Economics, or related field

10+ years of account executive experience; enterprise sales a must

In-depth understanding of fund structures (venture capital, private equity, private credit, or real estate)

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

Experience in venture capital, private equity, institutional investing, or wealth management preferred

Salary

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience, expertise, and other factors. Carta’s compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commission plans. Our cash compensation (salary + commission, if applicable) range for this role is:

$332,000 OTE in San Francisco, CA and New York City, New York

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

Disclosures:

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. 

Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Source: Carta careers (Greenhouse)

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