Senior / Strategic Account Executive, Fund Admin

Job Description

Carta is seeking a Senior/Strategic Account Executive to join their Private Equity Fund Administration team. The ideal candidate will introduce top-tier clients to Carta's product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. This role involves selling consultative access to Carta's team of fund administration accountants who support funds reporting needs. The Account Executive will also work closely with new PE funds, advising them on best practices and connecting them with fund formation lawyers and audit professionals.

Responsibilities:

• Communicate the business impact of product offerings to decision-makers.
• Influence through persuasion, negotiation, and consensus-building.
• Manage sales cycles up to 12 months.
• Understand customer needs and act as a trusted advisor.
• Build and expand a network to enhance Carta's visibility.
• Drive revenue through strategic outbound prospecting.
• Own the entire sales lifecycle.
• Develop a comprehensive sales strategy.
• Participate in industry events.

Requirements:

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field.
• 5 - 10+ years of Fund Administration sales experience.
• In-depth understanding of fund structures.
• Experience managing a pipeline and closing large contracts.
• Proven negotiation and closing abilities.
• Intellectually curious and a fast learner.
• Articulate, poised, and concise.
• Flexible and resilient.
• Competitive and driven.

Carta offers:

• Market competitive salary
• Equity for all full time roles
• Exceptional benefits
• Commissions plans