Senior Account Executive, Private Equity, Fund Administration

Carta Carta · Fintech · New York, NY +1 · Account Executive

Carta is seeking a Senior Account Executive for their Private Equity Fund Administration team. This role involves selling Carta's software and services to Private Equity, Private Credit, and Real Estate Funds, focusing on fund administration, portfolio management, reporting, and investor management. The ideal candidate will have extensive experience in Fund Administration sales, a deep understanding of fund structures, and a proven ability to manage sales cycles and drive revenue.

What you'd actually do

  1. Communicate the business impact of our product offerings to key decision makers
  2. Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
  3. Own sales cycles that could be up to 12 months
  4. Understand customer needs and requirements and act as a trusted business advisor
  5. Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities

Skills

Required

  • Fund Administration sales experience
  • Understanding of fund structures
  • Pipeline management
  • Closing large contracts
  • Negotiation
  • Closing

Nice to have

  • Experience in venture capital, private equity, institutional investing, or wealth management
  • SaaS sales experience
  • Financial services organization sales experience

What the JD emphasized

  • 5 - 10+ years of Fund Administration sales experience
  • In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
  • Proven ability to execute, especially negotiation and closing