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Carta

Fintech platform streamlining fundraising, equity, back-office

Growth Account Executive - VC Investors

Account ManagementConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Have 3–5 years of experience supporting financial practices or financial software solutions in a quota-carrying sales function.
  • Demonstrate the ability to build and manage customer account relationships in an existing or new sales role.
  • Consistently hit or exceed sales targets on a month-over-month and quarter-over-quarter basis.
  • Have experience building and maintaining a detailed and accurate pipeline of sales opportunities within a customer relationship management tool.

Responsibilities

  • Proactively identify areas where customers can further engage with the Carta product, focusing on growth.
  • Identify and close upsell opportunities for additional capabilities that create leverage for customers’ operations.
  • Leverage technology to proactively engage with customers at scale regarding Carta’s value.
  • Negotiate win-win renewal outcomes for the customer and Carta.
  • Understand customer needs and help them maximize value from the Carta platform and services, ensuring strong user engagement.
  • Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates.
  • Collaborate on customer issues and assist with resolution.
  • Engage customers to act as a reference.
  • Proactively offer advice on best practices and creative product solutions to help Carta users get value from Carta.
  • Collaborate with the team, product, marketing, and support to drive expansion of existing customer relationships.

Desired Qualifications

  • Prior experience working in the venture capital or private equity space.
  • Experience working with Salesforce.

About the Company

Carta

Fintech platform streamlining fundraising, equity, back-office

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.1B
Headquarters
San Francisco, CA
Founded
2012

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