C

Carta

Fintech platform streamlining fundraising, equity, back-office

Senior Account Executive - Venture Capital

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

About the Job

Requirements

  • A bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
  • At least 10 years of account executive experience, including enterprise sales experience.
  • In-depth understanding of fund structures such as 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.
  • Experience executing negotiations and closing deals.
  • Experience in venture capital, private equity, institutional investing, or wealth management is preferred.

Responsibilities

  • Communicate the business impact of product offerings to key decision-makers.
  • Influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities.
  • Own sales cycles lasting 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 plan to achieve goals consistently over the short and long term.
  • Introduce clients to product offerings, including portfolio management, reporting and analytics, investor management, investor portals, valuations, and data collection.
  • Sell consultative access to fund administration accountants who support funds’ quarterly reporting needs.
  • Offer technology-focused investor portals to fund general partners, administrators, and investors or limited partners.
  • Advise new venture capital funds on best practices during the fund formation process and refer them to additional vendors, including fund formation lawyers and tax professionals.

Desired Qualifications

  • Experience in a SaaS or financial services organization.
  • Experience in venture capital, private equity, institutional investing, or wealth management.

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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