Full-Time

Sales Strategy Senior Associate

Confirmed live in the last 24 hours

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$127.5k - $150kAnnually

Mid, Senior

New York, NY, USA

Category
Business Development
Business & Strategy
Required Skills
Salesforce
Looker
Excel/Numbers/Sheets
Requirements
  • 4+ years of experience in sales strategy, business operations, investment banking, management consulting, high-growth SaaS, or other related field
  • Exposure to private equity, venture capital, or fintech a plus
  • Robust analytical skill set with demonstrated experience driving sales insights across a modern data stack (e.g., Salesforce, Looker, Google Sheets)
  • Have a learning mindset and are motivated to work collaboratively in a fast-paced culture
  • Superior problem solving, financial modeling, and presentation skills
  • Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations
  • In-depth understanding of overall business operations and excellent project management skills to drive strategy through execution
  • Interest in being part of a ‘startup within a startup’
  • Self-starter and ability to navigate ambiguity
Responsibilities
  • Drive insights to improve our sales strategies and accelerate revenue growth (e.g., pricing execution, win/loss insights)
  • Play a key role in strategic planning: segmentation and coverage models, headcount planning, pipeline targets, compensation, and forecasting
  • Maintain pulse on external market (TAM/SAM and competitors) and derive implications for strategy
  • Support and enhance executive and business-unit reporting: help connect the dots across the organization
  • Partner with sales and marketing stakeholders to understand and drive improvements across KPIs

Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a variety of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed compensation decisions. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta combines software with expert services to create a more comprehensive solution for its clients. The goal of Carta is to make fundraising faster, easier, and more cost-effective for businesses.

Company Stage

Late Stage VC

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

-8%
Simplify Jobs

Simplify's Take

What believers are saying

  • Carta's extensive suite of tools and services can significantly streamline the fundraising process, making it easier and more cost-effective for startups and investors.
  • The company's ability to provide real-time market intelligence and robust data sets can help businesses make more informed decisions, particularly in compensation and equity management.
  • Partnerships with firms like Herzog and proactive compliance solutions position Carta as a trusted and innovative leader in the fintech space.

What critics are saying

  • The recent data breach incident could undermine client trust and impact Carta's reputation in the market.
  • A decline in venture deal counts and cash raised, as reported, may affect Carta's revenue and growth prospects.

What makes Carta unique

  • Carta's platform uniquely integrates machine learning to provide real-time market intelligence and compensation data, setting it apart from traditional financial services.
  • The company's focus on simplifying equity sales and back office automation offers a comprehensive solution that addresses multiple pain points for startups and investors.
  • Carta's proactive approach to compliance, such as offering a free Corporate Transparency Act compliance solution, demonstrates its commitment to regulatory support and client ease.

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Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months