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

New York, NY, USA

Category
Strategy 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 decisions about employee compensation. 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

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

2%

1 year growth

3%

2 year growth

-8%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital equity management solutions benefits Carta's offerings.
  • The Corporate Transparency Act creates a new market for Carta's compliance solutions.
  • Partnership with Herzog enhances Carta's global reach, especially in Israel.

What critics are saying

  • Increased competition from startups like Slice threatens Carta's market share.
  • A recent data breach raises concerns about Carta's data security.
  • Allegations of misusing confidential data could damage Carta's reputation.

What makes Carta unique

  • Carta offers a comprehensive platform for managing equity electronically.
  • The platform provides real-time market intelligence powered by machine learning.
  • Carta simplifies equity sales for employees, stakeholders, and investors.

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Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months