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Senior Account Executive, Private Equity, Fund Administration

Carta· Account Executive
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San Francisco, CA$332k - $355kFull-timePosted 10mo ago

About the role

Senior sales role focused on Private Equity, Private Credit, and Real Estate funds within Carta’s Fund Administration team. Develop and execute a consultative sales strategy across the full sales lifecycle, from lead generation to close, targeting fund managers and related stakeholders.

Responsibilities

  • Communicate the business impact of our product offerings to key decision makers
  • Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
  • Own sales cycles that could be up to 12 months
  • Understand customer needs and requirements and act as a trusted business advisor
  • Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
  • Drive revenue through strategic outbound prospecting
  • Own the entire sales lifecycle, from lead generation to close
  • Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
  • Participate in industry events, conferences, and seminars

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field
  • 5 - 10+ years of Fund Administration sales experience
  • In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
  • Experience managing a pipeline and closing large contracts
  • Proven ability to execute, especially negotiation and closing
  • Intellectually curious, fast learner
  • Articulate, poised, and concise
  • Flexible and resilient
  • Competitive and driven to achieve goals

Skills

Required:Fund Administration salesConsultative sellingPipeline management

Benefits

  • Market competitive salary
  • Equity for all full time roles
  • Exceptional benefits
  • Commission plans where applicable
Last updated Aug 5, 2026. Interested? Apply on the company site.
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About Carta

One platform, unlimited potential

Carta’s platform of software and services helps people manage equity, build businesses, and invest in the companies of tomorrow. Learn more.

fund managementequity managementinvestingprivate capital
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