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Account Executive, PE Standard

Carta· Account Executive
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Hybrid (San Francisco, CA), Hybrid (New York City, NY)$205k - $235kPosted 2mo ago

About the role

Account Executive role on Carta’s Private Equity sales team, responsible for driving net new revenue by evangelizing Carta’s ownership management platform to private equity firms and PE-backed portfolio companies across San Francisco and New York City.

Responsibilities

  • Own the entire sales lifecycle, from lead generation to close
  • Drive revenue through outbound prospecting into private equity firms and PE-backed portfolio companies
  • Understand customer needs and requirements; act as a trusted business advisor to C-suite leaders and private equity investors
  • Communicate the business impact of Carta's product offerings to key decision makers
  • Develop a comprehensive sales strategy that ensures consistent achievement of goals over the short and long term
  • Own customer relationships and serve as their advocate within Carta
  • Stay current on the PE industry and bring the customer's voice into product and strategy conversations

Qualifications

  • 4–7+ years of experience in a quota-carrying sales role, with consistent achievement of quota
  • Experience selling into financial services or private equity firms, with the ability to speak their language and deeply understand pain points
  • Ability to build and execute a sales strategy using a solution-based selling approach
  • Experience with consultative selling techniques to uncover opportunities for evolving products and services
  • Strong communicator who works effectively cross-functionally and across all levels of an organization
  • Demonstrated ability to influence through persuasion, negotiation, and consensus-building
  • Proven track record of self-driven outbound prospecting and close collaboration with SDRs
  • Genuine interest in M&A, private equity, and private markets

Skills

Required:Quota-carrying salesSolution-based sellingConsultative selling

Benefits

  • market competitive salary
  • equity for all full time roles
  • exceptional benefits
  • commissions 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.

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