Account Executive, PE Standard

Carta
San Francisco, New York
Workplace: OnsiteFull timeUSD 205,000 - 235,000 annuallyFunction: SalesSkills: ["Communication","Cross-functional collaboration","Persuasion","Negotiation","Strategy execution"]

Own the full sales lifecycle for Carta’s Private Equity business—driving net new revenue through outbound prospecting into private equity firms and PE-backed portfolio companies. Partner with C-suite leaders and investors as a trusted advisor, communicating the business impact of Carta’s private capital platform and scenario modeling tools. Develop and execute a consistent sales strategy, build strong customer relationships, and stay current on private equity trends.

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FursaFursa
Carta
Carta
6 days ago

Account Executive, PE Standard

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own the full sales lifecycle for Carta’s Private Equity business—driving net new revenue through outbound prospecting into private equity firms and PE-backed portfolio companies. Partner with C-suite leaders and investors as a trusted advisor, communicating the business impact of Carta’s private capital platform and scenario modeling tools. Develop and execute a consistent sales strategy, build strong customer relationships, and stay current on private equity trends.
Location: San Francisco, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key 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 act as a trusted business advisor to C-suite leaders and private equity investors.
  • •Communicate the business impact of Carta’s offerings to key decision makers.
  • •Develop and execute a sales strategy to consistently achieve short- and long-term goals while owning customer relationships.

Pay and Benefits

Salary: USD 205,000 - 235,000 annually
Equity and Bonus:Equity

Key Requirements

  • •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 deep understanding of pain points.
  • •Ability to build and execute a sales strategy using solution-based selling approaches.
  • •Experience with consultative selling to uncover evolving opportunities for products and services.
  • •Strong communication and cross-functional collaboration across all levels of an organization.
Experience:Private equityFinancial services
Skills:CommunicationCross-functional collaborationPersuasionNegotiationStrategy execution
Languages:English

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn