Senior Account Executive, Private Equity, Fund Administration

Carta
San Francisco, New York
Workplace: OnsiteFull timeUSD 332,000 - 355,000 annuallyFunction: SalesExperience: 5-10 yearsEducation: bachelorsSkills: ["Communication","Negotiation","Presentation","Relationship-building","Problem-solving"]

Seasoned sales professional driving fund administration solutions to Private Equity, Private Credit and Real Estate funds. Own end-to-end sales cycles (up to 12 months), engage senior decision makers, and develop a strategic plan to consistently hit revenue targets. Collaborate with cross-functional teams to deliver consultative offerings including fund administration, reporting, analytics, and investor management.

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FursaFursa
Carta
Carta
1 year ago

Senior Account Executive, Private Equity, Fund Administration

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Seasoned sales professional driving fund administration solutions to Private Equity, Private Credit and Real Estate funds. Own end-to-end sales cycles (up to 12 months), engage senior decision makers, and develop a strategic plan to consistently hit revenue targets. Collaborate with cross-functional teams to deliver consultative offerings including fund administration, reporting, analytics, and investor management.
Location: San Francisco, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Sr. Manager level

Key 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 and manage the entire sales lifecycle, from lead generation to close.
  • •Understand customer needs and requirements and act as a trusted business advisor.
  • •Develop a comprehensive sales strategy and sales plan to ensure consistent achievement of goals over the short and long-term

Pay and Benefits

Salary: USD 332,000 - 355,000 annually
Equity and Bonus:Equity
Perks:Equity

Key Requirements

  • •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
Experience:5-10 yearsPrivate equityFund administrationPrivate creditVenture capitalReal estate
Education:Bachelor's
Skills:CommunicationNegotiationPresentationRelationship-buildingProblem-solving
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