Carta

Account Executive, Emerging Firm

Carta$183K — $215K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field
  • Relevant sales experience in Financial Technology or similar SaaS environment
  • Experience managing new business leads and closing contracts
  • Competitive and driven to achieve targets
  • Preferred background in venture capital, private equity, institutional investing, or wealth management

Responsibilities

  • Communicate the business impact of our products to emerging fund managers
  • Drive revenue through proactive prospecting and manage the sales lifecycle from lead to close
  • Persuade and negotiate to uncover and sell new opportunities
  • Develop a sales strategy and plan for consistent goal achievement
  • Act as a trusted advisor to understand client needs and requirements

Benefits

  • Equity options for all full-time roles
  • Comprehensive benefits package
  • Competitive salary
  • Commission plans for applicable roles
Full Job Description
The Team You'll Work With

We're looking for a talented Account Executive to join our Emerging Manager Sales team. This segment engages emerging venture fund managers aiming to launch their first fund with Carta. Our highly skilled fund administrators, proprietary technology platform, and fund formation services uniquely position Carta to service this customer segment.

As an Account Executive focusing on emerging managers, you will be responsible for supporting prospective clients as they launch their fund and work to secure their partnership with Carta. Additionally, you'll introduce prospects to our wide range of product offerings, including fund tax, management company services, investor due diligence, and data collection.
The Problems You'll Solve
  • Communicate the business impact of our product offerings to emerging fund managers
  • Drive revenue through strategic outbound prospecting, and own the entire sales lifecycle, from lead generation to close
  • Demonstrating ability to manage influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
  • Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
  • Understand customer needs and requirements and act as a trusted business advisor
About You
  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field
  • Relevant sales experience, preferably in a Financial Technology or relevant SaaS organization
  • Experience managing a pipeline of new business leads, negotiating, and closing contracts
  • Competitive and driven to achieve goals
  • Experience in venture capital, private equity, institutional investing, or wealth management preferred
Salary

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our cash compensation (salary + commission if applicable) range for this role is:
  • $183,000 ($43.99/hour) - $215,000 ($51.68/hour) OTE in New York City, NY

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Disclosures:

About Carta

Carta is a financial services company that provides equity management software for companies and investors. The company was founded in 2012 and is headquartered in Palo Alto, California. Carta's software allows companies to manage their cap tables, valuations, and equity plans, while also providing investors with access to private markets. The company has raised over $600 million in funding and has over 1,000 employees.
Learn more about Carta
Size
1,000 employees
Industry
Founded
2012

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