Carta

About Carta

Empowering ownership through innovative equity management

🏢 Tech👥 1001+ employees📅 Founded 2012📍 Union Square, San Francisco, CA💰 $1.1b3.7
FintechB2BInvesting

Key Highlights

  • Over $1.1B raised in Series F funding
  • Serves 20,000+ companies including Lyft
  • Headquartered in San Francisco, CA
  • Offers CartaX, a trading platform for private equity

Carta, headquartered in Union Square, San Francisco, CA, is a leading fintech company specializing in equity management for startups. With over $1.1 billion raised in Series F funding, Carta serves more than 20,000 companies, including high-profile clients like Lyft and other innovators. The company...

🎁 Benefits

Carta provides a range of benefits including 401K matching, fertility coverage, parental leave, mental health support, and a unique Carta Business Sch...

🌟 Culture

Carta's culture is centered around innovation and ownership, with a focus on simplifying equity management for startups. The company values transparen...

Overview

Carta is seeking a Senior Account Executive for their Fund Administration team to drive sales and support private equity, private credit, and real estate funds. This role requires strong sales skills and experience in the financial services sector.

Job Description

Who you are

You have a proven track record in sales, particularly within the financial services sector, and you understand the unique needs of private equity, private credit, and real estate funds. Your ability to build relationships with clients and understand their challenges is key to your success. You thrive in a collaborative environment and enjoy working with cross-functional teams to deliver exceptional service to clients. You are results-driven and have a strong desire to exceed sales targets while contributing to the overall success of the organization.

Desirable

Experience in fund administration or a related field is a plus, as is familiarity with software solutions tailored for private markets. You are comfortable using CRM tools and have a knack for leveraging data to inform your sales strategies. Your communication skills are top-notch, allowing you to articulate complex concepts clearly and persuasively to clients.

What you'll do

As a Senior Account Executive at Carta, you will be responsible for driving sales within the Fund Administration team. You will engage with potential clients, understand their needs, and present Carta's innovative solutions to help them manage their portfolios effectively. Your role will involve building and maintaining strong relationships with clients, ensuring they receive the highest level of service and support. You will collaborate closely with internal teams to tailor solutions that meet client requirements and contribute to the development of new offerings based on market feedback.

You will also be expected to stay informed about industry trends and competitive landscape, using this knowledge to position Carta effectively in the market. Your success will be measured by your ability to meet and exceed sales targets, and you will play a crucial role in expanding Carta's footprint in the private equity and credit sectors.

What we offer

Carta provides a dynamic work environment where you can grow your career while making a significant impact in the private markets space. We offer competitive compensation and benefits, including opportunities for professional development and advancement. You will be part of a team that values collaboration, innovation, and a commitment to excellence. Join us in shaping the future of private market infrastructure and making a difference for our clients.

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