What are the responsibilities and job description for the Account Executive, First Time Fund Manager position at Carta?
The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000 companies in 160 countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000 funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
We're looking for a talented Account Executive to join our First Time Fund 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 a Fund Administration Account Executive focusing on first time fund managers, you will be responsible for supporting prospective clients as they launch their firm 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
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary commission if applicable) range for this role is:
Disclosures
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000 companies in 160 countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000 funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
We're looking for a talented Account Executive to join our First Time Fund 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 a Fund Administration Account Executive focusing on first time fund managers, you will be responsible for supporting prospective clients as they launch their firm 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
- Demonstrating ability to manage influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Understand customer needs and requirements and act as a trusted business advisor
- Own the entire sales lifecycle, from lead generation to close
- Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- Relevant sales experience, preferably in a Financial Technology or relevant SaaS organization
- Proven ability to execute, especially negotiation and closing contracts
- Intellectually curious, fast learner
- Articulate, poised, and concise
- Competitive and driven to achieve goals
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary commission if applicable) range for this role is:
- $183,000 OTE in New York, New York
- $183,000 OTE in San Francisco, California
Disclosures
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.
Salary : $183,000
