Carta · 3 days ago
Senior / Strategic Account Executive, Fund Admin
San Francisco, CA
Full-time
Hybrid
Senior Level
$332K/yr - $355K/yr
5+ years expCarta is a leading company that connects founders, investors, and limited partners through innovative software designed for the private capital markets. The Senior / Strategic Account Executive will be responsible for driving sales and managing client relationships within the Fund Administration team, focusing on private equity, private credit, and real estate funds.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
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
Understand customer needs and requirements and act as a trusted business advisor
Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
Drive revenue through strategic outbound prospecting
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
Participate in industry events, conferences, and seminars
Qualification
Required
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
Intellectually curious, fast learner
Articulate, poised, and concise
Flexible and resilient
Competitive and driven to achieve goals
Preferred
Experience in venture capital, private equity, institutional investing, or wealth management preferred
Relevant sales experience, preferably in a SaaS or financial services organization
Benefits
Market competitive salary
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
1001-5000 employees
H1B Sponsorship
Carta has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO
Charly Kevers
CFO
Recent News
globalventuring.com
2025-12-09
Company data provided by crunchbase