Senior Account Executive, Limited Partners jobs in United States
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Carta · 1 week ago

Senior Account Executive, Limited Partners

positionSan Francisco, CA
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$325K/yr - $325K/yr
date8+ years exp

Carta is a leading company that connects founders, investors, and limited partners through innovative software designed for venture capital and private equity. The Senior Account Executive will drive new business acquisition across the United States, focusing on alternative investors while managing the full sales cycle and maintaining relationships with key stakeholders.

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Drive new business acquisition in the US market with a focus on alternative investors across all segments; pension funds, insurers, funds of funds endowments, foundations, and secondary market players
Manage the full sales cycle from early stage discovery through to contract close
Develop and maintain relationships with senior stakeholders across pensions, endowments, insurance firms, fund of funds, sovereign wealth funds, and administrators
Identify and qualify opportunities through research, networking, and industry events
Work closely with marketing and SDR teams on lead generation campaigns into target segments and regions
Work closely with product and client success teams to ensure smooth onboarding and long-term client satisfaction
Maintain accurate pipeline management, forecasts, and reporting in CRM
Stay up to date on industry developments, client needs, and competitor offerings

Qualification

B2B enterprise salesFintech solutionsData analyticsInstitutional investorsEntrepreneurial mindsetCommunication skillsPresentation skillsNegotiation skillsSelf-starter

Required

Bachelor's degree in Business, Finance, Marketing, or related field (MBA a plus but not required)
8+ years of B2B enterprise sales experience, ideally in fintech, SaaS, data, or analytics solutions
Strong track record of quota attainment and new business development
Experience selling into institutional investors or financial services firms strongly preferred
Excellent communication, presentation, and negotiation skills
Entrepreneurial mindset, self-starter, and motivated to grow with a scaling business
Willingness to travel within the US (with emphasis on Chicago, San Francisco, and other key financial centers)

Benefits

Equity for all full time roles
Exceptional benefits
Commissions plans

Company

Carta

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Glassdoor3.6
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Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
dateFounded in 2012
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
https://carta.com/

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 Stage
Total Funding
$1.16B
Key Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market

Leadership Team

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Henry Ward
CEO & Co-Founder
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Charly Kevers
CFO
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Recent News

PR Newswire
Tokenfolio ramps up their institutional arm with Carta appointment to meet increasing institutional demand
2025-12-17
TechCrunch
Carta’s valuation to be cut by $6.5 billion in upcoming secondary sale | TechCrunch
2025-12-09
globalventuring.com
Carta darts to $500m series G
2025-12-09
Company data provided by crunchbase