Senior Account Executive, Private Equity, Fund Administration

About the role

You own enterprise selling motion for private capital clients, guiding funds through intake, build, review, ship, and partners with consultative calm. You architect consultative pathways, balancing swift moves and thorough validation for PE houses navigating formation and expansion. In this capacity, you serve as a trusted advisor that replaces fragmented tools with a single system of record.

What you'll do

Orchestrating consultative outreach to C-suite stakeholders across continents during intake.

Architecting tailored portfolio narratives for GP teams during build phases.

Championing rigorous review checkpoints to validate data integrity before ship.

Coordinating cross-functional partners to streamline invoice and reporting workflows.

Driving outbound discovery sessions that uncover latent fund administration requirements.

Guiding new fund formation journeys with best practice briefings and vendor pathways.

Shaping pipeline narratives that convert early signals into signed agreements.

Hosting executive roundtables at industry events to elevate Carta visibility.

Requirements

Holding a Bachelor's in business adjacent fields with 5 to 10+ years of fund administration sales.

Demonstrating deep familiarity with private equity, private credit, real estate structures.

Managing sprawling opportunity pipelines while closing large multi-year contracts.

Excelling at negotiation, consensus building, and complex deal execution.

Displaying quick study traits and articulate, poised communication under pressure.

Nice to have

Preferring candidates with SaaS or financial services background in venture capital or wealth management.

Key facts

Skills and tools

Carta, Salesforce, Gong, Outreach, DocuSign, Slack, Zoom, HubSpot.

About the company

Carta is the connected platform and AI-native ecosystem for private capital. The platform replaces fragmented tools with a single system of record, bringing together software, services, and legal infrastructure. Founders use it to manage equity, fund managers use it for administration and reporting, and legal teams use it to close transactions. The company is trusted by 55,000 companies and 1.8 million-plus equity holders in 160-plus countries, and 10,000 funds and SPVs representing over $250 billion in assets under management. Carta is transforming how private capital operates. The company is recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work.

What you will solve

You will communicate the business impact of product offerings to key decision makers. You will demonstrate the ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities. You will own sales cycles that can extend up to 12 months. You will understand customer needs and requirements and act as a trusted business advisor. You will build and expand a network across the industry to enhance Carta's visibility and create new business opportunities. You will drive revenue through strategic outbound prospecting. You will own the entire sales lifecycle, from lead generation to close. You will develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long term. You will participate in industry events, conferences, and seminars.

About the team

You will work with salespeople to join the Private Equity Fund Administration team. Customers are primarily Private Equity, Private Credit, and Real Estate Funds. The Carta platform allows these clients to track and manage their portfolios while liaising with their investors. As a member of the team, you will introduce top-tier clients to a wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These services include selling consultative access to a team of Carta fund administration accountants who support fund reporting needs. The offering includes a tech-focused investor portal for both fund GPs/Admins and their investors/LPs.

You will also work closely with new PE funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors, which may include fund formation lawyers and audit professionals.

Disclosures

We are an equal opportunity employer and are committed to providing equal access to our employer programs. Please refer to the official apply page for complete details.