Senior Account Executive, PE Strategic
San Francisco, NY at a glance
- Rent
- #3 of 51$2,680/mo+44% vs US avg
- Weather
- #21 of 51295 mild days0 hot · 0 cold
- Income tax
- #3 of 5110.9% top rateNew York
What you need
- 7+ yrs enterprise sales to Private Equity/Investment Banking
- Fluency in PE deal team language and valuations
- Experience closing enterprise deals
- Navigate complex organizations with multiple stakeholders
- Proven negotiation and closing ability
What you'll do
- Communicate business impact to key decision makers
- Own 3-6 month sales cycles from lead to close
- Drive revenue through strategic outbound prospecting
- Develop comprehensive sales strategy and plan
- Own PE firm relationships as customer advocate
The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
Carta has developed an ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.
Over the past several years we’ve seen considerable success working with Private Equity-backed portfolio companies as well as working directly with Private Equity firms. As an Enterprise Account Executive, you’ll join a cross-functional team to strategically navigate Private Equity Firms, evangelize the Carta value proposition and drive revenue directly with these Firm and their Portfolio Companies.
The Problems You’ll Solve
- 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 are 3-6 months
- Understand customer needs and requirements and act as a trusted business advisor
- 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
- Own relationships for Private Equity Firms and be their customer advocate
About You
- Fluency in Private Equity deal team language and back office functions such as portfolio and valuations teams
- 7+ years of Enterprise account executive experience selling into the Private Equity, Investment Banking, or Alternative Assets space
- Experience selling to professionals from a Private Equity background and proven ability to speak their language
- Experience closing Enterprise deals
- Strategically navigate large and complex organizations with multiple stakeholders
- Proven ability to execute, especially negotiation and closing
- Flexible and resilient
- Interest in being part of a ‘startup within a startup’
Salary
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
- $325k OTE in New York City, New York and San Francisco, CA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
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 [email protected].
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About Carta
Carta powers interconnectivity in private markets — uniting data, people, and workflows in one connected system. We connect founders, investors, and limited partners through software purpose-built for private capital. Trusted by 50,000+ 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 8,500+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance and Best Workplaces in the Bay Area lists, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, Inc.'s Fastest-Growing Private Companies list, and is certified as a Great Place to Work for 2025-2026 (3 years running!). For more information, visit carta.com.
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