Account Executive, First Time Fund Manager

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

About You

• 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

Nice-to-Haves

• 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

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.