We're looking for talented Enterprise Account Executives to join our Venture Capital Upmarket team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a Venture Capital Account Executive, you’ll introduce top tier clients to our wide range of product offerings, including custodial services, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.
You will also work closely with new venture capital 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 tax professionals.
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 12-18 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 About You Bachelor's degree in Business, Finance, Accounting, Economics, or related field 10+ years of account executive experience; enterprise sales a plus Relevant sales experience, preferably in a SaaS or financial services organization 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 Nice-to-Haves Experience in venture capital, private equity, institutional investing, or wealth management preferred