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Senior Strategic Account Executive - Fund Administration

CartaNew York, NY
On-site Full-time $325K/yr - $355K/yr

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Experience Level

Senior

Qualifications

QualificationsThe ideal candidate should possess a strong background in sales, preferably within financial services or software sales related to fund administration. Proven experience in developing client relationships and a deep understanding of the private equity landscape are essential. Strong communication, negotiation, and analytical skills are required to effectively articulate the value of Carta’s offerings.

About the job

The Company You’ll Join

Carta connects founders, investors, and limited partners through premium software tailored for all participants in venture capital, private equity, and private credit. With over 65,000 companies across more than 160 countries trusting our platform, Carta’s suite of software and services empowers you to build, invest, and scale with confidence.

Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Designed to enhance the strategic capabilities of fund CFOs, Carta has been recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work for its innovative approach to private market infrastructure.

At Carta, we are on a mission to create the comprehensive ERP platform for private markets, addressing the limitations of traditional ERP solutions that fall short for Private Funds. Our software is engineered to modernize private capital markets, making them operate more like public markets—with a fully integrated ERP solution for private capital.

To learn more about our culture and workplace, visit our Carta careers page.

The Team You’ll Work With

We are seeking skilled sales professionals to join our Private Equity Fund Administration team. Our clientele primarily consists of Private Equity, Private Credit, and Real Estate Funds. Carta’s platform empowers these clients to manage and track their portfolios while effectively engaging with their investors.

As a part of the Fund Admin sales team, you will introduce premier clients to our extensive range of offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portals, valuations, and data collection. These services also encompass consultative access to our team of Carta fund administration accountants, who assist with fund reporting requirements. Our technology-forward investor portal benefits both fund GPs/Admins and their investors/LPs.

Additionally, you will collaborate closely with new Private Equity funds as they establish their operations, advising them on best practices and referring them to essential vendors, including fund formation attorneys and audit professionals.

The Problems You’ll Solve

  • Communicate the business impact of our product offerings to key decision-makers.
  • Demonstrate the ability to influence through persuasion, negotiation, and consensus-building to identify solutions.

About Carta

Carta is a leading technology company that bridges the gap between founders, investors, and limited partners, providing innovative software solutions for venture capital, private equity, and private credit. Our commitment to transforming private market infrastructure has positioned us as a trusted partner for over 65,000 companies globally.

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