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Senior Strategic Account Executive, Fund Administration

CartaSan Francisco, CA
On-site Full-time $332K/yr - $355K/yr

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Experience Level

Senior

Qualifications

QualificationsProven track record in sales, preferably within financial services or technology. Strong understanding of fund administration and private equity markets. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, dynamic environment. Demonstrated ability to build lasting relationships with clients.

About the job

The Company You’ll Join

Carta connects founders, investors, and limited partners with exceptional software, tailored specifically for professionals in venture capital, private equity, and private credit. Trusted by over 65,000 companies across more than 160 countries, Carta’s comprehensive 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 impact of fund CFOs, Carta is recognized by prestigious outlets such as Fortune, Forbes, Fast Company, Inc., and Great Places to Work as a leader in shaping the future of private market infrastructure.

At Carta, we are building the ultimate end-to-end ERP platform for private markets. Traditional ERP solutions are not suited for Private Funds, which need a holistic software solution to replace outdated spreadsheets and fragmented service providers. Our software transforms the landscape for the Office of the Fund CFO, creating a seamless ERP experience for private capital.

For more information about our offices and culture, 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 includes Private Equity, Private Credit, and Real Estate Funds. Carta’s platform enables these clients to efficiently track and manage portfolios while maintaining communication with their investors.

As part of the Fund Admin sales team, you will introduce leading clients to our extensive array of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. Our services encompass consultative access to our team of Carta fund administration accountants who support funds' reporting needs. Additionally, we provide a tech-forward investor portal tailored for both fund GPs/Admins and their investors/LPs.

You will collaborate closely with new PE funds as they navigate the intricacies of establishing a new fund, advising them on best practices and referring them to key vendors such as fund formation lawyers and audit professionals.

The Problems You’ll Solve

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

About Carta

Carta is at the forefront of connecting founders, investors, and limited partners through innovative software solutions designed specifically for the private equity and venture capital sectors. We empower organizations to manage their investments with confidence, ensuring a streamlined experience for all stakeholders.

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