Strategic Account Executive, Private Equity

requirements and act as a trusted business advisor Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities Drive revenue through strategic outbound prospecting Own the entire sales lifecycle, from lead generation to close Working with Delivery and R&D teams to devise the optimum operating model for prospects Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term Supporting the Business Development team at industry events, conferences, and seminars (as required) About You Bachelor's degree 8+ years of sales experience Minimum 5 years selling into Private Equity funds at a Fund Administrator (or Fund Administration adjacent company) You have experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.) as well as within the General Partner / Limited Partner / PortCo communities. In-depth understanding of fund structures (Private Equity, Venture Capital, or Private Credit) 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 Growth mindset Nice-to-Haves Experience in venture capital, private equity, institutional investing, wealth management, or high growth fintech Relevant sales experience in a SaaS or financial services organization Even if you don’t have all of the

qualifications we’ve listed, please apply if you believe you could be impactful in this role! 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]. Create a Job Alert Interested in building your career at Carta? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill with MyGreenhouse First Name * Last Name * Email * Phone Country * Phone * Location (City) Locate me Resume/CV * Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you currently eligible to work in the country where this position is located for any employer? * Select... Do you now or in the future require visa sponsorship to continue working in the country where this position is located? * Select... LinkedIn Profile * Website Have you worked for Carta at any other time previously? * Select... We work on a hybrid schedule where we come into office 3x/week and work remotely the remaining 2 days. In office schedules are set by location and team. Please confirm you can work in person at the location(s) of the job listed above per this schedule. * Select... Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to

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