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Carta is a connected platform and AI-native ecosystem for private capital, serving 55,000 companies and 1.8M+ equity holders across 160+ countries. The company provides software, services, and legal infrastructure for founders managing equity, fund managers running administration and reporting, and legal teams closing transactions.
You will join the Investors sales team, focused on selling fund administration solutions to venture capital, private equity, and private credit funds. Your role is to introduce top-tier clients to Carta's comprehensive product suite, including fund administration (event-based accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, data collection, and CRM. You'll also present the equity ownership management platform and Advanced Scenario Modeling tool designed for private capital firms and their portfolio companies.
Key responsibilities include:
- Communicating business impact of product offerings to key decision makers
- Influencing through persuasion, negotiation, and consensus-building to identify and sell new opportunities
- Owning complex sales cycles lasting 12+ months
- Acting as a trusted business advisor, understanding customer needs and requirements
- Building and expanding networks across the private capital industry to enhance Carta's visibility
- Driving revenue through strategic outbound prospecting
- Managing the entire sales lifecycle from lead generation to close
- Collaborating with Delivery and R&D teams to devise optimal operating models for prospects
- Developing comprehensive sales strategies and plans for consistent goal achievement
- Supporting the Business Development team at industry events, conferences, and seminars
Requirements:
- Bachelor's degree
- 8+ years of sales experience
- Ideally at least 5 years selling into private capital funds at a Fund Administrator or Fund Administration adjacent company
- Experience with and existing contacts within the private capital markets community (lawyers, investors, bankers, accountants)
- Understanding of fund structures (Private Equity, Venture Capital, or Private Credit)
- Experience managing pipelines and closing large contracts
- Proven ability to execute, especially in negotiation and closing enterprise deals
- Intellectually curious and fast learner
- Articulate, poised, and concise communicator
- 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 SaaS or financial services organizations
