Senior Account Executive, Private Equity, Fund Administration
cartaBrooklyn, NY
Senior Account Executive, Private Equity, Fund Administration
L5
cartaBrooklyn, NYtoday
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelFinancial Specialists, All OtherInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesOverview:
Join Carta’s Private Equity Fund Administration sales team to bring fund administration, portfolio management, reporting, and investor tools to private funds. You will articulate business impact to GPs, manage multi-quarter deals, and own end-to-end sales cycles in a fast-growing, tech-enabled platform supporting private markets. You’ll build your network across the industry, drive revenue through outbound prospecting, and guide funds through formation and vendor referrals. This role offers scope to shape the fund CFO software category and work with cross-functional teams to scale client success. Compensation / Benefits market competitive salary equity exceptional benefits commissions plans
Responsibilities:
Communicate the business impact of our product offerings to key decision makers Own sales cycles up to 12 months and drive revenue Manage the entire sales lifecycle from lead generation to close Develop a comprehensive sales strategy and plan to achieve goals Build and expand an industry network to create new opportunities Participate in industry events, conferences, and seminars Understand customer needs and act as a trusted business advisor Collaborate with internal teams including fund administration accountants and vendor partners
Key requirements:
Bachelor in Business, Finance, Accounting, Economics, or related field 5 - 10+ years of Fund Administration sales experience In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate) 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 Intellectually curious Articulate and concise Flexible and resilient SaaS sales experience Financial services domain knowledge Fund administration knowledge
Apply now (opens in a new tab)
Level
SeniorL5
Location
Brooklyn, NY
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
today
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