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Senior Account Executive, Private Equity, Fund Administration

332k – 355kSan Francisco, CAAccount ExecutiveOnsite5+ YOE
Summary

Sells Carta's Fund Administration platform to Private Equity, Private Credit, and Real Estate funds, owning full sales cycles from prospecting to closing large deals. Requires 5-10+ years of fund admin sales experience and deep knowledge of fund structures.

About the role

Responsibilities

  • Communicate the business impact of product offerings to key decision makers
  • Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
  • Own sales cycles up to 12 months
  • Understand customer needs and act as trusted business advisor
  • Build and expand industry network to enhance visibility and create opportunities
  • Drive revenue through strategic outbound prospecting
  • Own entire sales lifecycle from lead generation to close
  • Develop comprehensive sales strategy and plan for consistent goal achievement
  • Participate in industry events, conferences, and seminars

Requirements

  • Bachelor's degree 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 pipeline and closing large contracts
  • Proven negotiation and closing abilities
  • Intellectually curious, fast learner
  • Articulate, poised, and concise
  • Flexible and resilient
  • Competitive and driven

Nice-to-Haves

  • Experience in venture capital, private equity, institutional investing, or wealth management
  • Relevant sales experience in SaaS or financial services organization

Compensation

  • OTE range: $332,000 - $355,000 (includes market competitive salary, equity, benefits, and commissions)
Skills
Fund AdministrationPrivate EquitySaaS SalesSalesforcePortfolio ManagementInvestor ManagementFinancial ReportingNegotiationOutbound ProspectingPipeline Management
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