The Team You’ll Work With

As the Director of Sales, Private Equity - Fund Admin sales team, you will be responsible for developing and executing strategic initiatives that drive growth across our suite of Fund Administration solutions to Private Equity, Private Credit, and Real Estate Funds. You will lead, mentor, and manage a high-performing team of sales professionals, guiding them in introducing top tier clients to our comprehensive product offerings—including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. 

In this leadership role, you will oversee consultative sales processes that highlight the value of our best-in-class fund administration platform and services team, tailored to meet clients’ evolving reporting needs. You’ll champion our technology, ensuring it meets the needs of both fund GPs/Admins and their investors/LPs, and you will have the opportunity to collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.

The Problems You’ll Solve 

The primary problem set to solve is simply growing new business in our Private Equity Investors sales motion (first derivative of month-over-month and year-over-year net new ARR growth).

• Lead, manage, and enable a team of ~10 Enterprise Account Executives to hit their quota and revenue targets while creating a world class customer experience and representing Carta in the Private Equity Firm ecosystem
• Driving holistic GTM motion where Marketing, Channel and Sales are all operating as one team, driving to a common goal of increasing ARR and market share
• Foster a culture of training and coaching in order to ramp new reps and continue building their sales acumen as well as Carta value knowledge
• Reinforce inputs and activity metrics that enable reps to successfully hit and exceed quota
• Partner with recruiting to continually build a bench of strong talent for the sales org
• Work cross-functionally with sales enablement to develop, implement, and refine new hire onboarding and improve ramp time
• Lead from the front: Participate in active deals to help drive towards closed won opportunities

About You

• You are experienced in the private markets landscape, especially Private Equity and Private Credit, as well as are a subject matter expert in Fund Administration
• You have a track record of not only leading a quota-carrying Sales team, but of exceeding quota yourself.
• You also have 10+ years of experience leading Sales or Business Development teams and managing across multiple business lines and sales cycles.
• 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 / Founder communities. 
• You are a strong communicator with presentation and networking skills, specifically experience meeting with C-level executives and decision makers. You understand the SaaS business model, and may even have experience working in and/or are passionate about the alternatives market ecosystem. 

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role starts at:

• $400,000 - $460,000 OTE in New York and San Francisco

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Team You’ll Work With

We're looking for talented salespeople to join our Private Equity team, focused on selling fund administration. Our customers are primarily Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Private Equity sales team, you’ll introduce top tier clients to our wide range of (Carta built) product offerings, including Fund Administration (via Carta’s event base accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. 

Carta offers a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs, as well as their portfolio companies with our cap table offering. Carta has developed an equity ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

The Problems You’ll Solve 

• Communicate the business impact of our full 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 that could  be  up to 12+ months
• Understand customer needs and 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

The Problems You’ll Solve

In just 5 years, Carta has become the largest Fund Administrator to VCs in the world, driven by our game changing approach to combining technology and services and our compelling network effects. We’re also experiencing strong momentum in adjacent sectors including Private Equity.  

This is a unique opportunity to grow your career within a company that is backed by some of the most sophisticated investors in the world. If you have knowledge of Fund Administration and are excited by the idea of bringing transformative change to a traditional industry, then we want to work with you! 

• Evangelize Carta’s unique value proposition to the Australian VC and PE markets 
• Map and communicate the business impact of our product offerings to key decision makers
• Identify and communicate effectively with Go-to-Market Leads new areas for business growth
• Understand customer needs and requirements and act as a trusted business advisor
• Drive revenue through strategic outbound prospecting 
• Own the entire sales lifecycle, from lead generation to close
• Develop a comprehensive go to market plan to prioritize and execute against the opportunity in Australia, in partnership with your cross functional leads. 

The Team You’ll Work With

Carta expanded to the Asia Pacific region in 2021 and we are building a world-class team to support the venture capital and private equity ecosystems. Most of our team is based in Singapore, with a small number of employees based around the region, including in Sydney. 

About You

• 4-10 years experience in a SaaS sales role 
• Experience building pipeline through high quality outbound prospecting 
• Strong interpersonal skills with in-person networking and long term relationship building with C-level executives and General Partners of VC/PE firms 
• Ability to translate technical financial/accounting software into business impact
• Managing a pipeline, and closing sizable deals
• Articulate, poised, and concise
• Flexible, adaptable, and resilient - Comfortable working in a high velocity startup environment
• Self-starter, humble, problem-solver and adaptable to change
• Candidate must be authorized to work in Australia without sponsorship

Nice to have:

• Sales or business development experience within Venture Capital, Private Equity or Private Credit sectors
• Understanding of the venture capital & private equity business model and inner workings
• Accounting background and familiarity with 

The Team You’ll Work With

We're looking for talented salespeople  to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds.  Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs.  We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE  funds as they navigate the process of forming a new fund.  That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.

The Problems You’ll Solve 

• Communicate the business impact of our 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 that could be up to 12 months
• Understand customer needs and 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
• Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
• Participate in industry events, conferences, and seminars

About You

• 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 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

Nice-to-Haves

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

Salary

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is: 

• $332,000 - $355,000 OTE

The Team You’ll Work With

We're looking for talented salespeople  to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds.  Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs.  We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE  funds as they navigate the process of forming a new fund.  That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.

The Problems You’ll Solve 

• Communicate the business impact of our 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 that could  be  up to 12 months
• Understand customer needs and 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
• Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
• Participate in industry events, conferences, and seminars

About You

• 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 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

Nice-to-Haves

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

Salary

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is: 

• $325,000 - $355,000 OTE

The Team You’ll Work With

You'll be joining the LP Portfolio Analytics team. This is a portfolio management and analytics tool designed for institutional LPs. The tool solves a critical problem by transforming unstructured fund documents into structured data and valuable insights, which empowers LPs to make better decisions. Our platform leverages the latest AI and machine learning technologies to provide valuable insights to alternative investors. We’re on a mission to revolutionize private markets and create a more sustainable and equitable future for all.

The Problems You’ll Solve

We are looking for a driven Enterprise Account Executive to expand our client base across the United States. The ideal candidate will be a proven dealmaker with a track record of selling complex data, analytics, or fintech solutions into institutional investors. 

• Drive new business acquisition in the US market with a focus on alternative investors across all segments; pension funds, insurers, funds of funds endowments, foundations, and secondary market players.
• Manage the full sales cycle from early stage discovery through to contract close.
• Develop and maintain relationships with senior stakeholders across pensions, endowments, insurance firms, fund of funds, sovereign wealth funds, and administrators.
• Identify and qualify opportunities through research, networking, and industry events.
• Work closely with marketing and SDR teams on lead generation campaigns into target segments and regions.
• Work closely with product and client success teams to ensure smooth onboarding and long-term client satisfaction.
• Maintain accurate pipeline management, forecasts, and reporting in CRM.
• Stay up to date on industry developments, client needs, and competitor offerings.

About You

A successful Account Executive in this role would likely have:

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus but not required).
• 8+ years of B2B enterprise sales experience, ideally in fintech, SaaS, data, or analytics solutions.
• Strong track record of quota attainment and new business development.
• Experience selling into institutional investors or financial services firms strongly preferred.
• Excellent communication, presentation, and negotiation skills.
• Entrepreneurial mindset, self-starter, and motivated to grow with a scaling business.
• Willingness to travel within the US (with emphasis on Chicago, San Francisco, and other key financial centers).