Carta
Senior Account Executive, Limited Partners
Carta, San Francisco, California, United States, 94199
Overview
Senior Account Executive, Limited Partners The Company You’ll Join: Carta connects founders, investors, and limited partners through software for venture capital, private equity and private credit. Carta’s platform is trusted by 65,000+ companies in 160+ countries. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management. Carta aims to create an end-to-end ERP platform for private markets and to replace outdated spreadsheets and fragmented service providers with a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. 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, transforming unstructured fund documents into structured data and insights using AI and machine learning. Responsibilities
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. Collaborate 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. Qualifications
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). Salary & Benefits
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 is: $325,000 OTE in San Francisco, CA. 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. 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 security@carta.com.
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Senior Account Executive, Limited Partners The Company You’ll Join: Carta connects founders, investors, and limited partners through software for venture capital, private equity and private credit. Carta’s platform is trusted by 65,000+ companies in 160+ countries. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management. Carta aims to create an end-to-end ERP platform for private markets and to replace outdated spreadsheets and fragmented service providers with a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. 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, transforming unstructured fund documents into structured data and insights using AI and machine learning. Responsibilities
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. Collaborate 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. Qualifications
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). Salary & Benefits
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 is: $325,000 OTE in San Francisco, CA. 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. 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 security@carta.com.
#J-18808-Ljbffr