External opportunity
Senior Account Executive, Private Equity, Fund Administration
Added 4 Nov 2026 · Sales
Job description
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The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
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
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.
Pay, skills & work eligibility
Compensation
A clear compensation amount was not identified. Ask the employer for the range, currency, pay period and whether it covers base pay or total compensation.
Location, eligibility & working hours
- Listed work location
- San Francisco, CA / New York, New York, United States / San Francisco, California, United States
- Visa sponsorship
- Not stated clearly
- Relocation support
- Not stated clearly
- Working hours / time zone
- Not stated clearly
- Work authorization wording
- Carta uses E-Verify in the United States for employment authorization.
Remote does not automatically mean work from any country. A location match does not confirm work authorization, sponsorship or relocation eligibility.