Account Executive, Investor Services

Carta

San Francisco, CA, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 12/29/2020
  • Website: carta.com
  • Company Address: 190 Page Mill Road Suite 101, Palo Alto, CA, 94306

About Carta

We’re on a mission to create more owners. By building the global ownership management platform, we’re changing how companies, investors, law firms, and employees manage equity.

Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works.

Job Description

The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

To learn more, here is what one of our investors wrote about leading our Series F. 

The Team You’ll Work With

We're looking for talented Account Executives to join our Investor Services team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
 
As an Investor Services Account Executive, you’ll introduce top tier clients to our wide range of product offerings, including custodial services, 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 quarterly reporting needs.  We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.
 
You will also work closely with new venture capital 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 tax professionals.

The Problems You’ll Solve 

  • Communicate the business impact of our product offerings to key decision makers
  • Demonstrating ability to manage influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
  • 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 sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term

About You

  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field
  • Experience in account executive experience, especially enterprise
  • Relevant sales experience, preferably in a SaaS organization
  • Experience managing a pipeline and closing large contracts
  • Proven ability to execute, especially negotiation and closing
  • 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

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.