Senior Account Executive, Private Equity, Fund Administration
Core
Senior Account Executive driving revenue for Carta's Private Equity Fund Administration team by selling consultative access to fund administration services, portfolio management, and investor portals to PE, Private Credit, and Real Estate funds.
Role type
Senior Account Executive (Private Equity Fund Administration)
Builds
Fund administration, portfolio management, reporting, analytics, investor management, and investor portal solutions for private capital funds.
Domain
Private Equity, Private Credit, Real Estate, Fund Administration
Deliverable
client delivery
Required skills
Fund Administration sales, pipeline management, large contract closing, negotiation, strategic outbound prospecting, full sales lifecycle ownership, industry network building
Preferred skills
Venture capital or institutional investing experience, SaaS or financial services sales background
Technologies
Carta platform (Fund Administration, Portfolio Management, Investor Portal)
Responsibilities
Introduce top-tier clients to product offerings, advise new PE funds on formation best practices, own sales cycles up to 12 months, drive revenue through strategic prospecting, participate in industry events, develop comprehensive sales strategies
Seniority
Senior, hands-on IC