Senior Account Executive, Private Equity, Fund Administration
Core
Senior Account Executive driving revenue for Private Equity Fund Administration services, including portfolio management, reporting, and investor portals.
Role type
Senior Account Executive (Private Equity Fund Administration)
Builds
Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection services
Domain
Private Capital / Financial Services
Deliverable
client delivery
Required skills
Fund Administration sales, pipeline management, large contract closing, negotiation, consultative selling, strategic outbound prospecting, full sales lifecycle ownership
Preferred skills
Venture capital or institutional investing experience, SaaS or financial services sales background
Technologies
Carta platform (Fund Administration, portfolio management, reporting, investor portal)
Responsibilities
Introduce top-tier PE/Real Estate clients to product offerings; advise new PE funds on formation best practices; own sales cycles up to 12 months; drive revenue via strategic outbound prospecting; build industry network; participate in industry events
Seniority
Senior, hands-on IC