Account Executive, SMB
Core
Sell Carta's equity management and compliance platform to early-stage private companies (Series A and earlier) to help them streamline equity administration and unlock liquidity.
Role type
Individual contributor Account Executive (SMB)
Builds
Software platform for private capital equity management and compliance
Domain
Fintech / Private Capital / Startup ecosystem
Deliverable
Product features (sales contracts)
Required skills
Outbound prospecting, quota attainment, deal management, CRM proficiency, AI prompt engineering, sales strategy development
Preferred skills
Startup ecosystem knowledge, cap table concepts, MEDDIC framework familiarity
Technologies
Salesforce, Terret, Outreach, Chorus, Pitchbook, Claude Code
Responsibilities
Develop comprehensive sales strategies to hit quota, manage fast-paced sales cycles to close 20–25 deals/month, prospect and qualify SMB clients, handle contract discussions and pricing, maintain CRM pipeline hygiene, leverage AI for prospecting, coaching, and admin automation
Seniority
Individual Contributor, early-career focus
