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Account Executive, PE Standard

San Francisco💼 Full-time💰 $205,000–$205,000🗓 2026-08-21 → 2026-09-26

Core

Account Executive driving net new revenue for Carta's Private Equity sales team by selling an ownership management platform and Advanced Scenario Modeling tool to PE firms and their portfolio companies.

Role type

Account Executive (Private Equity)

Builds

Carta's ownership management platform and Advanced Scenario Modeling tool for PE firms

Domain

Private Equity / Financial Services

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

quota-carrying sales experience, financial services or PE sales experience, solution-based selling, consultative selling, outbound prospecting, cross-functional collaboration, negotiation, M&A and private markets knowledge

Preferred skills

ability to act as a trusted business advisor to C-suite leaders, experience with complex PE waterfalls

Technologies

Carta ownership management platform, Advanced Scenario Modeling tool

Responsibilities

Own the entire sales lifecycle from lead generation to close, drive revenue through outbound prospecting into PE firms and portfolio companies, understand customer needs and act as a trusted business advisor to C-suite leaders, communicate business impact of product offerings to key decision makers, develop comprehensive sales strategies, own customer relationships and serve as their advocate, stay current on the PE industry and bring customer voice into product conversations

Seniority

Mid-Senior, quota-carrying IC

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