At a Glance
- Tasks: Drive sales by introducing top-tier clients to our innovative fund administration solutions.
- Company: Join Carta, a leader in transforming accounting for venture capital and private equity firms.
- Benefits: Enjoy competitive pay, flexible work options, and a vibrant company culture.
- Why this job: Be part of a dynamic team shaping the future of fund management with cutting-edge technology.
- Qualifications: 10+ years in sales, preferably in SaaS or financial services; a degree in Business or related field.
- Other info: We value diversity and provide accommodations for candidates with disabilities.
The predicted salary is between 54000 - 84000 £ per year.
The Company You’ll Join
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets.
Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. We’re looking for talented Senior Account Executive to join our Venture Capital and Private Equity SPV & Fund Administration team. Our customers are primarily venture capital and private equity firms, family offices, and funds of funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a Senior Account Executive, you’ll introduce top tier clients to our wide range of product offerings, including Tactyc portfolio construction tool, SPV and Fund Administration, 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 and established 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
- Demonstrate ability to 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
- 10+ years of account executive experience; enterprise sales a plus
- Relevant sales experience, preferably in a SaaS or financial services organisation
- Experience in venture capital, private equity, institutional investing, or wealth management preferred
- Experience managing a pipeline and closing large contracts
- Proven ability to execute, especially negotiation and closing
- Intellectually curious, fast learner
- Articulate, poised, and concise
- Flexible and resilient
- Competitive and driven to achieve goals
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Sr Account Executive, Fund Administration London, England employer: Carta, Inc.
Contact Detail:
Carta, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr Account Executive, Fund Administration London, England
✨Tip Number 1
Familiarise yourself with Carta's product offerings and how they specifically benefit venture capital and private equity firms. Understanding the nuances of their platform will allow you to speak confidently about how you can help potential clients.
✨Tip Number 2
Network within the venture capital and private equity communities. Attend industry events or webinars where you can meet decision-makers and discuss their needs, positioning yourself as a knowledgeable resource.
✨Tip Number 3
Prepare to demonstrate your consultative selling skills. Think of examples from your past experiences where you've successfully identified client needs and provided tailored solutions, as this will be crucial in your role.
✨Tip Number 4
Stay updated on trends in fund administration and the broader financial services landscape. This knowledge will not only enhance your credibility but also enable you to engage in meaningful conversations with potential clients.
We think you need these skills to ace Sr Account Executive, Fund Administration London, England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management, particularly in SaaS or financial services. Emphasise your achievements in sales and any experience with venture capital or private equity.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Carta's products and how they can benefit potential clients. Use specific examples from your past experiences to demonstrate your ability to drive revenue and manage client relationships.
Highlight Key Skills: In your application, focus on skills such as negotiation, persuasion, and strategic planning. Mention any experience you have with managing large contracts and your approach to building long-term client relationships.
Showcase Your Industry Knowledge: Demonstrate your knowledge of the venture capital and private equity landscape. Discuss trends or challenges in the industry and how you can help clients navigate these issues using Carta's platform.
How to prepare for a job interview at Carta, Inc.
✨Understand Carta's Products
Before the interview, make sure you have a solid understanding of Carta's product offerings, especially those related to fund administration and venture capital. Familiarise yourself with how these products can benefit potential clients and be ready to discuss them in detail.
✨Demonstrate Your Sales Experience
Be prepared to share specific examples from your past experiences that highlight your success in enterprise sales, particularly in SaaS or financial services. Discuss how you've managed pipelines and closed large contracts, as this will showcase your ability to drive revenue.
✨Showcase Your Consultative Selling Skills
Since the role involves acting as a trusted business advisor, practice articulating how you would approach understanding customer needs. Prepare to discuss how you would build relationships and influence key decision-makers through persuasion and negotiation.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to navigate complex sales situations. Think about challenges you've faced in previous roles and how you overcame them, particularly in relation to fund management and client interactions.