Strategic Account Executive, Private Equity in London

Strategic Account Executive, Private Equity in London

London Full-Time 80000 - 100000 £ / year (est.) Home office (partial)
Carta Healthcare

At a Glance

  • Tasks: Drive sales and build relationships with Private Equity clients using innovative software solutions.
  • Company: Join Carta, a leading tech company transforming private market infrastructure.
  • Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
  • Other info: Dynamic work environment with a focus on collaboration and innovation.
  • Why this job: Be part of a team shaping the future of private equity with cutting-edge technology.
  • Qualifications: 8+ years in sales, preferably in Private Equity or Fund Administration.

The predicted salary is between 80000 - 100000 £ per year.

The Company You’ll Join

Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

The Team You’ll Work With

We're looking for talented salespeople to join our Private Equity team, focused on selling fund administration. Our customers are primarily Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Private Equity sales team, you’ll introduce top tier clients to our wide range of (Carta built) product offerings, including Fund Administration (via Carta’s event based accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. Carta has developed an equity ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

The Problems You’ll Solve

  • Communicate the business impact of our full product offerings to key decision makers
  • Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
  • Own sales cycles that could be up to 12+ months
  • Understand customer needs and requirements and act as a trusted business advisor
  • Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
  • Drive revenue through strategic outbound prospecting
  • Own the entire sales lifecycle, from lead generation to close
  • Working with Delivery and R&D teams to devise the optimum operating model for prospects
  • Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
  • Supporting the Business Development team at industry events, conferences, and seminars (as required)

About You

  • Bachelor's degree
  • 8+ years of sales experience
  • Minimum 5 years selling into Private Equity funds at a Fund Administrator (or Fund Administration adjacent company)
  • You have experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.) as well as within the General Partner / Limited Partner / PortCo communities.
  • In‑depth understanding of fund structures (Private Equity, Venture Capital, or Private Credit)
  • 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
  • Growth mindset

Nice-to-Haves

  • Experience in venture capital, private equity, institutional investing, wealth management, or high growth fintech
  • Relevant sales experience in a SaaS or financial services organization

Even if you don’t have all of the qualifications we’ve listed, please apply if you believe you could be impactful in this role!

Disclosures

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.

Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to

Strategic Account Executive, Private Equity in London employer: Carta Healthcare

At Carta, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture, where innovation meets collaboration. Our employees benefit from comprehensive growth opportunities, competitive compensation, and the chance to work with cutting-edge technology in the private equity sector. Located in a vibrant area, our team enjoys a supportive environment that encourages professional development and meaningful contributions to the future of private market infrastructure.

Carta Healthcare

Contact Details:

Carta Healthcare Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Strategic Account Executive, Private Equity in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Carta Healthcare. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Strategic Account Executive, Private Equity in London

Sales Experience
Private Equity Knowledge
Fund Administration Expertise
Negotiation Skills
Pipeline Management
Closing Large Contracts
Business Development

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Carta Healthcare.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Carta Healthcare's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Carta Healthcare

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Carta Healthcare.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Carta Healthcare will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Carta Healthcare employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.