At a Glance
- Tasks: Drive sales and build relationships in the private equity sector with innovative software solutions.
- Company: Join Carta, a leading tech company transforming private market infrastructure.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team shaping the future of private equity with cutting-edge technology.
- Qualifications: 8+ years of sales experience, especially in private equity fund administration.
- Other info: Collaborative environment with a focus on innovation and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
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.
We are 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 product offerings, including:
- Fund Administration (via Carta’s event base accounting general ledger)
- Digital KYC
- Portfolio management
- Reporting and analytics
- Investor management
- Investor portal
- Valuations
- 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 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
- Work 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
- Support the Business Development team at industry events, conferences, and seminars (as required)
About You:
- 8+ years of sales experience
- Minimum 5 years selling into Private Equity funds at a Fund Administrator (or Fund Administration adjacent company)
- Experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.)
- 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
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.
Strategic Account Executive, Private Equity employer: Carta
Contact Detail:
Carta Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Account Executive, Private Equity
✨Tip Number 1
Network like a pro! Get out there and connect with folks in the private equity scene. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with decision-makers, make sure to highlight your knowledge of fund structures and the private capital markets. Share insights and ask questions that demonstrate your understanding of their needs. This will position you as a trusted advisor they can rely on.
✨Tip Number 3
Be persistent but flexible. Sales cycles can be long, so don’t get discouraged if things take time. Keep following up, but also be ready to adapt your approach based on feedback. Show them you’re committed to finding the best solution for their needs.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us at Carta. Make sure to showcase your sales experience and any connections you have in the private equity world. Let’s make this happen together!
We think you need these skills to ace Strategic Account Executive, Private Equity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Strategic Account Executive. Highlight your experience in private equity and fund administration, and don’t forget to showcase any relevant sales achievements that align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private equity and how your skills can help Carta grow. Be specific about your past experiences and how they relate to the challenges we face.
Showcase Your Network: We love candidates who come with connections! If you have existing contacts in the private capital markets, mention them. It shows you’re already embedded in the industry and can hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at Carta.
How to prepare for a job interview at Carta
✨Know Your Product Inside Out
Before the interview, make sure you understand Carta's platform and its unique offerings. Familiarise yourself with how their software addresses the needs of Private Equity funds. This will help you articulate the business impact of the products during your conversation.
✨Leverage Your Network
Since connections in the private capital markets are crucial, think about your existing contacts. Be ready to discuss how you can leverage these relationships to enhance Carta's visibility and create new business opportunities. Mention specific examples where you've successfully built networks in the past.
✨Demonstrate Your Sales Strategy
Prepare to discuss your approach to managing a sales pipeline and closing large contracts. Share specific strategies you've used in previous roles, especially those that align with the long sales cycles typical in Private Equity. This shows you can own the entire sales lifecycle effectively.
✨Showcase Your Problem-Solving Skills
Be ready to discuss how you've acted as a trusted advisor to clients in the past. Think of examples where you've identified customer needs and provided tailored solutions. This will demonstrate your ability to influence decision-makers and drive revenue through strategic prospecting.