CartaAccount Executive

Senior Account Executive, Private Equity, Fund Administration

San Francisco, CAFull-timeSenior$332,000 – $355,000
Posted Aug 3, 2026Deadline: Keep Open
Job SnapshotActively hiring
LocationSan Francisco, CA
Job typeFull-time
Salary$332,000 – $355,000
DeadlineKeep Open

Finjobsly Role Intelligence

Experience level
Senior
Work style
Not specified
Visa sponsorship
Not specified
Salary
$332,000 – $355,000
Key skills
Fund AdministrationPrivate EquityPipeline ManagementNegotiationClosingConsultative SellingSaaS SalesInvestor RelationsPortfolio ManagementReporting & AnalyticsBusiness Development

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Company insights

23

Happiness score

23/100

Based on 20 verified employee signals

Carta launches private-capital plugins for Anthropic’s Claude

Carta launched Claude plugins for fund administration, CRM, and cap-table customers, enabling reporting, modeling, data queries, and other workflows through Anthropic’s AI assistant.

July 2026From the webCarta

Carta acquires Avantia and launches Carta Law

Carta acquired AI-powered legal and compliance firm Avantia and launched Carta Law, integrating legal, compliance, and fund-administration workflows for private-market firms.

May 2026From the webCarta

Carta acquires ListAlpha to launch an AI-enabled CRM

Carta acquired ListAlpha and launched Carta CRM, connecting deal flow, limited-partner relationships, adviser networks, and fund-performance data within its private-capital ERP.

March 2026From the webCarta

Carta launches a 401(k) offering for high-growth companies

Carta launched Carta 401(k), combining Morgan Stanley’s institutional consulting services with Vestwell’s recordkeeping technology for private companies and their employees.

February 2026From the webNasdaq

AI Generated Insights

Finjobsly Intelligence— Generated from the employer's job description

What you'll own

Own the full sales cycle for private equity fund administration solutions, from lead generation and strategic prospecting to negotiation, closing large contracts, and ongoing client advisory.

What they're looking for

5‑10+ years of fund administration sales experience, deep knowledge of private equity/credit/real‑estate fund structures, strong pipeline management, and proven negotiation and closing skills.

Why this role matters

Driving revenue and expanding Carta’s visibility in the private capital market fuels the platform’s growth and supports fund managers with essential administration, reporting, and investor‑portal tools.

Fintech requirements

Funding stage
Public
Visa sponsorship: No

About this role

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

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

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, 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 reporting needs.  We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE  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 audit 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
  • 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
  • Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
  • Participate in industry events, conferences, and seminars

About You

  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field
  • 5 - 10+ years of Fund Administration sales experience
  • In-depth understanding  of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
  • 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

Nice-to-Haves

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

Salary

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is: 

  • $332,000 - $355,000 OTE

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 PrivacyCA 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 security@carta.com.

More about this role

About company

Required skills

Fund AdministrationPrivate EquityPipeline ManagementNegotiationClosingConsultative SellingSaaS SalesInvestor RelationsPortfolio ManagementReporting & AnalyticsBusiness Development