Unclassified - San Francisco, CA

posted about 1 month ago

Full-time - Mid Level
San Francisco, CA
10,001+ employees

About the position

As a Mid Market Account Executive focused on Portfolio Companies at Carta, you will play a pivotal role in transforming how private companies, their investors, and employees manage ownership. Carta is a platform that empowers individuals and organizations to manage equity, build businesses, and invest in the future. With a mission to unlock the power of equity ownership for a broader audience, Carta has established itself as a trusted partner for over 40,000 companies and more than two million individuals across nearly 160 countries. The company manages nearly three trillion dollars in equity globally, making it a significant player in the financial technology space. In this position, you will own the entire sales lifecycle, from lead generation to closing deals. Your primary focus will be on driving revenue through outbound prospecting into private equity-backed portfolio companies. You will collaborate with Sales Development Representatives (SDRs) and business development teams while also working independently to identify and engage potential clients. Understanding customer needs and acting as a trusted advisor to C-suite executives and private equity investors will be crucial to your success. You will communicate the business impact of Carta's product offerings to key decision-makers, ensuring they recognize the value of our solutions. You will be part of a small but dynamic team within the Private Equity sales unit, working strategically to expand Carta's presence beyond the traditional venture capital ecosystem into the broader private equity landscape. Your efforts will help propel Carta to new heights by introducing our best-in-class software platform to one of the largest private asset classes in the world. You will be responsible for building relationships with sophisticated partners in the private equity investment space, helping them streamline equity management, maintain compliance, and unlock liquidity in private markets. This role requires a proactive approach, a passion for understanding products in-depth, and the ability to communicate their value effectively in a fast-paced, innovative environment.

Responsibilities

  • Own the entire sales lifecycle, from lead generation to close.
  • Drive revenue through outbound prospecting into private equity backed portfolio companies.
  • Understand customer needs and requirements, acting as a trusted business advisor to C-suite and private equity investors.
  • Communicate the business impact of our product offerings to key decision makers.
  • Act as the customer's voice within Carta, particularly regarding M&A and the private equity industry.

Requirements

  • 2-5 years of experience in a quota carrying sales role.
  • A track record of success in selling SaaS subscriptions into net new accounts, demonstrated by consistent overachievement of quota.
  • Ability to build and execute a sales strategy using a solution approach to selling and creating value for customers.
  • Ability to utilize consultative selling techniques to uncover opportunities for evolving products/services.
  • Excellent communicator who can work cross-functionally and across all levels of the organization.
  • Successful track record of self-driven outbound prospecting and working closely with SDRs.
  • Excited by a challenge.

Benefits

  • Market competitive salary
  • Equity for all full-time roles
  • Exceptional benefits
  • Commission plans for applicable roles
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