Sr. Account Executive, UpmarketNew

Carta - San Francisco, CA

Full-time - Senior

San Francisco, CA

5,001-10,000 employees

Health and Personal Care Retailers

About the position

The Sr. Account Executive for Upmarket at Carta is responsible for driving sales and managing relationships with top-tier clients, primarily in the venture capital and private equity sectors. This role involves introducing clients to Carta's comprehensive suite of fund administration services, advising new venture capital funds, and owning the entire sales lifecycle from lead generation to closing deals. The position requires a strategic approach to sales, with a focus on understanding customer needs and delivering impactful solutions.

Responsibilities

• 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 are 12-18 months
• 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

Requirements

• 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 organization
• 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

Benefits

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