Growth Account Executive, Fund Administration

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. 

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally. 

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Growth Account Executive, Fund Administration you’ll work to: 

• Focus on growth of Carta customers
• Identify and close upsell opportunities for additional capabilities that create leverage for our customers’ operations
• Leverage technology to proactively engage with customers at scale regarding Carta’s value 
• Negotiate win-win renewal outcomes for the customer and Carta
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
• Collaborate on customer issues and assist on resolution
• Engage customers to act as a reference
• Make Carta users love Carta by proactively offering advice on best practices and creative product solutions
• Proactively identify areas where customers can further engage with the Carta product

The Team You'll Work With

You’ll be joining our Growth Account Executive, Fund Administration team.

We’re looking for exceptional Growth Account Executives to own and grow portfolios of existing customers. This includes upselling existing products, cross-selling additional features, and ensuring that existing contracts are aligned with current pricing standards. 

As a Growth AE, you will play a critical business role at Carta. You will work with your customers to understand their business plans and propose additional features which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, marketing and support to drive expansion of our current relationships. 

About You

• 4+ years of experience supporting financial practices or financial software solutions in a quota carrying sales function 
• Proven ability to build and manage customer account relationships in an existing or new sales role
• Consistently hit or exceed sales targets on a month over month, or quarter over quarter basis
• Proven ability to build and maintain a detailed and accurate pipeline of sales opportunities within a CRM tool. 
• Proven ability to establish and optimize operational processes related to customer account management
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and prioritization skills
• Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer expansion and proven track record of delivering results
• Consistently demonstrate highly-professional interpersonal skills in a fast paced, dynamic environment
• A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
• Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to comple