--- title: 'Account Executive, PE Standard at Carta' canonical: 'https://feeny.ai/job/account-executive-pe-standard-carta-san-francisco-ca-new-york-city-381hhmnex0ea' type: 'job' last_seen: '2026-09-13' --- # Account Executive, PE Standard at Carta - **Company:** Carta - **Location:** San Francisco CA New York City, NY - **Posted:** 2026-08-04 - **Last confirmed live:** 2026-09-13 - **Apply:** https://job-boards.greenhouse.io/carta/jobs/7824339003 ## Job description 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](https://carta.com/careers/). The Team You'll Work With This role is on the Private Equity sales team, working to strategically grow Carta's presence into private equity. The team works with both investment firms and their portfolio companies. Carta has developed an ownership management platform exclusively for Private Equity Firms and their portfolio company management teams — including the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls. This empowers deal teams, valuations teams, and management teams to improve accuracy and time-to-insight for their most important strategic decisions. As an Account Executive, you'll join a cross-functional team to strategically navigate Private Equity Firms and their portfolio companies, evangelize the Carta value proposition, and drive net new revenue. The Problems You'll Solve Carta is transforming how private companies, their investors, and employees manage ownership and make strategic decisions. We have acquired substantial market share across industries, but managing ownership and modeling complex waterfall distributions remains a critical challenge for private companies across sectors — notably in the private equity industry. - Own the entire sales lifecycle, from lead generation to close - Drive revenue through outbound prospecting into private equity firms and PE-backed portfolio companies - Understand customer needs and requirements; act as a trusted business advisor to C-suite leaders and private equity investors - Communicate the business impact of Carta's product offerings to key decision makers - Develop a comprehensive sales strategy that ensures consistent achievement of goals over the short and long term - Own customer relationships and serve as their advocate within Carta - Stay current on the PE industry and bring the customer's voice into product and strategy conversations The Impact You'll Have You will help propel Carta to the next level of growth by evangelizing our platform to one of the largest private asset classes in the world. You'll introduce new customers to our best-in-class software, helping them streamline equity management, stay compliant, and unlock liquidity in private markets. You'll work in a fast-paced, innovative environment — taking initiative, trying new strategies, and collaborating closely across teams to provide a best-in-class sales process. Always prospecting for new opportunities, you'll close new accounts while building relationships with some of Carta's most sophisticated partners in the private equity space. ## About You We're looking for ambitious, curious, and humble people to join our sales team. - 4–7+ years of experience in a quota-carrying sales role, with consistent achievement of quota - Experience selling into financial services or private equity firms, with the ability to speak their language and deeply understand pain points - Ability to build and execute a sales strategy using a solution-based selling approach - Experience with consultative selling techniques to uncover opportunities for evolving products and services - Strong communicator who works effectively cross-functionally and across all levels of an organization - Demonstrated ability to influence through persuasion, negotiation, and consensus-building - Proven track record of self-driven outbound prospecting and close collaboration with SDRs - Genuine interest in M&A, private equity, and private markets 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. - $205k OTE ($49.28/hour) - $235k OTE in New York City, NY and San Francisco, CA 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](https://www.e-verify.gov/about-e-verify/what-is-e-verify) and Department of Justice websites for more details. - For information on our data privacy policies, see [Privacy](https://carta.com/privacy/), [CA Candidate Privacy](https://carta.com/privacy/candidate/), and [Brazil Transparency Report](https://carta.com/legal/br/brazil-pay-transparency/). - 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. ## About Carta ## Company Overview - **One-liner**: Carta provides an intelligent platform that connects data, workflows, and people to power private capital operations, bringing together cutting-edge AI and expert human service. - **Entity Type**: Private (raised over $1.2B in total funding) - **Headquarters**: San Francisco, California, USA (333 Bush Street Suite 2300, San Francisco, CA 94104) - **Founded**: 2012 (as eShares, later renamed Carta) - **Founders**: Henry Ward and Manu Kumar ## Core Business - **Primary industry**: Private capital markets, equity management, fund administration, and valuation services. - **Target customers**: B2B – startups, private companies, venture capital firms, private equity funds, investors, and their stakeholders. - **Mission or purpose**: To make private markets as fast, automated, and connected as public markets, and to “create more owners” by expanding access to equity and ownership. ## Products & Services - **Carta Platform (Equity Management)**: SaaS for cap table management, equity issuance, employee stock plan administration, and stakeholder communication. - **Carta Fund Administration**: Back-office services for venture capital and private equity funds, including portfolio management, reporting, and compliance. - **Carta Valuations (409A)**: Subscription-based 409A valuation services for private companies. - **Carta Insights (via Tactyc acquisition)**: Strategic modeling, forecasting, and scenario planning tools for fund managers. - **Carta Liquidity (Secondary Market)**: Facilitation of secondary transactions for private company shares. - **Agentic Intelligence**: AI-powered monitoring, proactive orchestration, and process automation embedded across the platform. ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company) - **Key Metric**: $500M annual recurring revenue (ARR) crossed in 2025 - **Notable Investors/Partners**: Not disclosed in provided sources (Carta has raised over $1.2B from prominent investors, including Andreessen Horowitz, Lightspeed, and others – not listed in sourced materials) - **Growth Signals**: - 1.7M+ equity holders on the platform - 50,000+ companies served in 160+ countries - 9,000+ funds and SPVs on the platform - $4.5T+ total equity value on the platform - 85% of US unicorns use Carta cap table - 1,900+ employees across 15 global locations - Recent acquisitions: Vauban, Capdesk (UK equity management), Tactyc (forecasting) - Partnerships: NYSE (preferred listing venue), Morgan Stanley at Work (public equity management) ## Competitive Advantages - **Network effects**: The largest concentration of private company cap tables, fund data, and liquidity events creates a powerful data moat. - **End-to-end platform**: Covers equity management, fund administration, valuations, and secondary trading – reducing the need for multiple vendors. - **Agentic AI**: Deep integration of AI into workflows, leveraging proprietary data for accuracy and compliance. - **Regulatory compliance**: Built-in audit trails, tax reporting, and adherence to financial regulations (e.g., ADGM regulation in UAE). - **Global scale**: Operations in 15 locations, serving clients in 160+ countries, with a strong foothold in both the US and Europe. ## Strategic Focus - **Agentic ERP for private capital**: Transforming the platform into a unified enterprise resource planning system for the private markets. - **Global expansion**: Continued growth in Europe (via Capdesk and Vauban) and the Middle East (Abu Dhabi office). - **AI and automation**: Embedding context-aware agentic intelligence to boost productivity and accuracy for all users. - **Partnerships and liquidity**: Deepening ties with investment banks (Morgan Stanley, NYSE) to create seamless paths from private to public markets. - **Product innovation**: Building connectivity between investment firms, companies, and investors to streamline fundraising, ownership, and exits. ## Why Work Here - **Culture**: Carta emphasizes ownership, transparency, and problem-solving. Operating principles include “We act as owners,” “We play in the open,” and “We solve problems.” The company fosters an inclusive, unconventional builder mindset. - **Work model**: Hybrid/remote-friendly – Cartans live and work across the world; offices in San Francisco, Abu Dhabi, and other locations. - **Perks & benefits**: - Mental health coverage (8 coaching + 8 therapy sessions per year) - Minimum Time Off (MTO) – at least 3 paid weeks off per year, with unlimited additional PTO/sick days - Fertility coverage and 100% paid parental leave (12 weeks bonding, up to 22 weeks for birthing parent) - 401k matching (50% up to $5,000/year) - Full book reimbursement (no yearly cap) - Carta Business School – intensive leadership development - Quarterly hackathons, weekly Show & Tell, and Friday all-hands Town Halls - Full access to Claude tool suite and company-wide AI training - **Engineering culture**: Emphasis on building the next generation of financial infrastructure, with high autonomy and a strong sense of mission. ## Sources 1. [carta.com](https://carta.com/) 2. [carta.com/careers](https://carta.com/careers/) 3. [carta.com/careers/life-at-carta](https://carta.com/careers/life-at-carta/) 4. [carta.com/uk/en/about](https://carta.com/uk/en/about/) 5. 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