---
title: 'Senior Account Executive, PE Strategic at Carta'
canonical: 'https://feeny.ai/job/senior-account-executive-pe-strategic-carta-san-francisco-ca-new-york-city-n9wvgdr868pn'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Account Executive, PE Strategic at Carta

- **Company:** Carta
- **Location:** San Francisco CA New York City, NY
- **Posted:** 2026-10-14
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/carta/jobs/8031297003

## 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

Carta has developed an ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

Over the past several years we’ve seen considerable success working with Private Equity-backed portfolio companies as well as working directly with Private Equity firms.  As an Enterprise Account Executive, you’ll join a cross-functional team to strategically navigate Private Equity Firms, evangelize the Carta value proposition and drive revenue directly with these Firm and their Portfolio Companies.

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 are 3-6 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
- Own relationships for Private Equity Firms and be their customer advocate

## About You

- Fluency in Private Equity deal team language and back office functions such as portfolio and valuations teams
- 7+ years of Enterprise account executive experience selling into the Private Equity, Investment Banking, or Alternative Assets space
- Experience selling to professionals from a Private Equity background and proven ability to speak their language
- Experience closing Enterprise deals
- Strategically navigate large and complex organizations with multiple stakeholders
- Proven ability to execute, especially negotiation and closing
- Flexible and resilient
- Interest in being part of a ‘startup within a startup’

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.

- $325k OTE in New York City, New York and San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. 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. [builtin.com](https://builtin.com/company/carta/faq/workplace-perception)

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