Account Executive, PE Standard

    Carta

    🇺🇸 San Francisco, CA, New York City, New York
    SaaS
    Base + Commission
    See your match score
    Posted Today
    Work Type

    On-site

    Vertical

    SaaS

    Source

    greenhouse

    About this role

    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.

    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 strateg

    Selling Motion

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Territory

    Greenfield

    Build territory from scratch — net-new logos

    Typical Day — Account Executive

    Stakeholder meetings3–5/week
    Executive presentations2–3/week
    Business cases & RFPs1–2/week
    Forecast & pipeline2×/week
    Champion coachingDaily

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Equity/Stock Options

    Ownership stake offered

    SaaS — Interview Intel

    Typical Sales Cycle

    30–90 days (SMB) · 3–9 months (Mid-Market) · 6–18 months (Enterprise)

    Common Buyer Objections

    • "We're locked into a contract with [competitor]"
    • "We built something in-house already"
    • "We don't have budget until next quarter"
    • "Our team won't adopt another tool"

    Key Industry Metrics

    ARR / MRRNet Revenue Retention (NRR)CAC Payback PeriodLogo Churn vs Revenue ChurnACV (Avg Contract Value)Magic Number

    Hot Topics to Reference

    • • AI-native product disruption
    • • PLG vs sales-led motion debate
    • • Vertical SaaS consolidation
    • • Usage-based pricing models

    Use these insights to speak the buyer's language in interviews.

    Tags

    Account Executive
    —

    Walk me through your discovery process.

    Template question
    —

    How do you handle a prospect who goes silent mid-deal?

    Template question
    —

    Tell me about your largest closed deal and the sales cycle.

    Template question
    —

    How do you build business cases for stakeholders?

    Template question
    —

    Describe a deal you lost and what you learned.

    Template question
    Research Carta's product, recent news, and key competitors
    Prepare metrics: quota attainment %, average deal size, win rate
    Practice a 2-minute product demo pitch for a mock discovery call
    Research typical OTE splits for this role level and negotiate accordingly
    Review the job description and map your experience to each requirement
    Role Insights

    As an Account Executive with Carta, you'll own the entire revenue pipeline and be measured on quota attainment.

    Expect to work with recurring revenue models where customer retention is as important as acquisition.

    The US market offers the highest OTE potential globally for sales professionals, with a highly competitive talent landscape.

    Are you a closer?

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