On-site
SaaS
arbeitnow
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
We're looking for talented salespeople to join our Investors team, focused on selling fund administration. Our customers are primarily Venture Capital, Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a member of the Investors sales team, you’ll introduce top tier clients to our wide range of (Carta built) product offerings, including Fund Administration (via Carta’s event base accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, data collection, and CRM.
Carta offers a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs, as well as their portfolio companies with our cap table offering. Carta has developed an equity ownership management platform exclusively
Selling Motion
Buyer Persona
Manager-Level
Departmental buyers and team leads
Requirements at a Glance
Typical Day — Account Executive
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
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
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
Walk me through your discovery process.
Template questionHow do you handle a prospect who goes silent mid-deal?
Template questionTell me about your largest closed deal and the sales cycle.
Template questionHow do you build business cases for stakeholders?
Template questionDescribe a deal you lost and what you learned.
Template questionAccount Executives are the revenue engine of any sales organization — this role will require strong pipeline management and closing skills.
Top SaaS reps often earn significant upside through accelerators once quota is exceeded.
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