Carta

Account Executive, SMB

New York City, New York · Full-time

Sponsorship not specified$20k-$25kDetected 27 days ago

WritingSalesforceCRMSalesAccount ManagementOutbound SalesERPRecruitingLeadershipCommunicationMentoring

About the role

Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Traditional ERP solutions don't work for Private Funds.
Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.

Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of quota.
Efficiently manage a fast-paced sales cycle to sustainably close 20-25 deals/contracts per month.
Prospect, qualify, and build a robust pipeline of potential SMB clients using a systematic, high-volume approach.
Handle contract discussions, proactively address objections, develop pricing proposals, and finalize sales agreements.
You take full responsibility for your outcomes, own your mistakes, and focus on driving solutions rather than blaming external factors like territory or market conditions.
Proactively utilizing AI to accelerate your own onboarding, run scenario simulations, unpack call outcomes, and receive tactical performance feedback.
Maintain clean, accurate records of interactions, deals, and progress within our CRM tools (Salesforce, Terret)..

We are looking for an individual contributor execution focus-previous mentoring or team scaling leadership is not required.

You will help them streamline their equity management, stay compliant, and unlock liquidity in the private markets, setting them up for long-term operational success.
You are genuinely interested in the startup/founder ecosystem and want to understand product-adjacent concepts like cap tables and equity.
You do not need to be a fintech or equity expert on day one!
Deep fintech knowledge and equity administration basics like Cap Tables, CTC, QSBS, and Equity Advisory..
Salary & Benefits
Carta's compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and highly rewarding commission plans.

You'll Work With
This role is on the SMB sales team within the Private Corporations business unit.
You will join a team of account executives to sell to our early-stage companies, typically Series A and earlier.
As an E3 Account Executive, your focus will be on individual execution, personal velocity, and hitting quota while scaling your career trajectory.
The Problems You'll Solve
The SMB segment has grown tremendously over the last 12 months.
We must continue winning early-stage companies and making them lifelong customers.
To do so, we need to capture companies at their incorporation and support them as their cap table needs change and their compliance requirements become more complex.
Some of the problems you'll help us solve are:
Consistent Quota Attainment: Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of quota.
High-Velocity Execution: Efficiently manage a fast-paced sales cycle to sustainably close 20-25 deals/contracts per month.
Outbound Prospecting: Prospect, qualify, and build a robust pipeline of potential SMB clients using a systematic, high-volume approach.
Deal Management: Handle contract discussions, proactively address objections, develop pricing proposals, and finalize sales agreements.
Customer Insights: Deeply understand customer needs and requirements, surfacing key findings back to the broader Carta team.

equal opportunity employer and are committed to providing a positive interview experience for every candidate.

This listing is sourced directly from Carta's careers page and normalized into a canonical job model.