Account Executive, First Time Fund Manager

As an Account Executive at Carta focusing on First Time Fund Managers, your main responsibilities include supporting prospective clients as they launch their first funds, managing the entire sales lifecycle from lead generation to close, and communicating the business impact of our offerings. You will also develop and execute a thorough sales strategy to meet both short and long-term goals while introducing clients to Carta’s diverse range of product offerings.

To apply for the Account Executive role at Carta, you should have a Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. Relevant sales experience in Financial Technology or SaaS organizations is preferred, along with proven negotiation and closing skills. An intellectual curiosity and strong communication skills are essential to succeed in this position.

Carta supports First Time Fund Managers by empowering Account Executives to act as trusted advisors, addressing customer needs directly while demonstrating how our technology solutions streamline fund management. This relationship helps emerging managers navigate the complexities of launching funds, ensuring they understand and leverage our tools for optimal success.

The sales process for an Account Executive at Carta encompasses lead generation, relationship building, needs assessment, and closing deals. You will engage with clients throughout their journey and present the business impact of our products, tailoring solutions to meet individual client requirements while driving value for their businesses.

The company culture at Carta is collaborative and innovative, fostering an environment where Account Executives can thrive while supporting First Time Fund Managers. You'll be part of a motivated team dedicated to offering unparalleled client support, sharing valuable insights, and driving operational efficiency while having the opportunity to develop personally and professionally.

In approaching the sales lifecycle, I focus on understanding the client’s needs from the very beginning. I build rapport during initial calls, assess pain points through conversations, and tailor my sales strategy accordingly. Additionally, I ensure to follow up diligently and close with clear communication, always aiming for transparency and a win-win outcome.

Certainly! One challenging sale involved a skeptical client hesitant to invest in a new technology. I took the time to build trust through informative sessions, addressing their concerns, demonstrating the product's value, and eventually guiding them toward a resolution. This not only closed the deal but also established a strong lasting relationship.

I utilize a multi-faceted approach for lead generation, leveraging social media platforms, industry conferences, and networking. Additionally, I engage in content marketing strategies, sharing insights and resources relevant to prospective clients to attract interest organically.

I prioritize my sales leads based on their potential value and readiness to engage. I assess factors such as their timeline, budget, and alignment with our offerings to determine what leads to focus on initially, ensuring I allocate my resources effectively for maximum impact.

I have extensive experience negotiating contracts, where I ensure to maintain a balance between meeting client needs and protecting company interests. I focus on open dialogue, understanding stakeholder perspectives, and fostering collaboration to arrive at mutually beneficial terms.

I regularly read industry publications, attend webinars, and participate in networking events to stay informed about trends in fund management. Additionally, I follow thought leaders on social media and engage with communities that discuss innovations in financial technology.

When handling client objections, I listen closely to their concerns to validate their feelings. I empathize with their perspective and respond with data-driven insights to counter objections, guiding them to see the value in our solutions and moving forward confidently.

In a sales role, I stay motivated by the challenge and excitement of helping clients find the right solutions. Additionally, setting personal goals and achieving them, along with the recognition and impact I can make in the financial landscape, drives my passion.

Absolutely! In a previous role, collaborating with the marketing team helped refine our messaging, resulting in a more compelling value proposition. This synergy boosted our outreach effectiveness and led to a significant increase in qualified leads and ultimately closed deals.

When dealing with a difficult client, I’d approach the situation with empathy, actively listen to their issues, and strive to understand their perspective. I’d remain patient and professional, providing tailored solutions that address their concerns and help build a better rapport moving forward.