PB✓
PBridge

About this role

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

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 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.

• Pipeline Hygiene: Maintain clean, accurate records of interactions, deals, and progress within our CRM tools (Salesforce, Terret)..

The Impact You'll Have

As an Account Executive at Carta, you'll introduce early-stage companies and venture-backed founders to our best-in-class software platform. You will help them streamline their equi

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