Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
As a Program Manager partnering with the Fund Administration Private Equity sales team, you will play a key role in supporting their upward trajectory. This group is focused on bringing Carta’s Fund Administration products and services to Private Equity, Private Credit, and Real Estate Funds.
We pride ourselves on investing in our team and promoting from within. You will receive comprehensive training on Carta software, private market finance, and PE operations along with ongoing training in consultative sales, client management, negotiation and sales operations.
The Problems You’ll Solve
- Provide strategic sales support to help manage the flow of deals, which includes owning administrative tasks such as sourcing pricing details, drafting proposals, and keeping the CRM to integrity
- Lead efforts in mapping key accounts and identifying buyer personas, providing the sales team with a clear understanding of decision-makers and influencers within target organizations
- Identify high-priority funds for prospecting and expansion using Carta’s data, relationships, and market insights, as well as analyze the existing BoB to identify growth opportunities
- Support the team by providing research on target prospects, helping them engage with potential new clients effectively
- Assist with sales call preparation by gathering Pitchbook data, providing detailed notes, and refining outreach strategies
- Track industry trends, funding news, and competitor updates by using sources like Crunchbase, Preqin, Axios, and Pitchbook
- Manage and optimize email campaigns to ensure timely, relevant messaging that is aligned with sales priorities
- Work with teams across the company, including marketing, product, and customer success, to ensure that the sales team has the resources and support needed to succeed
The Impact You’ll Have
You’ll ensure that deals move smoothly from negotiation to closure, helping the Private Equity Fund Administration sales team optimize revenue while maintaining the deal pipeline, and operational efficiency. The Program Manager brings together a strategic vision, operational expertise, and a focus on measurable outcomes, all of which help drive the sales team's success.
About You
- Strong problem solving skills
- Proven ability to execute in a fast paced, team environment with excellent time management
- A team-oriented professional who finds fulfillment in assisting sales representatives with closing deals and supporting teams in reaching their quotas
- Articulate, poised, and concise
- Customer-Facing Experience is a plus
- Track record of success in a lead generation role is a plus
- Experience in Fund Administration, Private Equity, Venture Capital, institutional investing, or wealth management is a plus
Salary
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum expected cash compensation (salary) range for this role is: $80,750 - $95,000 in New York and San Francisco. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors
Disclosures:
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We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
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Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.
Top Skills
What We Do
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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