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Leads customer marketing strategy and execution for Carta’s Cap Table business, focusing on upsell, cross-sell, retention, and product adoption. Designs multi-channel campaigns across email, in-product experiences, events, paid social, and outbound marketing. Uses customer insights, data, AI, ABM, personalization, and automation to identify expansion opportunities, improve targeting, and scale campaign execution. Partners cross-functionally with Product, Sales, Customer Success, Lifecycle, Marketing Operations, Engineering, and Product Marketing.

Leads product marketing and go-to-market enablement for private-market finance products. Develops sales assets, segment messaging, outbound strategies, campaigns, launch plans, and customer expansion plays. Partners with Sales, Marketing, Creative, Enablement, Operations, and Product teams to improve pipeline, support launches, analyze performance, gather customer feedback, and influence the product roadmap. Represents Carta at customer events, internal kickoffs, and industry conferences.

Manage the full lifecycle of inbound KYC requests, including intake, documentation review, validation, client communication, recordkeeping, and timely resolution. Apply global KYC, AML, and international regulatory requirements, monitor regulatory changes, maintain audit-ready records, and escalate issues appropriately. The role operates in a high-volume, client-facing environment serving asset managers, private equity firms, and counterparties.

Provide day-to-day legal counsel for investment fund and asset manager clients, negotiating high volumes of pre-M&A contracts (NDAs, NRLs, joinders, engagement letters), maintaining client playbooks, mentoring junior lawyers and paralegals, and contributing to improvement of Carta's legal technology and AI-backed contract tools.

As a Senior Account Executive in Fund Administration, you will manage sales cycles, communicate business impacts, and drive revenue through strategic sales strategies.

Support Transactional KYC and compliance reviews for private equity deals: analyze transaction and ownership structures, gather documentation, perform AML/CTF risk assessments, liaise with deal, legal, and compliance teams, and flag regulatory or reputational issues to keep transactions compliant and on schedule.

The Senior Strategic Account Executive will drive sales in Fund Administration, engage with clients, and manage long sales cycles, advising on fund structures and closing contracts.