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Sales Strategy Senior Associate

San Francisco, CA; New York, NY

The Company You’ll Join

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 Problems You'll Solve

As a Sales Strategy Senior Associate, you will play a pivotal role in driving scalable revenue growth by defining, optimizing, and executing foundational sales and GTM strategies for the Private Equity or Venture Capital business, critical focus areas for Carta.

Roles and responsibilities:

  • Drive insights to improve our sales strategies and accelerate revenue growth  (e.g., pricing execution, win/loss insights)
  • Play a key role in strategic planning: segmentation and coverage models, headcount planning, pipeline targets, compensation, and forecasting
  • Maintain pulse on external market (TAM/SAM and competitors) and derive implications for strategy
  • Support and enhance executive and business-unit reporting: help connect the dots across the organization
  • Partner with sales and marketing stakeholders to understand and drive improvements across KPIs

The Team You'll Work With

You’ll be joining our GTM Strategy team as a Sales Strategy Senior Associate supporting our Venture Capital or Private Equity business. This team is part of the broader Strategy & Business Operations team, partnering closely with business leaders across sales, marketing, product, and operations  to drive revenue, efficiency, and customer experience. 

About You

  • 4+ years of experience in sales strategy, business operations, investment banking, management consulting, high-growth SaaS, or other related field
  • Exposure to  private equity, venture capital, or fintech a plus
  • Robust analytical skill set with demonstrated experience driving sales insights across a modern data stack (e.g., Salesforce, Looker, Google Sheets)
  • Have a learning mindset and are  motivated to work collaboratively in a fast-paced culture
  • Superior problem solving, financial modeling, and presentation skills
  • Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations
  • In-depth understanding of overall business operations and excellent project management skills to drive strategy through execution
  • Interest in being part of a ‘startup within a startup’
  • Self-starter and ability to navigate ambiguity

At Carta, you’re not just an employee. You’re a builder who is creating  infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

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 cash compensation (salary + commission if applicable) range for this role is $127,500 - $150,000 in San Francisco and New York. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

 

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. 

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 domain.

 

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