Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. You’ll be joining our GTM Strategy team as a GTM Strategy Senior Associate/Manager 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. As a GTM Strategy Senior Associate / Manager, 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). Lead strategic planning for your business unit: 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. Requirements: 4+ years of experience in sales strategy, business operations, investment banking, strategy consulting, high-growth SaaS, or other related field. Robust analytical skill set with demonstrated experience driving sales insights across a modern data stack (e.g., Salesforce, Google Sheets, Tableau, Power BI). Advanced technical proficiency in tools such as SQL and Excel; capable of transforming complex data into actionable insights. Exposure to private equity, venture capital, or fintech a plus. 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. 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.
