Director of Sales Strategy & Operations

San Francisco, CA
Finance – Strategic Finance
Carta is hiring a Director to lead the Sales Strategy & Operations team.

This is a key role at Carta, partnering directly with key leaders in Sales and Finance to support the explosive growth the company is experiencing and provide leadership on critical strategic, organizational and operational projects designed to increase revenue, sales productivity and operational efficiency. In this role, you’ll be part of a highly dynamic team supporting the growth of Carta and the creation of the future of private capital markets.


    • Analyze and determine insights from key business drivers, trends, and operating metrics by translating data into insights and action
    • Develop, report, and automate key performance metrics, reporting tools, and dashboards to help drive revenue and optimize sales efficiency
    • Manage end-to-end incentive compensation process including preparing plan, goal settings for multiple sales forces, regular updates on sales performance KPIs, payouts and reporting
    • Lead sales forecasting and planning processes
    • Improve efficiency for the sales organization by establishing processes, policies, change management protocol, business requirements, and data governance to ensure effective and scalable sales processes
    • Manage Salesforce Admin and provide direction on optimization & customization of the system to support key corporate initiatives


    • BA/BS in a quantitative or analytical major
    • 5+ years of Sales Operations experience at a fast growing technology company
    • Strong verbal and written communication skills
    • Working knowledge of sales systems and tools (e.g. Salesforce)
    • A proven ability to be a self-starter capable of driving business results without significant supervision and prioritize across multiple projects / deadlines
    • Ability to deal effectively with ambiguity and thrive in an unstructured, fast-moving environment


    • Start-up experience (preferably Technology and/or FinTech)
    • Understanding of B2B SaaS business model
    • Experience in management consulting or equivalent experience
Carta is creating the ownership network that maps the world's assets. Check out who we are and how we work here.

At Carta we want to create an environment for Carta's owners - you - to do your best work, by offering competitive benefits and perks:

We are committed to WELLNESS:
- Health, dental, vision, and life insurance
- Competitive PTO and unlimited sick time

We are committed to INVESTING IN YOUR FUTURE:
- 401k matching program

- Commuter benefits
- Catered lunch and unlimited snacks
- Cell phone stipend

We are committed to LIFELONG LEARNING:
- Unlimited reimbursement for work related books
- Fast paced work environment geared towards professional growth