Sales Development Representative

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000 companies in 160 countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000 funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

For more information about our offices and culture, check out our Carta careers page.

The Problems You’ll Solve

• Build pipeline through self-sourced efforts and working strategically with Account Executives
• Become an expert on Carta’s varying products and services
• Maintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in Carta
• Work with cross-functional teams to ensure top of funnel acquisition
• By supporting the SDR teams you will help drive the overall company pipeline
• Provide timely and accurate front-line support for all prospective customers interested in Carta
• Engage with prospective customers real-time via phone or zoom
• Execute cold outreach campaigns leveraging a "customer first" approach to investors and finance leaders in the venture and private equity space, as well as private corporations
  
  

The Team You’ll Work With

The Sales Development Representative Teams are the driving force of Carta’s upward trajectory. Our SDRs work with the Director of Sales Development on marketing related projects, territory research, prospect targeting, reporting, and webinar maximization strategy. We pride ourselves on investing in our team and promoting from within. All SDRs receive training on Carta software, private market finance, and equity administration along with ongoing training in consultative sales, client management, negotiation and sales operations.

About You

• Grit - Ambitious, driven, and fearless in the face of rejection
• Coachability - Tremendous desire to learn about FinTech and constantly improve in a “no-egos” environment
• Emotional Intelligence - Ability to read emotional cues, understand a customer’s needs, and navigate a meaningful conversation and provide meaningful solutions
• Customer-Facing Experience - Experience working in a high volume customer-facing role
• An Interest in Venture Capital / FinTech - If learning about how investors find the next unicorn to invest in, you’re in the right place
• Excellent time management skills and attention to detail
• Track record of success in a lead generation role is a plus
• Ability to break down and effectively communicate complex topics
• Experience managing spreadsheets on Excel, Google Sheets, or similar productivity software tooling
  
  

Preferred

• SaaS and software sales experience
• Passion for or previous experience in Finance
  
  

Salary

Benefits

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and for applicable roles, commissions plans. Our expected cash compensation (salary commission if applicable) range for this role starts at:

• $88,000 OTE - $94,000 OTE in San Francisco, CA
  
  

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Disclosures

• 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.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• 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.