Sales Development Representative
The Company You’ll JoinCarta 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 SolveBuild pipeline through self-sourced efforts and working strategically with Account ExecutivesBecome an expert on Carta’s varying products and servicesMaintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in CartaWork with cross-functional teams to ensure top of funnel acquisition By supporting the SDR teams you will help drive the overall company pipelineProvide timely and accurate front-line support for all prospective customers interested in Carta Engage with prospective customers real-time via phone or zoomExecute cold outreach campaigns leveraging a "customer first" approach to investors and finance leaders in the venture and private equity space, as well as private corporationsThe Team You’ll Work WithThe 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 YouGrit - Ambitious, driven, and fearless in the face of rejectionCoachability - Tremendous desire to learn about FinTech and constantly improve in a “no-egos” environmentEmotional Intelligence - Ability to read emotional cues, understand a customer’s needs, and navigate a meaningful conversation and provide meaningful solutionsCustomer-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 placeExcellent time management skills and attention to detailTrack record of success in a lead generation role is a plusAbility to break down and effectively communicate complex topicsExperience managing spreadsheets on Excel, Google Sheets, or similar productivity software toolingPreferredSaaS and software sales experiencePassion for or previous experience in FinanceSalaryBenefitsCarta’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:$98,330 OTE in San Francisco, CAFinal offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.DisclosuresWe 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.