The Team You’ll Work With

The Sales Development Representative teams are the driving force of Carta’s upward trajectory. For this role, you’ll directly support private equity pipeline development by sourcing qualified leads within the PE sector. 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.

The Problems You’ll Solve 

• Seek out and qualify leads across PE backed companies 
• Become an expert on Carta’s core product suit and fundamental private equity principles
• 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 Finance leaders in the private equity space

About You

• High degree of personal accountability with relentless pursuit of continuous improvement
• 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 Private Equity and the operations of a portfolio company
• Excellent time management skills and attention to detail
• Previous experience in finance or private equity and/or 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

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:

• $98,330 OTE in San Francisco, CA 

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