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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 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
- 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
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.
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 [email protected].
Top Skills
What We Do
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management 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 setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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