Sales Development Representative - Private Equity
About The Position
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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
Requirements
- 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
- Ability to break down and effectively communicate complex topics
- Experience managing spreadsheets on Excel, Google Sheets, or similar productivity software tooling
Nice To Haves
- Previous experience in finance or private equity and/or track record of success in a lead generation role is a plus
- SaaS and software sales experience
- Passion for or previous experience in Finance
Responsibilities
- 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
Benefits
- Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and for applicable roles, commissions plans.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
