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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

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.