Carta
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.
Responsibilities
Build pipeline through self-sourced efforts and working strategically with Account Executives Become an expert on Carta’s varying products and services 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 investors and finance leaders in the venture and private equity space, as well as private corporations The Team You’ll Work With
The 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 You
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 Venture Capital / FinTech - If learning about how investors find the next unicorn to invest in, you’re in the right place Excellent time management skills and attention to detail 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: $88,000 OTE - $94,000 OTE in San Francisco, CA Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you currently eligible to work in the country where this position is located for any employer? * Select... LinkedIn Profile * Website Which is your preferred office location(s)? * Select... Do you now or in the future require visa sponsorship to continue working in the country where this position is located? * Select... Have you worked for Carta at any other time previously? * Select... AI Policy for Application & Interviewing: * Select... While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr
Build pipeline through self-sourced efforts and working strategically with Account Executives Become an expert on Carta’s varying products and services 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 investors and finance leaders in the venture and private equity space, as well as private corporations The Team You’ll Work With
The 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 You
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 Venture Capital / FinTech - If learning about how investors find the next unicorn to invest in, you’re in the right place Excellent time management skills and attention to detail 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: $88,000 OTE - $94,000 OTE in San Francisco, CA Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you currently eligible to work in the country where this position is located for any employer? * Select... LinkedIn Profile * Website Which is your preferred office location(s)? * Select... Do you now or in the future require visa sponsorship to continue working in the country where this position is located? * Select... Have you worked for Carta at any other time previously? * Select... AI Policy for Application & Interviewing: * Select... While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr