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Sales Development Representative
Sales Development Representative-April 2024
San Francisco
Apr 7, 2025
ABOUT CARTA
Carta is a cap table management SaaS company on a mission to give more employees ownership in the companies they build.
1,001 - 5,000 employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Sales Development Representative

  The Company You'll Join

  Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

  Carta is trusted by more than 40,000 companies and over two billion people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's liquidity solutions have returned $15B to shareholders in secondary transactions. Today, Carta's platform manages nearly three trillion dollars in equity globally.

  Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies. We've also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

  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. 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.

  The Problems You'll Solve

  Build pipeline through self-sourced efforts and working strategically with Account ExecutivesBecome an expert on Carta's varying products and servicesMaintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in CartaWork with cross-functional teams to ensure top of funnel acquisition By supporting the SDR teams you will help drive the overall company pipelineProvide timely and accurate front-line support for all prospective customers interested in Carta Engage with prospective customers real-time via phone or zoomExecute 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

  About You

  Grit - Ambitious, driven, and fearless in the face of rejectionCoachability - Tremendous desire to learn about FinTech and constantly improve in a "no-egos" environmentEmotional Intelligence - Ability to read emotional cues, understand a customer's needs, and navigate a meaningful conversation and provide meaningful solutionsCustomer-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 placeExcellent time management skills and attention to detailTrack record of success in a lead generation role is a plusAbility to break down and effectively communicate complex topicsExperience managing spreadsheets on Excel, Google Sheets, or similar productivity software tooling

  Preferred

  SaaS and software sales experiencePassion 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:

  $64,500 base in New York City, NY$64,500 base in San Francisco, CA$58,845 base in Seattle, WA

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

  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, connect with us via email at [email protected]. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

  Interested in our candidate privacy policy? Find out more here and here.

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