Sales Development Representative

May 15, 2026

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Carta is a company that connects founders, investors, and limited partners through world-class software tailored for venture capital and private equity. They are seeking a Sales Development Representative to build pipeline, engage with leads, and support the overall company pipeline through strategic outreach and collaboration with Account Executives.

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

Skills

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
SaaS and software sales experience
Passion for or previous experience in Finance

Benefits

Equity for all full time roles
Exceptional benefits
Commissions plans

Company Overview

Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership. It was founded in 2012, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://carta.com/.

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