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Sales Development Representative - Private Equity

CartaSan Francisco, CA
On-site Full-time $98.3K/yr - $98.3K/yr

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Experience Level

Entry Level

Qualifications

Excellent communication and interpersonal skillsProficiency in engaging clients and building relationshipsStrong analytical and problem-solving abilitiesDesire to learn and adapt in a fast-paced environmentPrevious experience in sales or customer service is a plus

About the job

The Company You’ll Join

Carta revolutionizes the connection among founders, investors, and limited partners through cutting-edge software crafted for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies in more than 160 countries, Carta’s comprehensive platform of software and services empowers you to build, invest, and scale with assurance.

Carta’s Fund Administration platform manages over 9,000 funds and SPVs, representing nearly $185 billion in assets under management, equipped with tools designed to amplify the strategic influence of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.

Together, we are developing an all-encompassing ERP platform tailored for private markets. Traditional ERP systems fall short for Private Funds; the private capital markets demand a holistic software solution that supersedes outdated spreadsheets and disjointed service providers. Carta’s software for the Office of the Fund CFO meets this need, creating a new category of software that aligns private markets with the efficiency of public markets—a cohesive ERP for private capital.

For insights into our offices and culture, visit our Carta careers page.

The Team You’ll Work With

The Sales Development Representative teams are the engine of Carta’s growth trajectory. In this role, you will directly contribute to private equity pipeline development by identifying and qualifying leads within the PE sector. We are committed to investing in our team and fostering internal advancement. All SDRs undergo comprehensive training on Carta software, private market finance, and equity administration, coupled with continuous education in consultative sales, client management, negotiation, and sales operations.

The Problems You’ll Solve 

  • Identify and qualify leads from PE-backed companies 
  • Develop expertise on Carta’s core product suite and essential private equity principles
  • Engage actively with new and existing leads through innovative follow-up, fostering heightened interest and enthusiasm in Carta
  • Collaborate with cross-functional teams to optimize top-of-funnel acquisition 
  • By supporting the SDR teams, you will enhance the overall company pipeline
  • Deliver prompt and precise front-line support for all prospective customers interested in Carta 
  • Interact with potential customers in real-time via phone or video conferencing
  • Implement cold outreach campaigns using a "customer-first" approach targeting finance leaders

About Carta

Carta is a pioneering company that provides innovative software solutions for the private equity sector, facilitating seamless connections among founders, investors, and limited partners. With a global reach and a commitment to enhancing private market infrastructure, Carta is recognized as a leader in the industry.

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