Sales Development Representative

The Company You’ll JoinCarta 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systems fall short for Private Funds; the private capital markets demand a holistic software solution that supersedes outdated spreadsheets and disjointed service providers.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 WithThe 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 principlesEngage actively with new and existing leads through innovative follow-up, fostering heightened interest and enthusiasm in CartaCollaborate with cross-functional teams to optimize top-of-funnel acquisition By supporting the SDR teams, you will enhance the overall company pipelineDeliver prompt and precise front-line support for all prospective customers interested in Carta Interact with potential customers in real-time via phone or video conferencingImplement cold outreach campaigns using a "customer-first" approach targeting finance leaders

Join Us in Transforming Healthcare AccessAt Assort Health, our mission is to make exceptional healthcare accessible anytime, anywhere, for anyone. We envision a healthcare experience that feels seamless and connected—quick responses, clear communication, and easy access to care. Our innovative platform builds a new foundation for patient-provider interactions, powered by AI and tailored to meet the unique complexities of the healthcare landscape.As the most comprehensive patient experience platform, we leverage specialty-specific agentic AI to enhance interactions. Our omnichannel AI agents integrate effortlessly with EHR/PMS systems to minimize wait times and streamline processes, ensuring patients receive the care they need without hassle.Since our inception in 2023, we have facilitated over 125M+ patient interactions, reducing average hold times from 11 minutes to just 1 minute. Our platform supports thousands of providers, boasting a 98%+ resolution rate and 99% scheduling accuracy. We take pride in a patient satisfaction score of 4.5/5 from over 52K reviews and have experienced 20× revenue growth in 2025. With rapid scaling, we are expanding our footprint across the healthcare industry.About the RoleWe are seeking a Principal, Strategic Partnerships (Private Equity) to spearhead and scale one of Assort’s key growth channels. This high-impact role combines elements of private equity, enterprise sales, and operator-led go-to-market strategy. You will cultivate and manage relationships with healthcare-focused private equity firms, converting these connections into a consistent pipeline of high-value opportunities across their portfolio companies.Your objectives are twofold:Generate immediate revenue by sourcing and converting opportunities derived from private equity.Create a scalable playbook that positions Assort as the preferred AI partner for healthcare-focused private equity firms.This role transcends traditional partnerships; you will act as a hybrid of an enterprise seller, strategic operator, and relationship builder.

Join Decagon as a Private Equity Lead within our Founder's Office, where you will play a pivotal role in shaping our investment strategies and driving growth initiatives. Your expertise in private equity will be crucial in identifying new opportunities and optimizing our existing portfolio. Collaborate with our executive team to align our investment goals with the overall vision of the company.

About aptura aptura partners with Mentis AI, a team combining deep asset management experience with advanced machine learning research. Drawing on backgrounds from firms such as Lazard and Partners Group, the group operates in both London and San Francisco. Together, they work with leading AI labs to improve model reasoning, generalization, and decision-making for institutional investment settings. Part-time AI Residency: Role Overview This part-time residency is designed for senior research analysts and portfolio managers interested in the intersection of AI and private markets. The program offers hands-on exposure to advanced AI systems and their impact on investment workflows. Key Responsibilities Prompt Development: Design and refine prompts for junior staff to use in evaluating AI-generated insights. Human vs. Machine Evaluation: Analyze differences between professional investment logic and AI output. Framework Design: Translate investor decision-making into structured challenges for testing AI reasoning. Expert Benchmarking: Build and validate real financial models, return analyses, and case studies to assess advanced AI systems. What Makes This Residency Distinct Direct exposure to how AI is reshaping deal processes, from screening and due diligence to portfolio management and exits. Be among the first investment professionals to work hands-on with AI models analyzing private market scenarios. Who Should Apply 3 to 7 years of experience in Private Equity or Growth Equity at a large-cap or upper-middle market fund in Europe or the US. Currently at the Associate, VP, or Principal level (industry focus is flexible). Strong skills in financial modeling and valuation across the deal lifecycle. Demonstrated curiosity about how AI can be applied in finance. Residency Details This is a part-time role requiring approximately 15 hours per week. Location: USA.

At Slash Financial, we are reimagining the future of business banking, crafting tailored financial infrastructure that meets the unique operational needs of various industries. By merging the dependability of traditional banking with specialized financial tools, we empower businesses to enhance their operational efficiency.Founded in 2021, Slash is among the fastest-growing fintech companies globally, facilitating over ten billion dollars in annual business purchasing across diverse sectors.We are actively seeking a Partnerships Lead to forge and nurture relationships with private equity firms and investment groups.

About Our TeamJoin the Technical Success team at OpenAI, where we prioritize our customers' experience with our cutting-edge suite of AI products. Our mission is to empower developers and enterprises to unlock the full potential of our advanced models, catering to a diverse clientele that ranges from innovative startups to established global corporations.About the OpportunityWe are on the lookout for a Solutions Engineer to collaborate with our key Private Equity clients, ensuring they derive measurable business outcomes from our AI solutions. In this role, you will engage with senior business leaders to assess their pre-sales requirements, shape their AI strategies, and pinpoint the most impactful use cases. You will partner with both business and technical teams to illustrate the value of our offerings, suggesting architectural frameworks to facilitate their implementation. This role requires close interaction with our Private Equity and Large Enterprise Sales, Security, and Product teams.This position is available in San Francisco, CA, or New York, NY, and follows a hybrid work model of three days in the office each week. We also provide relocation assistance to new team members.Your Responsibilities Will Include:Delivering an outstanding pre-sales experience for major Private Equity prospects by offering technical insights, articulating the value proposition, and addressing queries related to our products, APIs, and language models.Demonstrating how OpenAI's product suite can fulfill customer business objectives and yield significant value, which includes creating and showcasing demos, scoping relevant use cases, recommending architectural strategies, and providing comprehensive technical guidance.Documenting and maintaining guides, FAQs, and resources that address common inquiries and requirements identified during the pre-sales phase.Building and nurturing robust customer relationships throughout the evaluation, validation, and purchasing phases.Advocating for customers and ensuring their voices are heard internally by collecting feedback, identifying common themes, and integrating insights into product development.Serving as the initial contact for security and compliance inquiries, providing standardized information, guiding customers to relevant resources (such as the trust portal), and escalating complex issues to specialized teams.You Will Excel in This Role If You Have:Strong technical background in AI and machine learning.Exceptional communication skills, with the ability to simplify complex concepts for diverse audiences.Experience in pre-sales or customer-facing technical roles.Proven ability to build relationships and influence stakeholders.Capacity to thrive in a fast-paced and collaborative environment.

Are you ready to drive transformative change in the tech industry?West Monroe is on the lookout for a Senior Manager with extensive experience and a fervent interest in the Software and High-Tech sectors to enhance our national practice. Our team collaborates with a diverse range of dynamic Software and High-Tech, Private Equity, and Corporate Strategic clients across the country.In your role as a Senior Manager, you will provide strategic guidance to Software and High-Tech clients as well as Private Equity investors, emphasizing software, SaaS, TMT, and tech-enabled services businesses. Your engagements will cover value creation initiatives, including product and growth strategy, technological innovation, operational enhancements, and due diligence—spanning product, technology, and operational assessments, along with merger integrations and carve-outs.Beyond client delivery, you will play a vital role in business development—seeking new clients and nurturing existing relationships—while also contributing to the internal leadership of our practice. Senior Managers at West Monroe are entrusted with three primary responsibilities:Client DeliveryLead rapid due diligence engagements for Private Equity and Corporate Strategic clients investing in Software and High-Tech, assessing market opportunities, product technologies, operating models, and their impact on margins, revenues, growth, and overall value creation.Evaluate functional and technology investment strategies, benchmarking operational models and organizational structures against industry-leading practices.Oversee teams serving Software and High-Tech clients while showcasing advisory skills with high-level client executives, including C-suite leaders, Business Unit GMs, and Private Equity Deal and Operating Partners.Drive value creation projects for Software and High-Tech companies and Private Equity clients.Engage in complex transactions within the Software and High-Tech sector, focusing on initiatives like post-merger integration, carve-outs/divestitures, operating model transformations, product strategy, target operating model development, and enhancements in post-sales operations and retention.Practice DevelopmentCreate data-driven methodologies and resources for effective practice development.

At CrossCountry Consulting, we are committed to redefining the advisory experience. Our firm is built on our Core Values, which emphasize collaboration, enthusiasm, generosity, and perseverance. We strive to create a positive environment for both our clients and our team members. Our diverse advisory solutions encompass accounting and risk management, technology-driven transformation, and transactional assistance, ensuring we address contemporary challenges while delivering long-term value.Our dedication to employee satisfaction has garnered us accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through the voices of our employees by visiting here.As a key member of our expanding Financial Due Diligence practice, you will act as a trusted advisor to our clients. Leveraging your expertise and insights, you will craft customized solutions that tackle current challenges while laying the groundwork for future success. Supported by seasoned leaders and a dedicated mentor, you will thrive in a collaborative environment that encourages contributions beyond client engagements.This role presents the chance to engage in intricate M&A transactions, providing clients with vital insights into financial performance and associated risks. Your projects will encompass large-scale transactions, high-volume consolidations, carve-outs, divestitures, and sell-side transactions, working closely with private equity firms, corporate acquirers, and lenders to deliver top-tier analyses that inform strategic decision-making.

Role Overview West Monroe Partners is seeking a Senior Consultant focused on Mergers & Acquisitions in the high-tech and software private equity sectors. This position is available in Chicago, Los Angeles, New York, or San Francisco. What You Will Do Work closely with clients in high-tech and software private equity to support complex transactions and strategic partnerships. Apply analytical skills and industry knowledge to deliver solutions that address client needs. Contribute to projects that help clients navigate mergers, acquisitions, and related challenges. Who We’re Looking For Experience in M&A within high-tech or software private equity sectors. Strong analytical approach and familiarity with transaction processes. Ability to collaborate with clients and internal teams on high-impact projects.

At CrossCountry Consulting, we aim to redefine the advisory landscape by prioritizing our Core Values and ensuring a positive impact for both our clients and our team members. We strongly advocate for collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting and risk management, technology-driven transformation, and transactional support, enabling us to partner effectively with clients to address their current challenges while delivering sustainable value into the future.Our dedication to our team has garnered us prestigious accolades, including recognition in Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our vibrant culture through the insights shared by our employees by visiting here.As a key member of our dynamic Financial Due Diligence practice, you will act as a trusted advisor to our clients, leveraging your hands-on experience and unique insights to provide customized, integrated solutions. You'll address today's pressing issues while establishing a foundation for future achievements. With mentorship from seasoned leaders and a supportive team, you'll join a collaborative environment that encourages contributions beyond client engagements.This position involves working on intricate M&A transactions, equipping clients with essential analyses regarding financial performance and associated risks. You will engage in significant projects, including large-scale transactions, high-volume roll-ups, carve-outs, divestitures, and sell-side engagements, collaborating with private equity firms, corporate acquirers, and lenders to deliver meticulous analyses that inform strategic decision-making.

Join Plaid as a Sales Development Representative, where you'll play a pivotal role in unlocking financial freedom for everyone. At Plaid, we empower millions to achieve healthier financial lives by connecting their financial accounts to essential apps and services. Collaborating with thousands of companies, including Venmo, SoFi, and Betterment, we are revolutionizing the fintech landscape. As part of our New Business team, you will leverage your expertise in SaaS and tech sales to identify new clients and foster relationships that drive business growth. Your responsibilities will include organizational mapping, prospecting, engagement driving, and nurturing opportunities, ensuring that both fintech and non-fintech companies can benefit from our innovative technology. If you are a resilient, customer-focused individual eager to advance your career in tech sales, we want to hear from you!

Position OverviewAt Bobyard, we are at the forefront of revolutionizing the construction industry by tackling intricate computer vision challenges to automate construction takeoffs. Our innovative platform significantly reduces the tens of hours contractors traditionally spend on manual takeoffs for each project, delivering results that are not only faster but also remarkably more accurate than conventional methods.As a Sales Development Representative, your primary responsibility will be to drive high-quality demo opportunities for our Account Executives. You will leverage various outreach strategies including cold calling, email campaigns, LinkedIn interactions, and other inventive methods to connect with potential clients. You will introduce contractors to our product, which has been known to create impactful “wow” moments during demos, as evidenced by our impressive 40%+ demo-to-close rate.This role is perfect for an energetic individual who thrives in outbound sales, enjoys a fast-paced environment, and is motivated to cultivate a substantial sales pipeline within a rapidly growing company.

Merge stands at the forefront of innovation, providing cutting-edge agentic tools and customer-focused integrations for emerging LLMs, Fortune 500 enterprises, and B2B SaaS firms. Our platform features two primary offerings: Merge Unified, which allows businesses to seamlessly integrate hundreds of tools into their products with a single API, and Merge Agent Handler, which equips AI agents with secure access to a vast array of third-party applications. Trusted by thousands of organizations, Merge's enterprise-grade platform manages the entire integration lifecycle—from authentication and security to monitoring and maintenance. This empowers companies to expedite product development, enhance sales, minimize customer churn, and conserve engineering resources, enabling them to concentrate on their core competencies. Key Responsibilities: Act as the initial point of contact for organizations interested in learning about Merge, articulating the value we bring to their customers and development teams.Generate qualified meetings and opportunities with new prospects through a multi-touch approach, including prospecting, email campaigns, cold calling, and LinkedIn outreach.Master industry-leading sales tools and technologies such as Salesforce, Outreach, LinkedIn Sales Navigator, and Gong.Continuously innovate our outbound sales strategies by testing and optimizing various approaches with prospects, collecting data, and collaborating with the team to share insights.Receive top-notch mentorship to develop strategic sales skills, accelerating your career towards becoming a successful Account Executive.Qualifications: Experience in fast-paced corporate environments with cross-functional collaboration.Prior experience in direct sales of products or services.Demonstrated resilience and resourcefulness; this role is challenging, and you should be eager to develop and enhance your sales capabilities.Ability to thrive in a team-oriented environment, actively listening, providing constructive feedback, and motivating yourself and others positively.Open to receiving and integrating feedback and coaching as a growth-oriented professional.Strong multitasking abilities and efficient time management skills.Exceptional verbal and written communication skills.

Speakeasy seeks a Sales Development Representative based in San Francisco. This position plays a key part in driving company growth by finding and qualifying new business opportunities. The role works closely with the sales team to research markets, identify prospects, and contribute to outreach planning. Key responsibilities Spot and engage new business prospects Research markets to uncover potential customers Work with sales colleagues to improve lead generation strategies Help build and maintain relationships with potential customers at the early stages Collaboration This role partners with sales team members to ensure a steady pipeline of qualified leads and to support ongoing sales efforts.

TierZero builds AI agents that automate alert handling, urgent issue resolution, and repetitive questions for engineering teams. By reducing time spent on firefighting, engineers can focus on building. Clients such as Discord, Drata, and WeightWatchers have seen faster incident resolution and significant time savings. Backed by $7M in funding from Accel and SV Angel, TierZero operates from its San Francisco headquarters. Role overview This is the first outbound sales development hire at TierZero. The CEO currently leads all sales efforts, but now seeks someone ready to create and own the outbound sales function. The focus is on generating new opportunities and building a pipeline from scratch, rather than working from a set playbook or inherited leads. The Sales Development Representative will work side by side with the CEO to shape TierZero’s sales approach for the future. What you will do Build the outbound pipeline Initiate cold calls, send cold emails, and use creative prospecting to connect with engineering teams at Series C and later companies. Research target accounts, map organizational structures, and identify the best entry points, such as Engineering Managers, VPs of Engineering, or Staff Engineers. Design and test multi-step outbound sequences, refining messaging based on feedback. Craft outreach that feels authentic and relevant to engineers, avoiding generic sales language. Shape the outbound sales strategy Collaborate with the founding team to define the Ideal Customer Profile, key personas, and buying signals through hands-on experimentation. Develop frameworks to qualify which meetings to pursue. Establish dashboards, KPIs, and repeatable processes for a healthy sales pipeline. Document successful approaches to support future team growth.

Writer seeks a Sales Development Representative in San Francisco, CA. This role centers on connecting with potential customers, starting conversations, and qualifying leads to keep the sales pipeline moving. By building relationships and identifying opportunities, this position supports the sales team’s long-term success. Key responsibilities Initiate contact with prospective clients and introduce them to Writer’s solutions Engage leads through calls, emails, and other outreach methods Assess and qualify both inbound and outbound leads for the sales team Work closely with sales colleagues to schedule meetings and smoothly transition qualified opportunities What helps in this role Strong, clear communication skills Interest in technology and Writer’s offerings Drive to achieve goals and support the team’s growth

Join Hive as a Sales Development Representative, where you will be at the forefront of driving growth by identifying new markets and securing strategic accounts. Collaborate across departments to navigate complex sales cycles, becoming an expert in innovative AI and ML solutions that Hive provides. Engage with major clients such as Reddit and BeReal, and utilize your analytical skills to assess new opportunities and sales strategies. If you thrive in a fast-paced and collaborative environment and are passionate about the latest in AI technology, we want to hear from you!

About the RoleThis is an exceptional chance to become part of a dynamic and skilled team at the forefront of transforming a vital industry. As Vooma's Founding Sales Development Representative (SDR), you will be instrumental in pipeline development, experimenting with innovative messaging across various channels, and aiding in the creation of a robust outbound engine that propels the business forward.This role is high-volume and phone-centric while also requiring a strategic mindset. The ideal candidate possesses a builder's mentality, thrives on making phone calls, and approaches challenges with a critical eye to unlock new opportunities.Your ResponsibilitiesLead outbound prospecting efforts through phone, email, LinkedIn, and industry events to cultivate a qualified sales pipeline.Engage in daily high-volume cold calling to logistics executives—your passion for phone communication is essential.Craft, test, and optimize outbound messaging, sequences, and cadences; conduct mini-experiments to identify what resonates.Contribute to the development of the outbound sales function: establishing processes, playbooks, tools, and workflows that facilitate scalability.Employ multi-threading and strategic prospecting techniques to penetrate target accounts effectively.Utilize AI and modern sales tools (such as Clay, Claude Code/Cowork, HubSpot, Sumble, and others) to enhance efficiency and accelerate results.Who You AreHigh-energy and tenacious—you are proactive and take initiative without needing direction.Inquisitive and innovative—you seek to understand your prospects and continuously experiment with new approaches to connect.Fearless in reaching out to VPs or C-suite executives—you relish the challenge of opening doors.Strategic thinker—you focus on developing account plans rather than merely tracking call volumes.Tech-savvy and adept with modern sales and AI tools; while you may not know every tool, you naturally embrace and adopt new technologies.

Join our dynamic sales team as a Sales Development Representative 1, where you will play a pivotal role in driving revenue growth. You will be responsible for identifying potential clients, nurturing relationships, and scheduling meetings for our sales executives. This is an excellent opportunity for motivated individuals looking to launch their careers in sales within a collaborative and innovative environment.