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Carta · 5 hours ago

Sales Development Representative

San Francisco, CA

Full-time

Onsite

New Grad, Entry Level

$88K/yr - $94K/yr

Carta is a company that connects founders, investors, and limited partners through innovative software tailored for venture capital and private equity. The Sales Development Representative will be responsible for building a pipeline, engaging with leads, and supporting the sales team to drive company growth.

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware

Comp. & Benefits

No H1B

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

Qualification

Lead generationCustomer-facing experienceSaaS sales experienceFinTech knowledgeSpreadsheet managementEmotional intelligenceTime managementCommunication skills

Required

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