Carta · 3 hours ago
Sales Development Representative - Private Equity
San Francisco, CA
Full-time
Hybrid
New Grad, Entry Level
$88K/yr - $94K/yrCarta is a company that connects founders, investors, and limited partners through world-class software designed for private equity and venture capital. The Sales Development Representative will support private equity pipeline development by sourcing qualified leads and engaging with prospective customers to drive interest in Carta's offerings.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Seek out and qualify leads across PE backed companies
Become an expert on Carta’s core product suit and fundamental private equity principles
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 Finance leaders in the private equity space
Qualification
Required
High degree of personal accountability with relentless pursuit of continuous improvement
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 Private Equity and the operations of a portfolio company
Excellent time management skills and attention to detail
Previous experience in finance or private equity and/or 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
Preferred
SaaS and software sales experience
Passion for or previous experience in Finance
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Founded in 2012
1001-5000 employees
H1B Sponsorship
Carta has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
Crowdfund Insider
2026-01-20
2026-01-19
2026-01-19
Company data provided by crunchbase