Sales Development Representative Private Equity
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
The Company Youll Join
Carta connects founders investors and limited partners through world-class software purpose-built for everyone in venture capital private equity and private credit. Trusted by 65000 companies in 160 countries Cartas platform of software and services lays the groundwork so you can build invest and scale with confidence.
Cartas Fund Administration platform supports 9000 funds and SPVs representing nearly $185B in assets under management with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune Forbes Fast Company Inc. and Great Places to Work Carta is shaping the future of private market infrastructure.
Together Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that - its a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture check out our Carta careers page.
The Team Youll Work With
The Sales Development Representative teams are the driving force of Cartas upward trajectory. For this role youll directly support private equity pipeline development by sourcing qualified leads within the PE sector. We pride ourselves on investing in our team and promoting from within. All SDRs receive training on Carta software private market finance and equity administration along with ongoing training in consultative sales client management negotiation and sales operations.
The Problems Youll Solve
- Seek out and qualify leads across PE backed companies
- Become an expert on Cartas 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
About You
- 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 customers 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
Salary
Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans. Our expected cash compensation (salary commission if applicable) range for this role starts at:
- $88000 OTE - $94000 OTE in San Francisco CA
Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors.
Disclosures:
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies seePrivacyCA Candidate Privacy and Brazil Transparency Report.
- Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to
Required Experience:
IC
Key Skills
- Sales Experience
- B2B Sales
- Time Management
- Customer Service
- Cold Calling
- Retail Sales
- Territory Management
- Upselling
- Product Demos
- Outside Sales
- Medicare
- negotiation
About Company
Carta’s platform of software and services helps people manage equity, build businesses, and invest in the companies of tomorrow. Learn more.
