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Sales Development Representative

Remote, USA Full-time Posted 2026-06-19

Carta is a company that connects founders, investors, and limited partners through world-class software tailored for venture capital and private equity. They are seeking a Sales Development Representative to build pipeline, engage with leads, and support the overall company pipeline through strategic outreach and collaboration with Account Executives.

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

Skills

  • 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
  • SaaS and software sales experience
  • Passion for or previous experience in Finance

Benefits

  • Equity for all full time roles
  • Exceptional benefits
  • Commissions plans

Company Overview

  • Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership. It was founded in 2012, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://carta.com/.
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