Sales Development Representative
CartaSan Francisco, CAPosted 23 February 2026
Job Description
<div class="content-intro"><h2>The Company You’ll Join</h2>
<p>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 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.</p>
<p>Carta’s Fund Administration platform supports 9,000+ 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.</p>
<p>Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. </p>
<p>For more information about our offices and culture, check out our <a href="https://carta.com/careers/">Carta careers page</a>.</p></div><h2>The Problems You’ll Solve </h2>
<ul>
<li>Build pipeline through self-sourced efforts and working strategically with Account Executives</li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Become an expert on Carta’s varying products and services</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Maintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in Carta</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Work with cross-functional teams to ensure top of funnel acquisition </span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">By supporting the SDR teams you will help drive the overall company pipeline</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Provide timely and accurate front-line support for all prospective customers interested in Carta </span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Engage with prospective customers real-time via phone or zoom</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">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</span></li>
</ul>
<h2>The Team You’ll Work With</h2>
<p><span style="font-weight: 400;">The Sales Development Representative Teams are the driving force of Carta’s upward trajectory. Our SDRs work with the Director of Sales Development on marketing related projects, territory research, prospect targeting, reporting, and webinar maximization strategy. 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.</span></p>
<h2>About You</h2>
<ul>
<li style="font-weight: 400;">Grit<span style="font-weight: 400;"> - Ambitious, driven, and fearless in the face of rejection</span></li>
<li style="font-weight: 400;">Coachability<span style="font-weight: 400;"> - Tremendous desire to learn about FinTech and constantly improve in a “no-egos” environment</span></li>
<li style="font-weight: 400;">Emotional Intelligence<span style="font-weight: 400;"> - Ability to read emotional cues, understand a customer’s needs, and navigate a meaningful conversation and provide meaningful solutions</span></li>
<li style="font-weight: 400;">Customer-Facing Experience<span style="font-weight: 400;"> - Experience working in a high volume c ... (truncated, view full listing at source)
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