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Sales Development Representative, Fund Administration



Sales & Business Development
San Francisco, CA, USA · New York, NY, USA
Posted on Saturday, May 11, 2024

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

Carta’s Sales Development Representatives are the driving force of our upward trajectory. These reps launch targeted outreach campaigns to Venture Capital firms and leaders in the space daily in effort to streamline their fund's operations.

We pride ourselves on investing in our team and promoting from within. All SDR’s receive training on Carta software, private market finance, and VC operations along with ongoing training in consultative sales, client management, negotiation and sales operations.

The Problems You’ll Solve

  • Engage with companies who reach out to Carta with interest via our website, LinkedIn, and in-product
  • Execute a thoughtful, "every lead matters" cold outreach campaign to investors in the venture space
  • Work with Carta Account Executives to secure meetings and follow deals through close
  • Provide timely and accurate front-line support for all prospective customers interested in Carta Venture Capital
  • Execute cold outreach campaigns leveraging a "customer first" approach to investors and finance leaders in the venture and private equity space

The Impact You’ll Have

You’ll engage with Venture Capital firms to intimately understand their business and how Carta can help streamline their fund's operations. Carta SDRs become masters of opening doors in the venture community.

About You

  • Strong problem solving and communication skills
  • Proven ability to execute in a fast paced, team environment with excellent time and task management skills
  • Articulate, poised, and concise
  • Customer-Facing Experience (direct prospecting experience is a plus)
  • Track record of success in a lead generation role is a plus
  • Experience in venture capital, private equity, institutional investing, or wealth management is a plus
  • Proficient on SFDC and outreach
  • Track record of success in a strategic lead generation role (is a must)
  • Excellent time and task management skills
  • Able to execute and present monthly strategic outbound approach to stake holders


Carta’s 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 is:

  • $71,500 - $76,500 base in New York, New York

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.