Sales Development Representative Cap Table

The Team You’ll Work With

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.

The Problems You’ll Solve 

• Respond to prospects researching requests
• Become an expert on Carta’s products Carta Total Comp and Tax Advisory.
• 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

About You

• 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

Preferred

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

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