Sales Development Representative - Private Equity

Carta is a company that connects founders, investors, and limited partners through world-class software designed for private equity and venture capital. The Sales Development Representative will support private equity pipeline development by sourcing qualified leads and engaging with prospective customers to drive interest in Carta's offerings. Responsibilities Seek out and qualify leads across PE backed companies Become an expert on Carta’s 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 Skills 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 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 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 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 Company H1B Sponsorship Carta has a track record of offering H1B sponsorships, with 37 in 2025, 30 in 2024, 32 in 2023, 13 in 2022, 38 in 2021, 36 in 2020. Please note that this does not guarantee sponsorship for this specific role.