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Sales Development Representative
CARTA San Francisco, CA
Apply
$123k-163k (estimate)
Full Time 4 Days Ago
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CARTA is Hiring a Sales Development Representative Near San Francisco, CA

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 Problems You'll Solve
  • 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
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.
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
Salary
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 starts at:
  • $64,500 base in New York City, NY
  • $64,500 base in San Francisco, CA
  • $58,845 base in Seattle, WA
Final offers may vary from the amount listed based on geography, candidate 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.

Job Summary

JOB TYPE

Full Time

SALARY

$123k-163k (estimate)

POST DATE

07/03/2024

EXPIRATION DATE

07/20/2024

WEBSITE

carta.com

HEADQUARTERS

ARDMORE, PA

SIZE

50 - 100

FOUNDED

2012

CEO

ROBERT WINTERLY

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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About CARTA

Were on a mission to create more owners. By building the global ownership management platform, were changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works. Want to join our team? Look at our open positions here: https://boards.greenhouse.io/carta https://vimeo.com/273958418

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The following is the career advancement route for Sales Development Representative positions, which can be used as a reference in future career path planning. As a Sales Development Representative, it can be promoted into senior positions as a Retail Third Keyholder that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Development Representative. You can explore the career advancement for a Sales Development Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Sales Development Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Development Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Sales Development Representative job description and responsibilities

Sales development representatives need to conduct research for prospective clients and qualify the leads before handing them to the sales team.

02/26/2022: Gulfport, MS

The Sales qualified leads are then passed to the AR or the AE who then close the sales deals.

12/20/2021: Springfield, MA

Sales departments with lots of leads often hire multiple sales development reps to expedite the typical sales cycle.

02/05/2022: Akron, OH

Sales development reps must also be able to stay organized and manage their time.

12/22/2021: El Paso, TX

Sales development representatives seek sales leads through marketing on social media, email, and phone calls.

01/20/2022: Huntington, WV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Sales Development Representative jobs

The representative might set a schedule for calling each customer at a later date and note whether the customer seemed receptive to new products or services.

02/17/2022: Pittsfield, MA

Sales development representatives need to be highly organized.

01/17/2022: Binghamton, NY

The SDR tries to qualify the lead based on pre-determined criteria and move that lead down the sales funnel.

01/24/2022: Galveston, TX

Understanding of the sales process, services, and products.

02/28/2022: Pensacola, FL

To attend and fully prepare for monthly reviews, providing sales forecasts and presentations as required.

03/02/2022: New Bedford, MA

Step 3: View the best colleges and universities for Sales Development Representative.

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