Sales Development Representative at Carta in San Francisco, CA

Summary: Carta is a company that connects founders, investors, and limited partners through world-class software tailored for venture capital and private equity. They are seeking a Sales Development Representative to build pipeline, engage with leads, and support the overall company pipeline through strategic outreach and collaboration with Account Executives. Responsibilities: - 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 Required Qualifications: - 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 Qualifications: - SaaS and software sales experience - Passion for or previous experience in Finance Required Skills: Customer-Facing Experience, Lead Generation Important Skills: Excel, Google Sheets Nice-to-Have Skills: SaaS Sales, Finance Knowledge, Consultative Sales Benefits: Equity for all full time roles, Exceptional benefits, Commissions plans