Full-time SDR, Carta

01The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

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

02The Team You’ll Work With

We’re looking for exceptional Growth Account Executives to own and grow portfolios of existing customers. This includes upselling existing products, cross-selling additional features, and ensuring that existing contracts are aligned with current pricing standards.

As a Growth AE, you will play a critical business role at Carta. You will work with your customers to understand their business plans and propose additional features which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, marketing and support to drive expansion of our current relationships.

03The Problems You’ll Solve

• Proactively identify areas where customers can further engage with the Carta product, focusing on growth
• Identify and close upsell opportunities for additional capabilities that create leverage for our customers’ operations
• Leverage technology to proactively engage with customers at scale regarding Carta’s value
• Negotiate win-win renewal outcomes for the customer and Carta
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
• Collaborate on customer issues and assist on resolution
• Engage customers to act as a reference
• Make Carta users love Carta by proactively offering advice on best practices and creative product solutions
• About You
• 3-5 years of experience supporting financial practices or financial software solutions in a quota carrying sales function
• Proven ability to build and manage customer account relationships in an existing or new sales role
• Consistently hit or exceed sales targets on a month over month, and quarter over quarter basis
• Experience with building and maintaining a detailed and accurate pipeline of sales opportunities within a CRM tool
• Proactive, self-motivated, and persuasive team player with innovative ideas to inspire customer expansion
• Comfortable with uncertainty and eager to learn and build knowledge in unfamiliar areas
• Nice-to-Haves
• Prior experience working in venture capital or private equity space
• Experience working with Salesforce
• Salary

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. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

$164,000 OTE ($47.31/hour) - $200,000 OTE ($57.69/hour) in New York and San Francisco

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Disclosures:

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 talent partner via email.

Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.