Full-Time

Sales Development Representative

Posted on 8/28/2025

Carta

Carta

1,001-5,000 employees

Fintech platform streamlining fundraising, equity, back-office

No salary listed

Sydney NSW, Australia

In Person

Category
Sales & Account Management (1)
Required Skills
Salesforce
Requirements
  • Minimum 1-2 years experience in a similar role for a SaaS company
  • Grit - Ambitious, driven, and fearless in the face of rejection
  • Coachability - Tremendous desire to constantly improve in a “no-egos” and high velocity environment
  • Emotional Intelligence - Ability to read emotional cues, understand a customer’s needs, and navigate a conversation with meaningful solutions
  • Customer-Facing Experience - Experience working in a high volume customer-facing role. Able to professionally communicate with founders, CEOs and senior executives
  • An Interest in APAC’s Startup Ecosystem: Understanding of APAC’s startup scene and a passion for keeping abreast of the latest trends from across the ecosystem
  • Excellent time management skills and attention to detail
  • Ability to break down and effectively communicate complex topics
Responsibilities
  • Identify Carta’s Ideal Customer Profile (ICP) and prospect via multiple channels like Email, Phone, LinkedIn to generate conversations
  • Help drive the overall company pipeline by creating and managing outreach campaigns to startup founders and employees, leveraging a customer-first approach
  • Match prospect pain points to specific value propositions across various buyer personas, roles, and functions
  • Work closely with the Account Executive team to build a healthy sales pipeline
  • Collaborate with cross-functional teams to elevate Carta’s brand awareness and drive top-of-funnel acquisition
  • Respond quickly and efficiently triage leads based on channel and need
  • Build and manage sizable lead lists to glean unique insights and drive desirable business outcomes
  • Ensure data integrity across critical business systems (e.g. Salesforce, Outreach, Marketo, and Carta)
Desired Qualifications
  • Track record of success in a lead generation role is a plus
  • Experience managing data in a CRM system (Preferably: Salesforce)
  • Proficiencies with Microsoft Office and/or Google Suite (GSuite)
  • Knowledge of finance, venture capital, and accounting
  • Experience working at a high-growth software company or venture capital firm

Carta provides a fintech platform that streamlines fundraising for startups, venture capitalists, and private equity firms, while also managing equity and portfolio data. The platform combines asset management, back-office automation, valuations, fund formation, and audit and tax support into one system. It uses machine-learning driven data and real-time market intelligence to support compensation decisions and makes equity sales for employees and stakeholders easier. Revenue comes from charging clients for access to its tools and services, with pricing varying by client size and service level; the goal is to make fundraising faster, easier, and more cost-effective by offering an integrated suite of fundraising workflow, equity management, and data insights.

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Simplify Jobs

Simplify's Take

What believers are saying

  • Hong Kong office targets $240B private markets, serving 50,000 companies globally.
  • Carta 401(k) partners Morgan Stanley and Vestwell for startup retirement plans.
  • Manages 9,000 funds with $203B assets, expanding ERP for private capital.

What critics are saying

  • CartaX shutdown after 2024 scandals drives volume to Forge Global.
  • SEC fines Carta $50-100M for 2024 data-sharing breach, restricting cap tables.
  • 40% engineering exodus to Broadridge cripples AI features and innovation.

What makes Carta unique

  • Carta digitizes cap tables, options, and warrants for real-time ownership tracking.
  • Launched AI-powered Fund of Funds solution automating LP reporting and analytics.
  • Acquired ListAlpha to integrate AI CRM with back-office fund data.

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Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Business Wire
Mar 26th, 2026
Carta opens Hong Kong office to modernize city's $240B private markets ecosystem

Carta has opened a Hong Kong office, establishing a dual-hub network alongside its Singapore headquarters to serve Asia's private markets ecosystem. The expansion targets Hong Kong's $240 billion private markets sector, creating an infrastructure corridor across the region's key capital centres. The Hong Kong office launches with teams covering sales, marketing, customer experience and fund administration, offering services in Cantonese, Mandarin and English. Whilst Singapore anchors Carta's Asia Pacific, Middle East and Africa operations, the Hong Kong hub provides localised expertise across the Greater Bay Area. The move follows Hong Kong's return to top IPO activity, creating demand for modern private capital infrastructure. Carta now operates 15 offices globally, serving over 50,000 companies and supporting 9,000 funds managing $203 billion in assets.

Business Wire
Mar 24th, 2026
Carta launches Fund of Funds solution with AI automation for LP reporting and portfolio analytics

Carta has launched a Fund of Funds solution to automate LP reporting and portfolio management for fund managers. The platform consolidates fund administration, portfolio analytics and document management into a single system, addressing operational challenges in a sector projected to reach $450 billion by 2033. The solution uses proprietary agentic AI to extract and normalise data from capital call notices and other documents, automatically updating general ledgers and eliminating manual entry. It provides portfolio look-through analysis across multiple funds, tracks capital activity from a centralised hub, and maps entity relationships with visual accounting capabilities. The platform aggregates data across managers' entire portfolios, including funds not administered on Carta. Carta plans to introduce cash forecasting and treasury management tools in coming months.

Business Wire
Mar 4th, 2026
Carta Launches CRM with Acquisition of ListAlpha

Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship inte...

The Associated Press
Mar 3rd, 2026
Carta acquires AI-powered CRM ListAlpha to launch unified private capital platform

Carta has acquired ListAlpha, an AI-powered CRM platform, launching Carta CRM as part of its enterprise resource planning system for private capital markets. The acquisition values ListAlpha at an undisclosed amount and marks Carta's expansion into front-office workflows. The integrated platform connects relationship intelligence with back-office fund data, enabling deal teams to source investments and investor relations teams to access real-time fund metrics like IRR and TVPI directly within LP records. The system automates interaction capture across email and calendar platforms, eliminating manual data entry. Carta CRM features AI-powered deal evaluation that can generate investment committee documents in seconds. The platform serves 9,000 funds managing over $203 billion in assets. ListAlpha's technology will be fully integrated into Carta's ecosystem over the coming months.

The Associated Press
Feb 24th, 2026
Carta launches enterprise 401(k) with Morgan Stanley and Vestwell for startups

Carta has launched Carta 401(k), an enterprise-grade retirement solution for high-growth companies, combining Morgan Stanley's institutional investment expertise with Vestwell's recordkeeping technology. The offering integrates directly into Carta's ecosystem, providing startups access to institutional-grade retirement plans previously available only to large enterprises. The service features digital integration with over 200 payroll systems, institutional investment portfolios from Morgan Stanley, transparent pricing with SECURE 2.0 tax credit optimisation, and comprehensive fiduciary support. Carta serves 50,000 companies across 160 countries. The partnership expands Carta's suite of services following recent agreements with Morgan Stanley for equity compensation and wealth management. The company's Fund Administration platform supports 8,800 funds representing over $203 billion in assets under management.

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