Sales Development Representative

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

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

The Team You’ll Work With

Carta is looking for a Sales Development Representative to join our Fund Administration and Private Equity Sales team in Hong Kong.

Carta opened its Singapore office in 2021, and since then, has been building a world-class team to support the Private Capital ecosystem across Asia Pacific. The Hong Kong team is lean and agile, and composed of local venture industry experts and Carta experts. 

The Sales Development Representative Teams are the driving force of Carta’s upward trajectory. You will work with the GTM lead on marketing related projects, territory research, prospect targeting, reporting, and events 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.

The Problems You’ll Solve

Business Demand Generation & Ecosystem Building

• Generate Pipeline: Identify the Ideal Customer Profile (ICP) and prospect via multiple channels (Email, Phone, LinkedIn) to drive the overall company pipeline.
• Partner Development: Work closely to start, nurture, and maintain partner relationships with law firms, tax consultancies, audit firms, and other key ecosystem players in Hong Kong to generate referral business.
• Networking: Act as a brand ambassador by aggressively networking in person within the Hong Kong financial and tech community.
• Targeted Outreach: Create and manage outreach campaigns to CFOs and GPs at Venture Capital and Private Equity firms in the region.
• Value Selling: Match prospect pain points to specific value propositions across various buyer personas, roles, and functions.

Event Strategy & Execution

• Event Collaboration: Collaborate closely with the Sales and Marketing teams to execute high-impact sales events.
• Audience Acquisition: Drive attendance and invites to sales events (both in-person and virtual) through targeted outreach and network leverage.

Data and Process Integrity

• Pipeline Management: Work closely with the Fund Sales team to build a healthy sales pipeline.
• Lead Triage: Respond quickly and efficiently triage leads based on channel and need.
• Data Hygiene: Build and manage sizable lead lists to glean unique insights; ensure data integrity across critical business systems (e.g., Salesforce, Outreach, Marketo).

The Impact You’ll Have

• Language Skills: Native or professional fluency in Cantonese and Mandarin is compulsory for this role to effectively navigate the local market.
• Industry Experience: Prior experience working within Venture Capital or Private Equity in Hong Kong is required. You must understand the local investment landscape.
• Networking Savvy: You are highly proficient at in-person networking and comfortable navigating social situations with senior executives.
• 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.
• Communication: Ability to break down and effectively communicate complex topics.
• Work Authorization: Authorized to work in Hong Kong without sponsorship.

Nice to have:

• Experience managing data in a CRM system (Preferably: Salesforce).
• Proficiencies with Microsoft Office and/or Google Suite (GSuite).
• Experience working at a high-growth software company.

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.