Sales Development Representative Legal Services
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own outbound prospecting through LinkedIn, cold calling, and digital outreach to identify legal leaders, fund managers, and asset managers, spark conversations, and book qualified meetings. You will build prospect lists, maintain CRM records, prepare sales materials, and monitor market and competitor activity.
Requirements
- 1+ years of experience in a B2B sales role
- B2B prospecting experience
- Cold outreach experience
- Strong communication skills
- CRM and sales tracking tool knowledge
- Pipeline management skills
Responsibilities
- Own outbound prospecting through LinkedIn, cold calling, and digital outreach
- Identify target prospects and book qualified meetings
- Develop researched prospect target lists
- Maintain accurate CRM records of sales activity and client interactions
- Prepare sales collateral and presentations
- Monitor industry trends, competitor activity, and market developments
Benefits
- Equity for all full-time roles
- Exceptional benefits
- Commission plans for applicable roles
