Sales Development Representative, Legal Services

Carta Healthcare; New York (NY); On-site; USD 98,347 - 109,995; Full time

Job summary

Carta is seeking a Sales Development Representative – Americas to join our top of funnel efforts and help drive revenue. You’ll be part of a high-visibility team at the commercial frontier, with a clear path into a closing role for the right person.

You will own outbound prospecting, build and maintain target lists, and keep CRM records accurate to support the sales Directors and lead lawyers. This role offers growth and a pathway to advance within the organization.

Qualifications

• A proven B2B prospector.
• A strong communicator who earns credibility fast.
• Organized and self-directed.
• CRM and tools fluent.
• Flexible and growth-oriented. Must be able to work Eastern Time hours (9am–6pm ET), Monday to Friday.

Responsibilities

• Fill the top of the funnel. Own outbound prospecting through LinkedIn, cold calling, and digital outreach — identifying the right targets, sparking conversations, and booking qualified meetings for the Sales Directors.
• Build a pipeline the team can close from. Develop sharp, well-researched prospect target lists that translate into real commercial opportunities.
• Keep the CRM clean and current. Maintain accurate records of all sales activity and client interactions.
• Arm the team with the right materials. Assist in preparing sales collateral and presentations for Carta Law's value proposition with credibility.
• Stay ahead of the market. Monitor industry trends, competitor activity, and market developments to keep outreach timely and relevant.

Skills

B2B sales

Outbound prospecting

CRM proficiency

Communication

Time management

Tools

CRM software

Sales tracking tools

Job description

The 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.

The Team You’ll Work With

You’ll be joining our Americas Sales team. Reporting to the Sales Development Director, you’ll sit at the top of Carta Law's US revenue funnel — working alongside Sales Directors and fellow SDRs to identify and engage the legal leaders, fund managers, and asset managers who need what Carta Law delivers. This is a high-growth, high-visibility role at the commercial frontier of a business that is scaling fast — with a clear progression path from SDR into a full closing role for the right person.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Sales Development Representative – Americas, you’ll work to:

• Fill the top of the funnel. Own outbound prospecting through LinkedIn, cold calling, and digital outreach — identifying the right targets, sparking the right conversations, and booking qualified meetings for the Sales Directors.
• Build a pipeline the team can close from. Collaborate with Sales Directors and fellow SDRs to develop sharp, well-researched prospect target lists that translate into real commercial opportunities.
• Keep the CRM clean and current. Maintain accurate records of all sales activity and client interactions so the team always has a clear, reliable view of pipeline and progress.
• Arm the team with the right materials. Assist in preparing sales collateral and presentations that give Carta Law's value proposition the clarity and credibility it deserves in front of sophisticated legal and fund clients.
• Stay ahead of the market. Monitor industry trends, competitor activity, and market developments so your outreach is timely, relevant, and positioned to land.

About You

• A proven B2B prospector. You have 1+ years of experience recommended in a B2B sales role — you understand the outbound motion, you're comfortable with cold outreach and rejection, and you know how to earn a conversation.
• A strong communicator who earns credibility fast. You can engage effectively with sophisticated prospects — including lawyers, CCOs, and fund partners — and articulate why Carta Law is worth their time, clearly and confidently.
• Organized and self-directed. You manage your own pipeline, prioritize effectively across competing demands, and don't need to be chased to follow up — you're already ahead of it.
• CRM and tools fluent. You have a working understanding of CRM systems and sales tracking tools, and you treat data hygiene as a professional standard, not an afterthought.
• Flexible and growth-oriented. You adapt quickly in a fast-moving environment, collaborate well across functions — including with C-suite and lead lawyers — and you're motivated by the path this role opens up, not just the role itself. Must be able to work Eastern Time hours (9am–6pm ET), Monday to Friday.

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.

• $98,347.20 OTE / ($33.34/hour) - $109,995.20 OTE / ($38.94/hour) in New York City, New York

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 [e-mail].