Sales Development Representative, Investors

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.