Related skills
software sales saas google sheets lead generation excel📋 Description
- Source and qualify leads across PE-backed firms
- Become an expert on Carta’s product and PE concepts
- Maintain engagement with new and existing leads
- Collaborate with cross-functional teams to optimize funnel
- Engage prospects via phone or Zoom to drive conversations
- Execute cold outreach campaigns to PE finance leaders
🎯 Requirements
- Personal accountability with continuous improvement
- Grit and resilience in the face of rejection
- Coachable with a strong desire to learn FinTech
- Emotional intelligence for meaningful customer conversations
- Customer-facing experience in high-volume roles
- Experience using Excel or Google Sheets for analysis
🎁 Benefits
- Equity for all full-time roles
- Exceptional benefits
- Ongoing training on Carta software and private market finance
- Internal promotion opportunities
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