Sales Development Representative, Investors

Carta Carta · Fintech · Hong Kong · Sales Development

This role is for a Sales Development Representative at Carta, a fintech company focused on private markets infrastructure. The role involves generating business demand, building partner relationships, and executing event strategies to drive pipeline for the Fund Administration and Private Equity Sales team in Hong Kong. It requires fluency in Cantonese and Mandarin, and prior experience in Venture Capital or Private Equity in Hong Kong.

What you'd actually do

  1. Identify the Ideal Customer Profile (ICP) and prospect via multiple channels (Email, Phone, LinkedIn) to drive the overall company pipeline.
  2. 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.
  3. Act as a brand ambassador by aggressively networking in person within the Hong Kong financial and tech community.
  4. Create and manage outreach campaigns to CFOs and GPs at Venture Capital and Private Equity firms in the region.
  5. Match prospect pain points to specific value propositions across various buyer personas, roles, and functions.

Skills

Required

  • Native or professional fluency in Cantonese and Mandarin
  • Prior experience working within Venture Capital or Private Equity in Hong Kong
  • Highly proficient at in-person networking
  • Ambitious, driven, and fearless in the face of rejection
  • Tremendous desire to constantly improve
  • Ability to read emotional cues, understand a customer’s needs, and navigate a conversation with meaningful solutions
  • Experience working in a high-volume customer-facing role
  • Able to professionally communicate with founders, CEOs, and senior executives
  • Ability to break down and effectively communicate complex topics
  • 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

What the JD emphasized

  • Native or professional fluency in Cantonese and Mandarin is compulsory for this role to effectively navigate the local market.
  • Prior experience working within Venture Capital or Private Equity in Hong Kong is required. You must understand the local investment landscape.