The Company You’ll Join
Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end‑to‑end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Problems You’ll SolveIn this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long‑term success. You will directly interact with clients, managing their implementation projects from post‑sale data collection to sending out securities to stakeholders. As the first service provider post‑sale, you will establish strong customer relationships and inspire long‑term loyalty by guiding them through the implementation process and providing an exceptional customer experience.
You will also need to feel comfortable working with data, business systems, and developing training & enablement content for our customers. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team.
Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will:
- Problem‑solve, all day every day!
- Support new clients and their law firms in “on‑boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta & add‑on products (e.g. CTC & ESOP Advisory)
- Manage complex datasets with high integrity and accountability; executing complex cap tables with minimal errors and maximal accuracy
- Maintain the quality of clients’ data throughout the on‑boarding process
- Set customers up for success with value‑based adoption & engagement, using every KOC as an opportunity to understand the customer’s problems & communicate clearly how Carta can help solve them
- Understanding each customer’s ‘why Carta?’, and ensuring the onboarding process encapsulates Carta’s unique value propositions: source‑of‑truth accuracy, administrative time & cost savings, growth scalability, compliance & risk management, audit efficiency, employee engagement/retention, etc.
- Migrate Clients Data to Carta’s Onboarding Spreadsheet in Excel, leveraging AI & Automation tools for scalable efficiency
- Coordinate and manage inputs needed from both the clients and their law firms in a timely manner; ensuring you take multiple communications channels to achieve appropriate resolution on this data (email, calls, zooms, in‑person meetings)
- Train clients on how to use Carta Software – perform product demos, walk‑throughs, recordings as necessary to educate customers on how to use Carta Software
- Create quality customer‑facing content to support education & enablement as required
- Continuously look for ways to improve the efficiency and effectiveness of the on‑boarding process; you…
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