Implementations Project Manager II

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Solve

In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta Europe 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 and enabling our customers to independently use our software. 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. You will also need to feel comfortable working with data, business systems, and developing training 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:

• Support new clients in “on-boarding” them onto Carta Europe – i.e., implementation of client’s capitalization table and securities on Carta

• Manage complex datasets with high integrity

• Migrate client data to Carta Europe’s import file in Excel.

• Coordinate and manage inputs needed from client stakeholders. This might involve working client law firms

• Maintain the quality of clients’ data throughout the onboarding process

• Train clients on how to use Carta Europe Software.

• Continuously look for ways to improve the efficiency and effectiveness of the onboarding process

• You will proactively manage your clients to dates, activating their account on time and improve your time to value month over month.

• Give your clients resources to appropriate teams post-activation.

• Work closely with product, engineering and our internal implementations leaders to improve the on-boarding experience for our customers.

• Have the opportunities to work on potentially cross-functional side projects in addition to your core function onboarding new accounts, learning to deliver new services.

The Impact You’ll Have

• You have working knowledge of Excel and Google Sheets

• You have strong project management skills-must be able to manage multiple projects (25+) at a time, while providing timely follow up to clients

• You are data-savvy and enjoy working with large datasets

• You are familiar or want to become familiar with private equity, VC-backed companies and capitalization

• You are flexible, adaptive, and resilient

• You have great people skills and a high degree of empathy

• You have great communication skills

• You are highly organized and can manage a group of C-suite clients

• You can work cross-functionally with teams

• You can deal with uncertainties and ambiguous situations

• You can maintain confidentiality as required by customers

• You are ambitious, proactive, a self-starter, helpful and resourceful

• You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues

• *Knowledge of finance and accounting is a plus

• *Experience working at a high-growth software company is a plus

• *Experience in customer-facing roles is a plus

Please note - this role is located in either Rio de Janeiro or London. Applicants must be authorized to work in one of those locations as we are not able to provide work authorization for this role.

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 [email protected].