Implementations Specialist

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As an implementations specialist, 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 work to:

• Establish strong customer relationships and inspire long-term loyalty by providing a high quality and timely on-boarding process as the first service provider post-sale

• Migrate and maintain the quality of clients Data to Carta’s Onboarding Spreadsheet in Excel

• Coordinate and manage inputs needed from both the clients and their law firms

• Train clients on how to use Carta Software: You feel comfortable working with data, business systems, and developing training content for our customers.

• Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process

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

The Team You’ll Work With

Carta is looking for an Implementation Specialist to join our Rio SMB/MM Team as part of our larger Delivery 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.

About You:

• You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)

• You have prior experience working in a high-volume, customer facing role

• You possess project management skills, including time management and organization. You must be able to actively manage multiple projects (40+) at a time

• You have great communication skills and can communicate with C-Suite clients with a high degree of empathy and confidentiality

• You have the ability to work cross-functionally with teams

• You are flexible and resourceful in situations of ambiguity

• You seek to provide the best experience for your clients, and can be level-headed and poised under pressure with customer issues

Nice to Have:

• Knowledge of finance and accounting is a plus

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

• Experience working with Mixmax, Talkdesk and Guru

• Experience with Private Equity and Capitalization

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].