Business Systems Technical Analyst, CLM Administrator

Business Systems Technical Analyst, CLM Administrator

The Company You’ll Join

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.

Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets.

As a CLM (Contract Lifecycle Management) Admin, you’ll work to:

• Collaborate with cross-functional teams (Legal, Sales, Finance, Procurement, IT, etc.) to gather and document requirements for CLM enhancements
• Analyze business needs to define functional and technical specifications for system updates
• Ensure alignment between contract workflows, approvals, and compliance requirements
• Configure and manage CLM workflows, approval processes, contract templates, data mapping, clauses, redlining, and automation
• Oversee the implementation of new features and enhancements within the CLM platform
• Support CLM system integrations with Salesforce and other tools
• Develop and execute unit test cases for CLM enhancements to ensure functionality meets business needs
• Coordinate User Acceptance Testing (UAT) with business stakeholders and resolve issues before deployment
• Manage CLM deployment to production, ensuring version control of contract templates and minimal business disruption
• Provide post-implementation support, troubleshoot issues, and collect feedback for continuous improvements
• Act as a point of contact for CLM-related queries, ensuring smooth contract execution
• Continuously improve contract workflows to enhance efficiency and reduce turnaround times

The Team You'll Work With

You’ll be joining our Business Systems Team, which is responsible for building, managing, and optimizing technology across every aspect of product sales and operational support at Carta. We focus on long-term success by optimizing processes for both internal teams and customers.

About You

• 3+ years of experience working with contract lifecycle management tools collaborating with deal desk, legal operations, or sales operations teams
• Experience with Conga CLM or similar CLM solutions
• Knowledge of contract template setup, data field mapping between CLM platforms and integrated systems, clause libraries, and version control for document automation
• Advanced proficiency in Microsoft Word, including advanced formatting, styles, and automation features
• Basic knowledge of Salesforce Admin and SOQL (Salesforce Object Query Language)
• Strong understanding of contract structures, clauses, redlining, and approval processes
• Excellent teamwork skills with a positive attitude
• Demonstrated ability to meet deadlines, handle, and prioritize multiple requests simultaneously
• Creative and analytical thinker with strong problem-solving skills

Preferred but not required

• Bachelor’s degree in Business, Legal Studies, Finance, or a related field (or equivalent experience)
• Experience with DocuSign, Adobe Sign, Conga Sign, and their integration with CLM platforms
• Proficiency with tools like Conga Composer for automated document generation

At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional, and kind; representing Carta’s Identity Traits.

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.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain.

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