Implementations Specialist

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. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.

For more information about our offices and culture, check out our Carta careers page.

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.

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.

• You are proficient in Excel and have experience with CRMs (Preferably: Salesforce).
• You are eager to learn or have experience working with: Mixmax, Talkdesk, and Guru.
• You have strong project management and organization skills - must be able to manage multiple on-boardings (40+) at a time.
• You are familiar or will become familiar with Private Equity and Capitalization.
• You have great people skills and a high degree of empathy.
• You have the ability to work cross-functionally with teams.
• You embrace change and constantly seek ways to better your process and your team.
• 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.

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.

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from an @carta.com domain.