Deal Desk Analyst

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.

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. Carta operates in multiple business units and closes a variety of deals with customers every day. Each deal grows the highly visible ARR (annual recurring revenue) metric and has impacts on revenue accounting, billing and collections, and our legal relationship with the customer.

As a Deal Desk Analyst, you’ll work to: 

• Assist the sales team with the creation of customer contracts, quotes, and subscriptions
• Work in Salesforce.com and other customer management tools to review bookings and ensure key data points are accurate 
• Analyze the impact to ARR of new and upsell deals closed
• Assist in implementing new quoting and contract management systems
• Review and sign customer contracts and order forms to ensure compliance with the Carta MSA and internal policies
• Manage approval process for non-standard contract and billing terms and pricing / discounts
• Identify custom terms that can impact revenue recognition and help to resolve with the revenue accounting team
• Create internal documentation to help guide our sales team and give them the information they need to work within Carta policy
• Participate cross functionally in the roll-out of new product offerings
• Work to implement team strategies that increase automation of the ARR reporting process leveraging new and existing subscription management tools

The Team You'll Work With

You’ll be joining our Deal Desk team as a member of the finance and accounting organization and will interact heavily with the Sales, Legal and Customer Success teams. This role will have a high level of visibility in the sales and billing process with end-to-end responsibilities in executing contracts.

About You

This role will have the opportunity to increase the availability of information of Carta’s ARR, enabling quicker decisions based on recent sales data, and help to streamline standard Deal Desk Processes in a fast-growing company. You will also help us to create more efficiency around the contracting process, creating a more streamlined experience for our sales team and ensuring that we are able to bill, collect, and appropriately recognize revenue for customers across our business units.

You will be successful in this role if you:

• Have a knowledge of finance, revenue accounting, and sales operations
• Have at least 2+ years experience managing order-to-cash processes
• Have used tools like Salesforce.com and/or a CPQ system
• Proficiency with Google Sheets/Microsoft Excel
• Are experienced with billing, subscription, and contract management systems
• Are comfortable with a fast-paced environment that includes adhering to SLAs and high volume interactions with both people and systems
• Have experience effectively communicating complex processes or workflows to many different levels of stakeholders  
• Have implemented new systems or automated processes
• Have strong organizational and process-building skills

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. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

Please submit your resume/CV in English

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.