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Implementations Specialist - Enterprise

Sandy, UT

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. 

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Team You’ll Work With

Carta is looking for an Implementations Project Manager to join the Enterprise team. We are open to candidates in both Salt Lake City and Rio.

The Problems You’ll Solve

As an Implementations Manager you will become an equity expert. You'll use your knowledge to inspire long-term client loyalty by consulting clients through the implementation process. 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.

  • Support new clients and their law firms in “on-boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta
  • Manage large and complex datasets with high attention to detail 
  • Coordinate and manage inputs needed from both the clients and their law firms
  • Maintain the quality of clients’ data throughout the on-boarding process
  • Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
  • Work closely with product and engineering to improve the on-boarding experience for customers

About You

  • Proven success in a software implementations or customer onboarding role with large, enterprise clients
  • Microsoft Excel Wizard; fluent in index matching, VLOOKUPS, & manipulating hundreds of lines of data
  • Knowledge of finance and accounting
  • Knowledge of equity and capitalization
  • You are flexible, adaptive, and resilient
  • Great people skills – high degree of empathy and an ability to communicate information in a timely, appropriate manner to all relevant stakeholders 
  • Ability to work as a team across multiple functional teams 
  • Ability to deal with uncertainties and ambiguous situations
  • Ability to maintain confidentiality as required by customers
  • Ambitious, proactive, self-starter, competitive and resourceful

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 security@carta.com.

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