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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. 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Team You’ll Work With

Carta is looking for an Implementations Specialist to join the Enterprise team. This team is responsible for onboarding new corporate customers, gathering historical data, and working closely with engineering and product to improve the onboarding experience. You will be part of a team that is crucial in building strong, long-term relationships with new clients by ensuring a smooth and efficient implementation process.

The Problems You’ll Solve

As an Implementations Specialist you will become an equity expert and 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 Specialists 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 working directly with enterprise clients
  • Microsoft Excel Wizard; fluent in index matching, VLOOKUPS, & manipulating hundreds of lines of data
  • 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
  • Knowledge of finance and accounting (nice to have)
  • Knowledge of equity and capitalization (nice to have)

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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