Website Carta
About Carta
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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
Job Summary
In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta Europe software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders and enabling our customers to independently use our software. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process. You will also need to feel comfortable working with data, business systems, and developing training content for our customers. 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.
Key Responsibilities
- Support new clients in “on-boarding” them onto Carta Europe – i.e., implementation of client’s capitalization table and securities on Carta
- Manage complex datasets with high integrity
- Migrate client data to Carta Europe’s import file in Excel
- Coordinate and manage inputs needed from client stakeholders, which might involve working with client law firms
- Maintain the quality of clients’ data throughout the onboarding process
- Train clients on the software
To apply for this job please visit job-boards.greenhouse.io.