Solutions Engineer

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

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. As a Solutions Engineer, you’ll work to:

• Own technical discovery for large deals – engaging CFOs, controllers, and GCs in Carta’s ERP workflows.
• Lead complex solution design, tying Carta’s multi-product suite (cap table, waterfall, valuations, FA) into prospect business cases.
• Run proof-of-concept engagements that validate Carta’s ability to deliver on nuanced financial workflows.
• Mentor and coach other SEs in demo delivery, objection handling, and product expertise.
• Drive competitive positioning by mapping Carta’s differentiators vs. legacy FA tools, point solutions, and manual Excel processes.
• Partner with Delivery and Product to ensure closed-loop solutioning: what we sell matches what we deliver.

The Team You’ll Work With

As a Solutions Engineer at Carta, you will be part of a high-impact team that partners with Account Executives and Client Partners across segments to drive our most important sales opportunities. You’ll collaborate closely with Sales, Enablement, Strategy, Product, and Delivery teams to act as a trusted technical advisor throughout the sales cycle. Your role will focus on deeply understanding customer needs, designing solutions that showcase the full breadth of Carta’s capabilities, and guiding prospects through proof-of-concept engagements that demonstrate the value of our platform. You’ll play a critical part in advancing Carta’s ERP vision, delivering integrated solutions that connect equity, fund administration, compliance, and emerging workflows into one seamless system for our customers.