LLC Implementations Manager
LLC Implementations Manager
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Job Description
The Company Youll Join
Carta develops purposebuilt software that transforms traditional accounting into a powerful growth engine.
Cartas worldclass fund administration platform supports nearly 7000 funds and SPVs and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40000 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 endtoend platform for private markets. Our bestinclass solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed groundup 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 Youll 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 an implementations specialist on the Alt Assets team youll work to build strong relationships with our LLC and PEbacked customers deliver bestinclass service to our customers and be the voice of our customers to our product partners. Youll also:
- Effectively manage complex projects from inception to completion
- Implement multiphased projects and apply project management best practices.
- Understand complex equity structures and represent them on the platform
- Deliver whiteglove customer service while fostering meaningful relationships with our clients to ensure that they get maximum value from our software
- Manage complex datasets with high integrity
- Train clients on how to use Carta LLC Software.
- Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
- Serve as a technical product expert to respond to queries from clients the business and other internal departments collaborating with Engineering Product and Developer teams when necessary
- Identify recommend test and implement operational procedure improvements and take on additional projects to drive product improvement engages with product teams as necessary
- Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship collaboration and thorough documentation
The Team Youll Work With
We founded Carta LLC in 2019 with a mission to expand Cartas total addressable market and acquire more nodes in the ownership graph outside Venture.
Carta LLC is Cartas first step into alternative assets including Private Equity Real Estate Professional Services Organizations Rollups and other nontech operating companies. To do this Carta LLC must support the disparate equity structures heavier reliance on documents and multientity structures we see in these companies.
The Implementations team is responsible for onboarding LLCs or PEbacked companies onto the Carta platform. The team utilizes their advanced equity knowledge with exceptional client and project management skills to onboard companies and their data on the Carta platform.
About You:
- You have a demonstrated ability to solve ambiguous problems and offer creative solutions to meet customer needs. You possess a helpful and professional attitude and can exhibit diplomacy tact and poise under pressure when working through customer issues
- You care deeply genuinely and passionately about client services. You have great people skills and a high degree of empathy
- You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)
- You are able to quickly learn and understand our SaaS platform configuration and troubleshoot system issues
- You have strong project management skillsmust be able to manage multiple onboarding projects 40 at a time while providing timely follow up to clients. You are highly organized and can manage a group of CSuite clients.
- You are familiar or will become familiar with Private Equity Capitalization and LLC
- Knowledge of finance and accounting is a plusExperience learning new technologies platforms and systems is a also plus
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 EVerify in the United States for employment authorization. See the EVerify and Department of Justice websites for more details.
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 @ or @ domain. Report any contact from unapproved domains to
Required Experience:
Manager
Employment Type
Full Time
