Implementations Specialist
Implementations Specialist
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Job Description
The Company Youll Join
Carta connects founders investors and limited partners through worldclass software purposebuilt for everyone in venture capital private equity and private credit.
Cartas fund administration platform supports nearly 7000 funds and SPVs representing $150B in assets under administration 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 creating the endtoend ERP platform for private markets. Traditional ERP solutions dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that its 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 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 you will become an equity expert and use that knowledge to implement our clients onto the Carta software setting them up for longterm success. You will work to:
- Establish strong customer relationships and inspire longterm loyalty by providing a high quality and timely onboarding process as the first service provider postsale
- Migrate and maintain the quality of clients Data to Cartas Onboarding Spreadsheet in Excel
- Coordinate and manage inputs needed from both the clients and their law firms
- Train clients on how to use Carta Software: You feel comfortable working with data business systems and developing training content for our customers.
- Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
- Work closely with product engineering and our internal implementations leaders to improve the experience for our customers
The Team Youll Work With
Carta is looking for an Implementation Specialist to join our Rio SMB/MM Team as part of our larger Delivery team. Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software customers and the business value we deliver. Ideal candidates will have a strong passion for financial services building customer relationships project delivery and analytical problem solving.
About You:
- You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)
- You have prior experience working in a highvolume customer facing role
- You possess project management skills including time management and organization. You must be able to actively manage multiple projects (40) at a time
- You have great communication skills and can communicate with CSuite clients with a high degree of empathy and confidentiality
- You have the ability to work crossfunctionally with teams
- You are flexible and resourceful in situations of ambiguity
- You seek to provide the best experience for your clients and can be levelheaded and poised under pressure with customer issues
Nice to Have:
- Knowledge of finance and accounting is a plus
- Experience working at a highgrowth software company is a plus
- Experience working with Mixmax Talkdesk and Guru
- Experience with Private Equity and Capitalization
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.
- For information on our data privacy policies seePrivacyCA Candidate Privacy and Brazil Transparency Report.
- Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to
Required Experience:
Unclear Seniority
Employment Type
Full Time
