Solutions Engineer

The Company Youll 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 65000 companies in 160 countries Cartas platform of software and services lays the groundwork so you can build invest and scale with confidence.

Cartas Fund Administration platform supports 9000 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Team Youll Work With

Were looking for talented Solutions Consultants to join our EU Investors team. Our customers are primarily Venture Capital Private Equity and Private Credit Funds. Cartas platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Solutions Consultant team you will collaborate with the Go-To-Market team in their sales process with investment firms to identify and build the best solution for the customer. Our offering includes fund administration services portfolio management investor management investor portal digital KYC and data collection. We offer a tech-focused platform for investment managers to manage their investment portfolio fundraise and manage investor relationships. They are supported by a best in class team of fund accountants that they will work with on a day to day basis.

You will partner closely with the Fund Administration and Product teams to be an expert on our product and service offerings.

You will work with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals. You will also work with established and upmarket fund managers providing consultative advice to help them improve their fund operations and LP communications with Cartas industry leading technology.

The Problems Youll Solve

• Impart confidence and gain trust and faith of the prospects in Cartas holistic fund administration solutions. Tactically entails accompanying the Go-To-Market team on calls with investment firms to understand in depth the customer needs and pain points connect the dots to scope a solution and communicate the business impact to key decision makers.
• Partner closely with all team members of the Fund Admin team (in particular Delivery and Product teams) to lead the technical aspects of sales cycles and partnership conversations. Technical refers to product and fund accounting knowledge (such as financial and equity technicalities including but not limited to waterfall financial reporting analytics etc.).
• Interface (pre sales) with prospects and strategic channel partners to scope requirements and build confidence in Cartas products. Lead technical demos of Carta products. Communication fluency with executives particularly in finance and legal domain is required.
• Provide product and technical financial expertise to drive meaningful progress towards a team quarterly revenue goal.
• Be a key contributor to the Carta product roadmap based on holding in-depth conversations with prospects.
• Partner closely with R&D sales and delivery leadership to achieve technical coaching to all members of the Go-To-Market team as needed.
• Support BD team at partner offsite seminars and events.

About You

(Even if you dont have all of the qualifications weve listed please apply if you believe you could be impactful in this role!)

• You are a qualified accountant with 7 years of experience in accounting or another relevant area such as corporate finance.
• In-depth understanding of fund structures (Private Equity Venture Capital or Private Credit)
• A strong understanding of Venture Capital or Private Equity ideally with regards to back office fund operations and fund administration.
• Proven track record of stakeholder management or client relationship management and excellent communication skills.
• You will have an interest in software products built to solve technical financial problems. You will be interested in talking to prospective customershelping them to build and solve their operational problems.

Nice-to-Haves

• Experience working in a SAAS customer facing role
• Experience in a Fund Accounting / Fund Administration role.
• Knowledge and experience of European Alternative Funds regulations.

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 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