Implementations Lead LP Portfolio Analytics

Rio de Janeiro - Brazil

Monthly Salary: Not Disclosed

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

As the Rio Implementations Lead you will bridge the gap between technical execution and local team leadership. You will become an expert in private markets data and use that knowledge to implement our clients onto the Carta LPPA software setting them up for long-term success.

As a technical specialist you will: Directly interact with clients managing implementation projects from post-sale requirements gathering to final system setup.

Extract the first tranches of data from documents and hand them off to the LPPA MDS team or the clients directly.
Train clients remotely over video conferencing and answer technical questions regarding LPPA software and setup via email or quick calls.
Establish strong customer relationships as the first post-sale service provider inspiring long-term loyalty through a smooth onboarding process.
Work comfortably with data and business systems to develop training content for customers.
Think creatively to find software solutions for both equity and user problems.

As the local lead and future manager you will be responsible for HR-based initiatives including:

Overseeing onboarding learning and development for the local team.
Encouraging career growth and performance from both a professional and metrics-driven perspective.
Reviewing team and individual performance metrics to provide strategic recommendations to senior leadership.
Leading the execution of strategic initiatives such as new processes systems and tools across the local department.
Collaborating cross-functionally to identify customer pain points and provide product improvement recommendations to ensure a magical customer experience.

The Team Youll Join

You will be the first service provider post-sale joining a high-growth environment where you will eventually lead a team of Support Analysts and Specialists. You will work closely with product engineering and internal implementations leaders to constantly improve the onboarding experience and service models for new customer types.

About You

Communication: Fluent in English with strong written and verbal communication skills; able to articulate complex concepts clearly.
Organization: Highly organized with extreme attention to detail capable of balancing multiple active projects with competing priorities.
Client-Centric: You care deeply about client services and exhibit diplomacy tact and poise when communicating with customers under pressure.
Technical Proficiency: Proficient in Excel and experienced with CRMs (preferably Salesforce).
Analytical Mindset: Able to independently identify problems perform root cause analysis and execute action plans.
Adaptability: Flexible resilient and comfortable dealing with uncertainties or ambiguous situations.
Leadership Traits: Proactive ambitious and a self-starter who takes ownership and empowers teammates to improve.
Experience (Plus): Knowledge of finance and accounting or experience working at a high-growth software company.

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 seePrivacy CA 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

The Company Youll JoinCarta 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 c...