Get AI-powered advice on this job and more exclusive features.The Company You’ll JoinCarta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity, and private credit.Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 SolveAt 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, You’ll Work To Build Strong Relationships With Our LLC And PE-backed Customers, Deliver Best-in-class Service To Our Customers, And Be The Voice Of Our Customers To Our Product Partners. You’ll AlsoEffectively manage complex projects from inception to completionImplement multi-phased projects and apply project management best practices.Understand complex equity structures and represent them on the platformDeliver white-glove customer service while fostering meaningful relationships with our clients to ensure that they get maximum value from our softwareManage complex datasets with high integrityTrain clients on how to use Carta LLC Software.Continuously look for ways to improve the efficiency and effectiveness of the onboarding processServe 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 necessaryIdentify, recommend, test, and implement operational procedure improvements and take on additional projects to drive product improvement, engages with product teams as necessaryContribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentationThe Team You’ll Work WithWe founded Carta LLC in 2019 with a mission to expand Carta’s total addressable market and acquire more nodes in the ownership graph outside Venture.Carta LLC is Carta’s first step into alternative assets including Private Equity, Real Estate, Professional Services Organizations, Roll-ups, and other non-tech operating companies. To do this, Carta LLC must support the disparate equity structures, heavier reliance on documents, and multi-entity structures we see in these companies.The Implementations team is responsible for onboarding LLCs or PE-backed 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 YouYou 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 issuesYou care deeply, genuinely, and passionately about client services. You have great people skills and a high degree of empathyYou 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 issuesYou have strong project management skills - must 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 C-Suite clients.You are familiar or will become familiar with Private Equity, Capitalization, and LLCKnowledge of finance and accounting is a plus. Experience learning new technologies, platforms, and systems is also a plusDisclosuresWe 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, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionManagement and ManufacturingIndustriesTechnology, Information and Internet and Financial Services
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