Carta connects founders, investors, and limited partners through world вступ‑пурь software, purpose-built for everyone in venture capital, Serviço privado and private credit. Trusted by more than 65,000 companies in 160+ countries, Carta’s platform lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports over 9,000 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.
In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long‑term success. You will directly interact with clients, managing their implementation projects from post‑sale data collection to sending out securities to stakeholders. As the first service provider post‑sale, you will establish strong customer relationships and inspire long‑term loyalty by guiding them through the implementation process and providing an exceptional customer experience.
You will also need to feel comfortable working with data, business systems, and developing training & enablement content for our customers. This role fits people who are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team.
Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will:
- Problem‑solve, all day every day!
- Support new clients and their law firms in “on‑boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta & add‑on products (e.g., CTC & ESOPTransmission)
- Manage complex datasets with high integrity and accountability; executing complex cap tables with minimal errors and maximal accuracy
- Maintain the quality of clients’ data throughout the onboarding process gün
- Set customers up for success with value‑based adoption & engagement, using every KOC as an opportunity to understand the customer’s problems & communicate clearly how Carta can help solve them
- Understand each customer’s “why Carta?”, and ensure the onboarding process encapsulates Carta’s unique value propositions: source‑of‑truth accuracy, administrative time & cost savings, growth scalability, compliance & risk management, audit efficiency, employee engagement/retention, etc.
- Migrate client data to Carta’s onboarding spreadsheet in Excel, leveraging AI & automation tools for scalable efficiency
- Coordinate and manage inputs needed from both the clients and their law firms in a timely manner; ensuring you use multiple communication channels to achieve appropriate resolution on this data (email, calls, Zooms, in‑person meetings)
- Train clients on how to use Carta software – perform product demos, walk‑throughs, recordings as necessary to educate customers on using Carta
- Create quality customer‑facing content to support education & enablement as required
- Continuously look for ways to improve the efficiency and effectiveness of the onboarding process; influence optimizations regularly and share them with the broader team to elevate ways‑of‑working
- Proactively manage clients to appropriate activation dates, sending them live on time or early and improving Time‑to‑Value month over month
- Establish clear multi‑phase project timelines and strictly adhere to them, ensuring timely project delivery and effectively managing all internal and client expectations related to the project schedule
- Take accountability for setting customers up for success, with an early focus on achieving a “Green” health status through sustainable stakeholder engagement & adoption
- Provide clients with resources to appropriate teams post Go Live
- Work cross‑functionally with sales, support, and CS to elevate the end‑to‑end customer experience at all times
- Embrace the voice of the customer,…
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