Client Partner

Carta•New York, NY

About The Position

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 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 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. 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. For more information about our offices and culture, check out our Carta careers page. 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 a Client Partner, you’ll work to: Ensure successful onboarding, adoption, and daily usage by new clients to the Carta platform. This includes managing complex data migrations, configuring platform features for client-specific needs, and ensuring operational readiness through parallel testing Prior to implementation, you’ll support Go to Market team as a subject matter expert on the platform and delivery offering —guiding them through technical questions, fund accounting best practices, and software optimization based on their workflows With your deep understanding of both fund accounting and client service, you’ll transform challenges into structured implementation strategies, develop training experiences that increase platform fluency, and serve as a trusted advisor in helping clients maximize their investment in the technology You’ll be joining our Client Partner team. This team plays a critical role in driving the success of clients using our next-generation fund accounting platform. Acting as technical experts, relationship managers, and implementation leads, we ensure that clients leave manual, outdated processes behind and embrace a scalable, tech-enabled accounting solution built for alternative asset fund managers. We work closely with Product, Engineering, and Operations to shape the future of fund services.

Requirements

4+ years of fund accounting experience within private equity, venture capital, or fund administration environments
Strong technical understanding of fund structures, management/performance fees, NAV calculations, and capital account reporting
Comfortable managing client relationships and delivering high-touch customer support
Strong Excel skills and expertise with our Carta GL
A detail-oriented problem solver who enjoys working cross-functionally and proactively

Responsibilities

Ensure successful onboarding, adoption, and daily usage by new clients to the Carta platform. This includes managing complex data migrations, configuring platform features for client-specific needs, and ensuring operational readiness through parallel testing
Prior to implementation, you’ll support Go to Market team as a subject matter expert on the platform and delivery offering —guiding them through technical questions, fund accounting best practices, and software optimization based on their workflows
With your deep understanding of both fund accounting and client service, you’ll transform challenges into structured implementation strategies, develop training experiences that increase platform fluency, and serve as a trusted advisor in helping clients maximize their investment in the technology
Lead full-cycle onboarding and implementation of fund clients onto our proprietary fund accounting platform inclusive of managing weekly cadence call
Own data conversion and migration processes alongside the Implementations team, including historical trial balance reconciliation
Customize platform setup for client-specific fund structures, including reporting, fee calculations, and waterfall modeling while working with relevant functional teams
Conduct and analyze parallel testing to ensure reporting and calculations are accurate before go-live
Develop training tools and sessions for both external clients and internal stakeholders; serve as a knowledge partner for cross-functional teams

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