Implementations Project Manager, Fund Admin

Carta • Sandy, UT

99d • $81,000 - $85,000

About The Position

As an Implementations Project Manager, you will focus efforts on supporting new Investor Services customers in their journey into Carta services. You will drive operational excellence within our fast-growing Investor Services business by coordinating, facilitating and managing on-boarding activities that are critical to achieving success for both our customers and Carta within a tight deadline. Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta – i.e., implementation of client’s limited partners list, investments, capitalization table and securities. Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta. Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process. Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation. Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients. Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process. Work closely with product and engineering to improve the on-boarding experience for customers.

Requirements

• Proven success in a project management capacity.
• Ability to interpret a story through unstructured data.
• Experience working with financial data and information.
• Great people skills – high degree of empathy and great communication skills.
• Experience working with clients.
• Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success.
• Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously.
• Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements.
• Interested in working with enterprise software.

Responsibilities

• Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta.
• Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta.
• Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process.
• Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation.
• Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients.
• Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.
• Work closely with product and engineering to improve the on-boarding experience for customers.

Benefits

• Market competitive salary.
• Equity for all full-time roles.
• Exceptional benefits.
• Commission plans for applicable roles.

What This Job Offers

• Job Type: Full-time
• Number of Employees: 1,001-5,000 employees