PE LLC Implementations Specialist

Carta • New York City, NY

7d

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 an implementations specialist on the PE/LLC 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. We 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 and 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.

Requirements

• 3+ years of finance or accounting experience
• Familiarity with complex capital structures
• Demonstrated ability to communicate with C-Suite clients with a high degree of empathy and confidentiality
• Demonstrated ability to solve ambiguous problems and offer creative solutions to meet customer needs
• Can exhibit diplomacy, tact, and poise under pressure when working through customer issues
• Strong project management skills and a high level of organization - must be able to manage multiple onboarding projects at a time, while providing timely follow up to clients
• Proficient in Excel and have experience with CRMs (Preferably: Salesforce)
• Experience learning new technologies, platforms, and systems

Responsibilities

• Effectively manage complex projects from inception to completion
• Implement multi-phased projects and apply project management best practices
• Understand complex equity structures and represent them on the platform
• Deliver white-glove customer service while fostering meaningful relationships with our clients to ensure that they get maximum value from our software
• Manage complex datasets with high integrity
• Train clients on how to use Carta LLC Software
• Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
• Serve as a technical product expert to respond to queries from clients and other internal departments, collaborating with Engineering and Product teams when necessary
• Identify, recommend, test, and implement operational procedure improvements and take on additional projects to drive product improvement
• Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation

Benefits

• Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees