About The Position

Carta is hiring a Procurement Operations Specialist for its Procurement Team, which helps the company make purchases quickly, safely, and on good terms. The role keeps purchase requests, approvals, and contract signatures moving; handles straightforward purchases from quote through signed agreement; investigates supplier issues; and builds AI-enabled workflows to reduce cycle time and manual work. The specialist also owns process and system projects, including improvements to Carta’s procurement platform, Zip, and supports procurement managers across the team. The position reports to the Head of Procurement. The successful candidate is motivated, adaptable in a fast-paced environment, organized, and an excellent communicator, with an understanding of sourcing and procurement concepts. The role is intended for someone who follows through, enjoys improving processes, and is curious about AI.

Requirements

  • At least 3 years of experience in procurement, sourcing, or vendor management.
  • Working knowledge of procure-to-pay processes and how agreements, approvals, purchase orders, invoices, and payments connect.
  • Experience investigating a discrepancy and resolving it with Accounts Payable.
  • Hands-on experience improving a workflow using AI tools or automation, with an example of what was built and what improved.
  • Working knowledge of contract negotiation and sourcing sufficient to handle lower-risk purchases.
  • Strong project management skills and ability to keep many tasks moving at once.
  • A service mindset, including responsiveness, clear communication, and sound judgment with incomplete information or urgent requests.
  • Comfort working with data, spreadsheets, and procurement or finance systems.

Nice To Haves

  • Technology/software or marketing sourcing experience.
  • Bachelor’s degree in Operations, Supply Chain Management, Information Systems, or Industrial Engineering.
  • Experience in financial services, such as fintech, banking, or broker-dealer.
  • Experience administering a procurement platform such as Zip.
  • Experience with no-code or low-code automation tools.
  • Experience training employees on procurement systems and processes.
  • Exposure to mergers and acquisitions activity.

Responsibilities

  • Keep purchase requests, approvals, and contract signatures moving, and follow up on stalled items.
  • Keep contracts, purchase orders, and system records synchronized when scope, term, or value changes.
  • Investigate supplier issues across contracts, purchase orders, invoices, and payments, and secure a resolution.
  • Run straightforward purchases—including software, consulting, marketing, events, hotels, and office purchases—from quote to signed agreement.
  • Build, test, and maintain AI-enabled workflows that reduce cycle time and manual work.
  • Own process and system projects, including improvements to the procurement platform, Zip.
  • Track cycle time, rework, and time saved, and use results to select the next improvement.
  • Support procurement managers across the team.
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