About The Position

Carta is hiring a Procurement Operations Specialist to help its Procurement Team keep purchasing work moving and improve how the company buys goods and services. The role manages purchase requests, approvals, and signatures; keeps contracts, purchase orders, and system records aligned; investigates supplier issues involving contracts, invoices, or payments; and runs straightforward purchases from quote through signed agreement. The specialist will also build, test, and maintain AI-enabled workflows to reduce cycle time and manual work, own process and system projects such as improvements to the Zip procurement platform, and track cycle time, rework, and time saved to guide further improvements. The position supports procurement managers and reports to the Head of Procurement. Carta seeks someone motivated to grow in procurement, adaptable in a fast-paced environment, organized, communicative, and familiar with sourcing and procurement concepts.

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 with 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 the ability to keep many tasks moving at once.
  • A service mindset, responsive and clear communication, and good judgment when information is incomplete or requests are urgent.
  • Comfort working with data, spreadsheets, and procurement or finance systems.

Nice To Haves

  • Technology/software or marketing sourcing experience.
  • A 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 in sync 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 the results to select further improvements.
  • Support procurement managers across the team.
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