Senior Implementations Specialist
Apply NowCompany: Carta
Location: Sandy, UT 84092
Description:
The Company You'll Join
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
In this role as an equity expert, you'll use your knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process. You will also flex your skills working with data, business systems, and developing training content for our customers. Successful Senior Implementations Managers embrace change and constantly seek ways to better their process and their team.
The Team You'll Join
Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will:
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
In this role as an equity expert, you'll use your knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process. You will also flex your skills working with data, business systems, and developing training content for our customers. Successful Senior Implementations Managers embrace change and constantly seek ways to better their process and their team.
The Team You'll Join
Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will:
- Support new clients and their law firms through Implementation on Carta - from kickoff call to activation (go-live)
- Manage complex datasets with high integrity
- Migrate client data to Carta's Onboarding Spreadsheet in Excel.
- Coordinate and manage inputs needed from both the clients and their law firms, using Excel and the Carta platform in Setup Mode
- Maintain the quality of clients' data throughout the on-boarding process
- Train users on how to navigate and manage their company on the Carta platform
- Continuously look for ways to improve the the onboarding process - effectove;u using tools and templates to drive efficiency
- Perform Quality Control reviews on company accounts prior to activation
- Proactively manage your process and project due dates, ensuring companies go live on time or early to maximize Time to Value (TTV) outcomes
- Provide your clients with useful resources and connect them with the appropriate teams following activation
- Work closely with product, engineering and our internal implementations leaders to improve the on-boarding experience for our customers
- You have strong project management skills - must be able to manage multiple projects (40+) at a time, while providing timely follow up with clients
- You are capable of managing more complex and ambiguous cases with a sense of ownership and direction, including complex dataset migrations
- You have strong working knowledge of Microsoft Excel and other document/data management tools (Word, PDF, etc.)
- You independently identify problems and drive solutions across the team in alignment with your manager
- You propose, plan, and champion strategic initiatives on behalf of the Implementations org, beyond a single team
- You bring industry best-practices to the table
- You facilitate operational root-cause analyses across multiple teams and influence policy decisions
- You are highly organized and can manage a group of C-Suite company users
- You have the ability to work cross-functionally with teams
- You have the ability to maintain confidentiality as required by customers
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.