Implementations Specialist

<div class="content-intro"><h2>The Company You’ll Join</h2> <p>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.</p> <p>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.</p> <p>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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. </p> <p>For more information about our offices and culture, check out our <a href="https://carta.com/careers/">Carta careers page</a>.</p></div><h2><strong>The Problems You’ll Solve</strong></h2> <p><span style="font-weight: 400;">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. </span><span style="font-weight: 400;">As an implementations specialist, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will work to:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Establish strong customer relationships and inspire long-term loyalty by providing a high quality and timely on-boarding process as the first service provider post-sale</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Migrate and maintain the quality of clients Data to Carta’s Onboarding Spreadsheet in Excel</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Coordinate and manage inputs needed from both the clients and their law firms</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Train clients on how to use Carta Software: </span><span style="font-weight: 400;">You feel comfortable working with data, business systems, and developing training content for our customers.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Work closely with product, engineering and our internal implementations leaders to improve the experience for our customers</span></li> </ul> <h2><strong>The Team You’ll Work With</strong></h2> <p>Carta is looking for an Implementation Specialist to join our Rio SMB/MM Team as part of our larger Delivery team. <span style="font-weight: 400;">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.</span></p> <h2><strong>About You:</strong></h2> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">You are eager to learn or have experience working with: Mixmax, Talkdesk, and Guru</span></li> <li style= ... (truncated, view full listing at source)