Carta · 3 months ago
Implementations Project Manager, Fund Admin
Sandy, UT
Full-time
Onsite
Mid Level
$81K/yr - $85K/yrCarta is a company that connects founders, investors, and limited partners through innovative software designed for the private capital markets. As an Implementations Project Manager, you will support new Investor Services customers by managing the on-boarding process and ensuring operational excellence while collaborating with various teams to enhance the customer experience.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta – i.e., implementation of client’s limited partners list, investments, capitalization table and securities
Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta
Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process
Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation
Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients
Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
Work closely with product and engineering to improve the on-boarding experience for customers
Qualification
Required
Proven success in a project management capacity
Ability to interpret a story through unstructured data
Experience working with financial data and information
Great people skills – high degree of empathy and great communication skills
Experience working with clients
Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success
Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
Interested in working with enterprise software
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Founded in 2012
1001-5000 employees
H1B Sponsorship
Carta has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
globalventuring.com
2025-12-09
Company data provided by crunchbase