Carta · 1 day ago
PE LLC Implementations Specialist
NYC Metro Area
Full-time
Onsite
Mid Level
$95K/yr - $112K/yr
3+ years expCarta is a company that connects founders, investors, and limited partners through world-class software designed for venture capital and private equity. As an Implementations Specialist on the PE/LLC Team, you will manage complex projects, deliver exceptional customer service, and ensure clients maximize the value of Carta’s software while fostering strong relationships with them.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Effectively manage complex projects from inception to completion
Implement multi-phased projects and apply project management best practices
Understand complex equity structures and represent them on the platform
Deliver white-glove customer service while fostering meaningful relationships with our clients to ensure that they get maximum value from our software
Manage complex datasets with high integrity
Train clients on how to use Carta LLC Software
Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
Serve as a technical product expert to respond to queries from clients and other internal departments, collaborating with Engineering and Product teams when necessary
Identify, recommend, test, and implement operational procedure improvements and take on additional projects to drive product improvement
Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation
Qualification
Required
3+ years of finance or accounting experience
Familiarity with complex capital structures
Demonstrated ability to communicate with C-Suite clients with a high degree of empathy and confidentiality
Demonstrated ability to solve ambiguous problems and offer creative solutions to meet customer needs
Can exhibit diplomacy, tact, and poise under pressure when working through customer issues
Strong project management skills and a high level of organization - must be able to manage multiple onboarding projects at a time, while providing timely follow up to clients
Proficient in Excel and have experience with CRMs (Preferably: Salesforce)
Experience learning new technologies, platforms, and systems
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.
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