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Carta · 19 hours ago

Client Partner

NYC Metro Area

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Carta is a company that connects founders, investors, and limited partners through innovative software designed for venture capital and private equity. As a Client Partner, you will ensure successful onboarding and adoption of the Carta platform, manage complex data migrations, and serve as a trusted advisor to clients, helping them maximize their investment in the technology.

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware

Comp. & Benefits

Responsibilities

Ensure successful onboarding, adoption, and daily usage by new clients to the Carta platform. This includes managing complex data migrations, configuring platform features for client-specific needs, and ensuring operational readiness through parallel testing

Prior to implementation, you’ll support Go to Market team as a subject matter expert on the platform and delivery offering —guiding them through technical questions, fund accounting best practices, and software optimization based on their workflows

With your deep understanding of both fund accounting and client service, you’ll transform challenges into structured implementation strategies, develop training experiences that increase platform fluency, and serve as a trusted advisor in helping clients maximize their investment in the technology

Lead full-cycle onboarding and implementation of fund clients onto our proprietary fund accounting platform inclusive of managing weekly cadence call

Own data conversion and migration processes alongside the Implementations team, including historical trial balance reconciliation

Customize platform setup for client-specific fund structures, including reporting, fee calculations, and waterfall modeling while working with relevant functional teams

Conduct and analyze parallel testing to ensure reporting and calculations are accurate before go-live

Develop training tools and sessions for both external clients and internal stakeholders; serve as a knowledge partner for cross-functional teams

Qualification

Fund accounting experienceTechnical understanding of fund structuresClient relationship managementExcel skillsCarta GL expertiseProblem solvingCross-functional collaboration

Required

4+ years of fund accounting experience within private equity, venture capital, or fund administration environments

Strong technical understanding of fund structures, management/performance fees, NAV calculations, and capital account reporting

Comfortable managing client relationships and delivering high-touch customer support

Strong Excel skills and expertise with our Carta GL

A detail-oriented problem solver who enjoys working cross-functionally and proactively

Company

Carta

Glassdoor3.6

Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.

Founded in 2012

San Francisco, California, USA

1001-5000 employees

https://carta.com/

Funding

Current Stage

Late Stage

Total Funding

$1.16B

Key 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

Crowdfund Insider

PE Mega Deals a Good Sign – Carta

2026-01-20

SiliconANGLE

With a mission to simplify startup equity, Carta bags $300M in funding

2026-01-19

tsvcap.com

TSVC’s 4th Unicorn: Carta Raises $300M Series E with $1.7B Valuation

2026-01-19

Company data provided by crunchbase