Deal Desk Analyst

The Problems You'll Solve

At Carta, our employees embark 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. Carta operates in multiple business units and closes a variety of deals with customers every day. Each deal grows the highly visible ARR (annual recurring revenue) metric and has impacts on revenue accounting, billing and collections, and our legal relationship with the customer.

Some of the responsibilities you'll have are:

• Work in Salesforce.com and other customer management tools to review bookings and ensure key data points are accurate
• Create internal documentation to help guide our sales team and provide them with the information they need to work within Carta policy
• Analyze the impact on ARR of new and upsell deals closed
• Assist in implementing new quoting and contract management systems
• Review and sign customer contracts and order forms to ensure compliance with the Carta MSA and internal policies
• Manage the approval process for non-standard contract and billing terms and pricing/discounts
• Identify custom terms that can impact revenue recognition and help resolve them with the revenue accounting team
• Participate cross-functionally in the roll-out of new product offerings
• Work to implement team strategies that increase automation of the ARR reporting process leveraging new and existing subscription management tools

The Team You'll Work With

You'll be joining our Finance team and accounting organization as a Deal Desk Analyst, interacting heavily with the Sales, Legal, and Customer Success teams. This role will have a high level of visibility in the sales and billing process with end-to-end responsibilities in executing contracts.

About You

You will be successful in this role if you:

• Have knowledge of finance, revenue accounting, and sales operations
• Have at least 2+ years of experience managing order-to-cash processes
• Have used tools like Salesforce.com and/or a CPQ system
• Have proficiency with Google Sheets/Microsoft Excel
• Experience with billing, subscription, and contract management systems
• Comfortable with a fast-paced environment that includes adhering to SLAs and high-volume interactions with both people and systems
• Have experience effectively communicating complex processes or workflows to stakeholders at different levels
• Have implemented new systems or automated processes
• Have strong organizational and process-building skills

At Carta, you're not just an employee. You're a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta's Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets.

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies. We've also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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