The Company You'll Join
Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.
Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta's platform manages nearly three trillion dollars in equity globally.
For more information about our offices and culture, check out our Carta careers page.
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The Problems You'll Solve
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. 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:
- 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
- Migrate and maintain the quality of clients Data to Carta's Onboarding Spreadsheet in Excel
- Coordinate and manage inputs needed from both the clients and their law firms
- Train clients on how to use Carta Software: You feel comfortable working with data, business systems, and developing training content for our customers.
- Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
- Work closely with product, engineering and our internal implementations leaders to improve the experience for our customers
The Team You'll Work With
Carta is looking for an Implementation Specialist to join our Rio SMB/MM Team as part of our larger Delivery team. 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.
About You:
- You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)
- You are eager to learn or have experience working with: Mixmax, Talkdesk, and Guru
- You have strong project management and organization skills - must be able to manage multiple on-boardings (40+) at a time
- You are familiar or will become familiar with Private Equity and Capitalization
- You have great people skills and a high degree of empathy
- You have the ability to work cross-functionally with teams
- You embrace change and constantly seek ways to better your process and your team
- You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues
- Knowledge of finance and accounting is a plus
- Experience working at a high-growth software company is a plus
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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