Implementations Project Manager II

Join to apply for the Implementations Project Manager II role at Carta . Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for the venture capital, private equity and private credit ecosystems. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Traditional ERP solutions don’t work for private funds; Carta’s ERP platform replaces outdated spreadsheets and fragmented service providers, creating a new category of software to make private markets look more like public markets. For more information about our offices and culture, check out our Carta careers page. Problems You’ll Solve In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta Europe software, setting them up for long‑term success. You will directly interact with clients, managing their implementation projects from post‑sale data collection to sending out securities to stakeholders and enabling our customers to use our software independently. As the first service provider post‑sale, you will establish strong customer relationships and inspire long‑term loyalty by guiding them through the implementation process. You will also need to feel comfortable working with data, business systems, and developing training content for our customers. This role is a fit for people that are hungry to learn and can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team. Role Responsibilities Support new clients in “on‑boarding” them onto Carta Europe – i.e., implementation of client’s capitalization table and securities on Carta Manage complex datasets with high integrity Migrate client data to Carta Europe’s import file in Excel. Coordinate and manage inputs needed from client stakeholders. This might involve working client law firms Maintain the quality of clients’ data throughout the onboarding process Train clients on how to use Carta Europe Software. Continuously look for ways to improve the efficiency and effectiveness of the onboarding process You will proactively manage your clients to dates, activating their account on time and improve your time to value month over month. Give your clients resources to appropriate teams post‑activation. Work closely with product, engineering and our internal implementations leaders to improve the on‑boarding experience for our customers. Have the opportunities to work on potentially cross‑functional side projects in addition to your core function onboarding new accounts, learning to deliver new services. Impact You’ll Have You have working knowledge of Excel and Google Sheets You have strong project management skills – must be able to manage multiple projects (25+) at a time, while providing timely follow‑up to clients You are data‑savvy and enjoy working with large datasets You are familiar or want to become familiar with private equity, VC‑backed companies and capitalization You are flexible, adaptive, and resilient You have great people skills and a high degree of empathy You have great communication skills You are highly organized and can manage a group of C‑suite clients You can work cross‑functionally with teams You can deal with uncertainties and ambiguous situations You can maintain confidentiality as required by customers You are ambitious, proactive, a self‑starter, helpful and resourceful 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 Experience in customer‑facing roles is a plus Please note – this role is located in either Rio de Janeiro or London. Applicants must be authorized to work in one of those locations as we are not able to provide work authorization for this role. Disclosures 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 talent partner via email. Carta uses E‑Verify in the United States for employment authorization. See the E‑Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta‑external.com domain. Report any contact from unapproved domains to Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Project Management and Information Technology Industries: Technology, Information and Internet and Financial Services #J-18808-Ljbffr