Implementations Project Manager, Fund Admin
4 semanas atrás
The Company You'll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.
Carta's fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
- Please submit resume in English**
At Carta we create owners and make private markets liquid.
We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they've managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners.
At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft.
To learn more, here is what one of our investors wrote about leading our Series F.
The Problems You'll Solve
As an Implementations Project Manager, you will focus efforts on supporting new Investor Services customers in their journey into Carta services. You will drive operational excellence within our fast-growing Investor Services business by coordinating, facilitating and managing on-boarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.
- Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta – i.e., implementation of client's limited partners list, investments, capitalization table and securities
- Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta
- Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process
- Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation
- Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients
- Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
- Work closely with product and engineering to improve the on-boarding experience for customers
You'll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them implement our software. In this role you will be responsible for interacting with a fund's back office (CFO, fund manager) to collect their historical data, provide advisory support, and ultimately deliver accurate data to both the client and internal stakeholders.
About You
From sale close, to implementation, and continued customer success, the ideal Implementations Project Manager will exhibit excellent communication skills, a high degree of problem-solving, velocity, embracing change and will constantly seek ways to better their process to provide customers with a world-class on-boarding experience.
- Proven success in a project management capacity
- Ability to interpret a story through unstructured data
- Experience working with financial data and information
- Great people skills – high degree of empathy and great communication skills
- Experience working with clients
- Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success
- Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
- Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
- Interested in working with enterprise software
Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. If you are located in New York, New York, our minimum cash compensation salary range for this role is $81,000 - $85,000 (if applicable, + commission). We are hiring for multiple levels and locations , so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
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, connect with us via domain. Report any contact from unapproved domains to Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Project Management and Information Technology
- Industries Technology, Information and Internet and Financial Services
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