Implementations Specialist

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 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 provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to .

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the , list, and . We’ve also been recognized as a , a and certified as a .

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