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.
The Problems You’ll Solve
As an Implementations Project Manager, you will support new Venture Capital customers in their journey into Carta services through our Fund Formation offering. This service helps venture capitalists create their venture funds from scratch, including but not limited to legal documentation, regulatory filings, and financial planning. You will drive operational excellence within our fast-growing Venture Capital business by coordinating, facilitating, and managing Fund Formation activities critical to achieving success for both our customers and Carta.
- Support Fund Formations for clients looking to create a Venture Fund from scratch
- Assist clients with incorporations of their legal entities, legal governing documents and product adoption
- Analyze data thoroughly and precisely to maintain data integrity throughout the Fund Formation process
- Effectively liaise between the Implementations team and Venture Capital teams as the bridge post-sales through the implementation timelines
- Coordinate and manage multiple/simultaneous projects by continually communicating with the Fund Formations team and clients
- Continuously look for ways to improve the efficiency and effectiveness of the Fund Formation process
- Work closely with the Fund Formations team to keep databases and metrics up to date
The Impact You’ll Have
You’ll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them create new Venture Funds. In this role, you will interact with a fund’s back office (CFO, fund manager) to collect their data, provide 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, and adaptability. They will constantly seek ways to improve their processes to provide customers with a world-class experience.
- 2+ years of direct client servicing, project management, or fund experience
- Proven success in a project management capacity
- Experience working with financial data and information
- Great people skills – high degree of empathy and great communication skills (with internal and external stakeholders)
- 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 handle competing priorities quickly and autonomously
- Passionate, tactical, and direct, with an ambitious attitude and a proven history of going above and beyond baseline requirements.
- Strong team player, capable of working effectively with cross-functional teams to achieve project goals and deliver exceptional results
- Interested in working with enterprise software
- Knowledge of the venture capital landscape and industry
- JD preferred but not required
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.
Salary
Carta’s compensation package includes a market competitive salary, equity for all full time roles, and exceptional benefits. Our expected cash compensation range for this role is:
$79,000 - $92,000 in New York, San Francisco, and Santa Clara, CA
$75,050 - $87,400 in Seattle, WA
Final offers may vary from the amount listed based on geography, candidate 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, 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 [email protected].
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.
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
What We Do
Public and private companies trust Carta for ownership management and compliance. Carta makes it simple for companies of all stages to turn employees into owners. As an SEC-registered transfer agent, we help companies issue, value, and transfer securities. Our powerful reporting and administrative tools keep you in compliance with the latest SEC an
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