Implementations Project Manager

New York, NY, United States

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.

The Company You’ll Join 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

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 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

Salary 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 email at [email protected]. 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.

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.

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