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Implementation specialist
CARTA Sandy, UT
$79k-106k (estimate)
Full Time | Investment Management 1 Week Ago
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CARTA is Hiring an Implementation specialist Near Sandy, UT

The Team You’ll Work With

We founded Carta LLC in 2019 with a mission to expand Carta’s total addressable market and acquire more nodes in the ownership graph outside Venture.

Carta LLC is Carta’s first step into alternative assets including Private Equity, Real Estate, Professional Services Organizations, Roll-ups, and other non-tech operating companies.

To do this, Carta LLC must support the disparate equity structures, heavier reliance on documents, and multi-entity structures we see in these companies.

The Implementations team is responsible for onboarding LLCs or PE-backed companies onto the Carta platform. The team utilizes their advanced equity knowledge with exceptional client and project management skills to onboard companies and their data on the Carta platform.

About You :

  • You have a demonstrated ability to solve ambiguous problems and offer creative solutions to meet customer needs. You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues
  • You care deeply, genuinely, and passionately about client services. You have great people skills and a high degree of empathy
  • You are proficient in Excel and have experience with CRMs (Preferably : Salesforce)
  • You are able to quickly learn and understand our SaaS platform configuration and troubleshoot system issues
  • You have strong project management skills-must be able to manage multiple onboarding projects (40 ) at a time, while providing timely follow up to clients.

You are highly organized and can manage a group of C-Suite clients.

  • You are familiar or will become familiar with Private Equity, Capitalization and LLC
  • Knowledge of finance and accounting is a plus
  • Experience learning new technologies, platforms, and systems is a also 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.

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 .

Interested in data privacy? Check out our policies on and

Last updated : 2024-05-31

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$79k-106k (estimate)

POST DATE

06/02/2024

EXPIRATION DATE

08/31/2024

WEBSITE

carta.com

HEADQUARTERS

ARDMORE, PA

SIZE

50 - 100

FOUNDED

2012

CEO

ROBERT WINTERLY

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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About CARTA

Were on a mission to create more owners. By building the global ownership management platform, were changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works. Want to join our team? Look at our open positions here: https://boards.greenhouse.io/carta https://vimeo.com/273958418

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The following is the career advancement route for Implementation specialist positions, which can be used as a reference in future career path planning. As an Implementation specialist, it can be promoted into senior positions as an Implementation Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Implementation specialist. You can explore the career advancement for an Implementation specialist below and select your interested title to get hiring information.