Carta connects founders, investors, and limited partners through world-class software designed for private capital markets and fund administration
Job Summary
Carta connects founders, investors, and limited partners through world-class software designed for private capital markets and fund administration.
As an Implementations Specialist, you will play a critical role in supporting new clients through onboarding, ensuring accurate data delivery and operational excellence.
The role requires partnering with clients' back offices to collect historical data, provide advisory support, and continuously improve the onboarding experience.
Matching Summary
Carta connects founders, investors, and limited partners through world-class software designed for private capital markets and fund administration.
Skills & Requirements
Must-have
Project management capacity
Experience with financial data
Client onboarding and implementation
Data analysis and integrity maintenance
Coordination of multiple projects
Excellent communication skills
Nice-to-have
High degree of empathy
Ability to interpret unstructured data
Passionate and ambitious attitude
Interest in enterprise software
Process improvement mindset
Key Requirements
Proven success in project management
Experience working with financial data
Experience working with clients
Ability to manage small and large projects
Strong organizational skills and attention to detail