Client Partner
Carta(12 days ago)
About this role
The Client Partner at Carta leads onboarding and implementation of fund clients onto Carta’s fund accounting platform, ensuring successful data migration, configuration, and operational readiness. They serve as subject-matter experts on fund accounting for internal teams and clients, and develop training to drive platform adoption and client success.
Required Skills
- Fund Accounting
- Data Migration
- Platform Configuration
- NAV Calculations
- Fee Calculations
- Waterfall Modeling
- Parallel Testing
- Excel
- Client Management
- Training Development
+1 more
About Carta
carta.comCarta is an equity management platform that helps startups, private companies, investors, and employees manage ownership, cap tables, valuations, and equity plans. It offers cap table software, 409A valuations, stock option administration, and tools for fundraising and secondary transactions (including its CartaX marketplace), plus fund administration services for venture firms and LPs. Carta centralizes compliance, reporting, and liquidity workflows with secure, audited software and managed services to simplify equity operations. Widely adopted by startups and investors, it integrates with payroll, HR, and legal processes to keep ownership data accurate and actionable.
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