PE LLC Implementations Specialist
Carta(1 month ago)
About this role
The Implementations Specialist on the PE/LLC team at Carta will onboard LLCs and PE-backed companies onto the Carta platform, acting as a primary customer-facing partner and advocate. The role involves building relationships with clients, representing complex equity structures in the system, and partnering with product and engineering to improve the onboarding experience and platform functionality.
Required Skills
- Project Management
- Equity Structures
- Customer Service
- Data Management
- Client Training
- Process Improvement
- Product Expertise
- Cross-Functional Collaboration
- Mentorship
- Documentation
+5 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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