PE LLC Implementations Specialist
Carta(2 months ago)
About this role
The Implementations Specialist on Carta’s PE/LLC team helps onboard LLCs and PE-backed companies onto Carta’s platform and acts as a primary customer-facing representative. This role focuses on building strong relationships with clients, advocating for customer needs to product partners, and supporting the broader Fund Administration effort. The position contributes to Carta’s mission of expanding private markets adoption by ensuring clients realize value from the platform.
Required Skills
- Project Management
- Equity Structures
- Customer Service
- Data Management
- Client Training
- Process Improvement
- Product Expertise
- Mentorship
- Communication
- Problem Solving
+3 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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