PE LLC Implementations Specialist

Carta(2 months ago)

HybridFull TimeMedior$95,415 - $126,931 (estimated)Implementations

About this role

The Implementations Specialist on the PE/LLC team at Carta is responsible for onboarding LLCs and PE-backed companies onto Carta’s platform and representing customer needs to product partners. The role focuses on delivering high-touch service, managing complex data and equity structures, and ensuring clients realize value from Carta’s Fund Administration offering. This position works closely with Engineering and Product teams while contributing to operational and process improvements.

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Required Skills

Project Management
Equity Structures
Customer Service
Data Management
Client Training
Process Improvement
Product Expertise
Mentorship
Collaboration
Excel

+4 more

About Carta

carta.com

Carta 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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