Executive Assistant & CEO Operations at Carta

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Financial TechnologyIndustries

Requirements

5+ years of experience as an Executive Assistant supporting senior executives or other relevant role in a fast-paced, high-growth environment
Independent problem solver with a proactive and adaptable mindset
Exceptional organizational skills and high attention to detail
Strong communication skills, adapting messaging for different internal and external audiences
Professionalism and discretion, balancing confidentiality with transparency

Responsibilities

Build trusted business partnerships with Carta’s CEO, their internal stakeholders, and other key Cartans across the business
Understand how Carta operates and its core products and offerings, including team responsibilities, office locations, and priorities to inform CEO’s schedule and travel calendar
Proactively and accurately manage heavy calendars (internal and external meetings), resolve conflicts, and serve as the central point of contact for CEO’s logistics for key external events and conferences
Introduce operational efficiencies for key aspects of CEO operations, including task management, meeting preparation, and information transmission to the organization
Develop and manage a system for the CEO to efficiently triage and respond to emails and Slack messages, oversee inbox management, handle email replies, and ensure timely follow-ups
Manage all aspects of expenses and travel, including visa requirements, detailed itineraries, bookings, and timely expense processing, while adhering to company policies
Collaborate on strategic priorities within the Office of the CEO and with the Chief of Staff to ensure company priorities are met

Skills

Calendar Management

Executive Support

Stakeholder Management

Operations

Event Logistics

Travel Coordination

Conflict Resolution

Business Operations

Communication

Organization

Carta

Financial platform for fundraising and equity management

About Carta

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to navigate what can often be a complicated area. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that not only streamline fundraising but also support audit, tax, and valuation needs. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

San Francisco, CaliforniaHeadquarters

2012Year Founded

$1,097MTotal Funding

SERIES_GCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Risks

Increased competition from startups like Slice threatens Carta's market share.

Recent data breach raises concerns about Carta's data security.

Decline in venture deal count on Carta's platform indicates potential business slowdown.

Differentiation

Carta offers a comprehensive platform for managing equity electronically.

Carta provides real-time market intelligence powered by machine learning.

Carta simplifies equity sales for employees, stakeholders, and investors.

Upsides

Increased demand for digital equity management solutions benefits Carta.

Corporate Transparency Act creates a new market for Carta's compliance solutions.

Rising Series A valuations boost demand for Carta's services.

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