Implementations Project Manager II at Carta

Rio de Janeiro, Rio de Janeiro, Brazil

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Private Credit, Fund AdministrationIndustries

Requirements

Working knowledge of Excel and Google Sheets
Strong project management skills, including ability to manage multiple projects (25+) at a time with timely client follow-up
Data-savvy with enjoyment of working with large datasets
Familiarity or desire to become familiar with private equity

Responsibilities

Support new clients in onboarding them onto Carta Europe, including implementation of client’s capitalization table and securities
Manage complex datasets with high integrity
Migrate client data to Carta Europe’s import file in Excel
Coordinate and manage inputs needed from client stakeholders, including working with client law firms
Maintain the quality of clients’ data throughout the onboarding process
Train clients on how to use Carta Europe software
Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
Proactively manage clients to dates, activating their account on time and improving time to value month over month
Give clients resources to appropriate teams post-activation
Work closely with product, engineering, and internal implementations leaders to improve the onboarding experience
Work on potentially cross-functional side projects in addition to core onboarding function

Skills

Project Management

Equity Management

Client Onboarding

Data Collection

Business Systems

Software Implementation

Training Development

Stakeholder Management

Customer Relationship Management

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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