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

Key technologies and capabilities for this role

Project ManagementEquity ManagementClient OnboardingData CollectionBusiness SystemsSoftware ImplementationTraining DevelopmentStakeholder ManagementCustomer Relationship Management

Questions & Answers

Common questions about this position

What does the Implementations Project Manager II role at Carta involve?

You will support new clients in onboarding them onto Carta Europe by implementing their capitalization table and securities, manage complex datasets with high integrity, migrate client data to Excel import files, coordinate with client stakeholders including law firms, and maintain data quality throughout onboarding.

What skills are needed for this position?

Ideal candidates need a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving, along with comfort working with data, business systems, equity expertise, and creative problem-solving for software solutions.

What is the compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description. For more details on offices and culture, check the Carta careers page.

What kind of person succeeds in this role at Carta?

Successful Implementations Managers embrace change, constantly seek ways to better their process and team, are hungry to learn, think creatively to solve equity and user problems, and establish strong customer relationships to inspire long-term loyalty.

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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