Onboarding Specialist
RoutableSalary not specified
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Consumer SoftwareIndustries
Requirements
Candidates should be proficient in Excel and possess prior experience working in a high-volume, customer-facing role, with a preference for experience using CRMs such as Salesforce.
Responsibilities
As an Implementations Specialist, you will establish strong customer relationships and inspire long-term loyalty by providing a high-quality and timely on-boarding process, migrate and maintain the quality of clients’ data to Carta’s Onboarding Spreadsheet in Excel, coordinate and manage inputs needed from both the clients and their law firms, train clients on how to use Carta Software, continuously look for ways to improve the efficiency and effectiveness of the on-boarding process, and work closely with product, engineering, and internal implementations leaders to improve the customer experience.
Skills
Excel
Salesforce
Customer Relationship Management
Data Migration
Client Training
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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