Implementations Specialist at Carta

Rio de Janeiro, State of Rio de Janeiro, Brazil

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Private CreditIndustries

Requirements

Proficient in Excel
Experience with CRMs (Preferably: Salesforce)
Eager to learn or have experience working with Mixmax, Talkdesk, and Guru
Strong project management and organization skills
Strong passion for financial services, building customer relationships, project delivery, and analytical problem solving

Responsibilities

Establish strong customer relationships and inspire long-term loyalty by providing a high quality and timely onboarding process as the first service provider post-sale
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 onboarding process
Work closely with product, engineering, and internal implementations leaders to improve the experience for customers

Skills

Key technologies and capabilities for this role

ExcelData MigrationClient OnboardingEquity ManagementCustomer Relationship ManagementClient TrainingStakeholder CoordinationCap TablesVenture Capital

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What is the salary for this Implementations Specialist role?

This information is not specified in the job description.

What skills are required for this role?

Proficiency in Excel is required, along with experience with CRMs (preferably Salesforce), and eagerness to learn or experience with Mixmax, Talkdesk, and Guru.

What is the team like for this position?

This role is on the Rio SMB/MM Team, part of the larger Delivery team, where members have grown into strong contributors through deep understanding of software, customers, and business value.

What makes a strong candidate for this Implementations Specialist role?

Ideal candidates have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving.

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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