Jobs at Carta
18,052 open positions
Data Architect (with Data Governance)
Company: Kin + Carta
Location: Remote
Posted Mar 14, 2024
<p><span>At Kin + Carta weve got opportunities to offer you for growth for leadership for big worldchanging impact and for dare we say it fun We are a global workforce that is committed to building a world that works better for everyone And that starts with our Kin Thats why were proud of <span><p> <ul><li>The life we create within our virtual walls every day<li> <li>Our B Corp certification<li> <li>Our ranking in Consulting Magazines 2022 Best Large Firms to Work For<li> <li>The work weve done with some of the worlds most innovative companies<li> <ul><p><b>The role<b> <p><p>The Data Practice at Kin + Carta focuses on timetovalue by leveraging a pragmatic iterative approach to release the potential energy stored within our clients data Our typical projects include data strategy streaming amp analytics strategy amp build machine learning intelligent customer experience customer 360 transformation data platform modernization and connected experience data strategy Kin + Cartas user first approach and DataasaProduct mindset has won the hearts and minds of our Fortune 500 clients<p> <p>The ideal Data Architect Technical Data Lead for Kin + Carta is passionate about Data amp Applied AI looks to continually learn and enjoys sharing expertise This individual will also have experience developing and deploying an enterpriselevel data governance program Strong verbal and written communication are a must Experience working in an Agile development environment or in a consulting capacity is a plus<p> <p><b>Role responsibilities<b> <p><ul><li>Designing and implementing cloudbased data systems on modern technology stacks from requirements gathering to production<li> <li>Providing thought leadership relating to Data Engineering and Data Platform strategy<li> <li>Develop a scalable maintainable data governance program supported by widely adopted Data Governance solutions eg Databricks Unity Catalog Microsoft Purview Collibra Atlan Alation etc<li> <li>Leading large complex data projects being the technical lead for teams of data practitioners<li> <li>Navigate project and clientside ambiguity and define project scope to develop the right execution strategy for the client<li> <li>Partnering with the business leaders and stakeholders on gotomarket strategy specifically by providing a technical perspective <li> <li>Building relationships across our clients and prospects for their buyin for data related initiatives<li> <li>Partnering with leadership on workforce strategy decisioning for hiring promotions and transitions<li> <li>Helping to advance the data culture including mentoring inspiring developing talent and helping to expand technical skills within K+C and our clients<li> <li>Advising data engineers and technologists as required by the target architectures to align with business priorities and their continued mentoring and coaching<li> <li>Curating solid training programs amp content to continuously develop our technical workforce<li> <li>Defining the standards of excellence for technical delivery on client projects so that the team has a framework for success<li> <li>Handson engineer who can create implementations and POCs as much as leading others to do so<li> <ul><p><b>Minimum qualifications<b> <p><p><strong>We want all new hires to succeed in their roles at Kin + Carta Thats why weve outlined the job requirements below To be considered for this role its important that you meet all Minimum Qualifications If you do not meet all of the Preferred Qualifications we still encourage you to apply<strong><p> <ul><li>Bachelors degree in STEM<li> <li>7+ years of experience as a part of a data managementengineering team<li> <li>Has led teams of 3 or more data engineers<li> <li>4+ years of experience with cloudbased data solutions on Microsoft Azure Google Cloud Platform or Amazon Web Services<li> <li>4+ years of database experience relational amp nonrelational with multiple SQL dialects<li> <li>Proficiency in data modeling and design data migration architecture across databases<li> <li>3+ years experience architecting bigdata platform solutions including<li> <li>Experience with implementing processes for data governance privacy GDPR amp CCPA regulations and data security <li> <li>Functional and ObjectOriented programming experience including Java Python Scala or equivalent<li> <ul><p><b>Preferred qualifications<b> <p><ul><li>Exposure to Data Science concepts methodologies and tools<li> <li>Owned and created strategy for data and application platforms<li> <li>Experience with agile frameworks primarily Scrum SAFe and Kanban<li> <li>Natural communicator who can adjust their style to match the audience<li> <li>Masters or PhD degree in Engineering Computer Science<li> <li>Strong interpersonal skills and the ability to communicate complex technology solutions to senior leadership gain alignment and drive progress<li> <li>Has managed data product teams building data products for internal andor external customers<li> <ul><p><b>About Kin + Carta<b> <p><p>Kin + Carta is a global digital transformation consultancy committed to working alongside our clients to build a world that works better ForEveryone We build digital solutions that connect people data and technology for some of the worlds most influential companies As a Certified B Corp we are committed to Inclusion Diversity Equity and Awareness and our triple bottom line focus of people the planet and profit <p> <p>We strive to create an inclusive environment for all candidates If you have any specific requirements or need reasonable adjustments to participate in the application or interview process please let us know at amertateamkinandcartacom<p>
Engineering Manager, Fund Administration
Company: Carta
Location: Seattle, WA
Posted Mar 15, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b><strong>The Problems Youll Solve<strong><b> <p><p>At Carta our employees set out on a mission to unlock the power of equity ownership for more people in more places We believe that the problems we solve today unlock the opportunities of tomorrow <p> <p>As an Engineering Manager in Fund Administration youll execute in one of the most dynamic roles Carta engineering has to offer Heres a few examples of the problems youll be asked to solve<p> <ul><li><strong>Drive accountability<strong> Building more owners is as much of a Carta product problem as it is part of a managers responsibilities You will work with stakeholders to better understand the needs of the business and with your team to create realistic expectations for project success<li> <li><strong>Expand collaboration<strong> Business unit organizational models benefit from speed and autonomy but absorb known tradeoffs in companywide collaboration Engineering managers are the hedge against that tradeoff bringing teams and engineers across Carta together<li> <li><strong>Assess technical risk<strong> Your experience will be a major factor in empowering your team to isolate and reduce technical risk You will fill blind spots for your engineers helping form the critical bridge between business product and engineering<li> <li><strong>Establish best practices<strong> Engineering managers are the last line of defense for quality control best practices and effective design strategies Helping your team and peer teams navigate these challenges is core to the problem space for managers<li> <li><strong>Improve performance <strong>Your team is a reflection of you your values and your support Your team will need regular mentorship advice and feedback to operate effectively Contributing to this space along with your leadership team is part of effective management at Carta<li> <li><strong>People<strong> Carta has a great team today Were growing and that means hiring You will work with other engineering leaders in the FA team to discover interview and recruit great team members and build them up into the next all star player<li> <ul><p><b><strong>The Team Youll Work With<strong><b> <p><p>Youll be joining our Fund Administration FA Engineering team Youll be working with engineers designers product managers and business partners across Carta Youll find engineers that can teach you about software unique to our industry and business team members with deep knowledge in accounting and venture fund management Within your business unit Fund Administration youll meet teammates of all experience levels and backgrounds passionate about creating software that some of the top venture firms to operate their funds Weekly rituals celebrations and showandtells are all ways youll build great bonds with the team you work alongside Youll be surrounded by people who find purpose in their work and have fun doing it at the same time Youll find teammates with deep levels of pride in what they do and a customerobsessiveness that is furthered by regular feedback cycles Importantly youll find a higher than normal level of transparency trust and autonomy something Cartans Carta employees have celebrated since the earliest days of the startup<p> <p>There is no greater representation of the impact that you will have than the impact your team will have over the course of your tenure To that end your major focus will be on making the Fund Administration roadmap a reality<p> <p>We are migrating an entire service industry Fund Administration into software Venture Capitalists Fund Managers and practically any other investor involved in collective investment strategies use Fund Administrators to help operate their funds The existing servicebased solutions are expensive inefficient and prone to human error With the introduction of Cartas eventbased accounting platform Carta is and you are positioned to unseat the incumbents and revolutionize this industry<p> <p><b><strong>About You<strong><b> <p><p>Were looking for someone rare in this role and were willing to take our time to find this person Ideally youre a human but well avoid making any qualifications on your species Instead well talk about what inspires us about you<p> <ul><li>You care deeply about software and the leverage that software brings You can use your past experience building software to show your team the way in which they can improve our customers leverage<li> <li>You are energized by and capable of supercharging the careers of those that report to you Youve been able to help mentor more junior engineers and support more senior engineers in reaching their potential Youve directly managed teams for at least 2 years<li> <li>Youve expanded the worldview of your teams celebrated diversity of thought and background and tied it all back through successful product launches in your past<li> <li>You recognize the power of ownership and have lived examples of where ownership played central roles in your career both through software and through business<li> <li>You are willing and capable of getting in the trenches alongside your fellow engineers and reports You lead by example and take pride in your work<li> <li>You are exceptionally technical You can describe complex ideas simply You are just as capable working toward a long term road map as you are jumping into a fire to solve a customers problem 5 minutes from now<li> <li>You are as hungry to learn about our customers and business as you are about the latest stack or Docker release<li> <ul><p><b><strong>Salary<strong><b> <p><p>Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our minimum cash compensation salary + commission if applicable range for this role is <p> <ul><li>$200000 $250000 in San Francisco CA Santa Clara CA or New York City NY<li> <li>$180000 $225000 in Seattle WA<li> <ul><p>Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>
Senior Data Scientist, Product Analytics
Company: Carta
Location: Seattle, WA
Posted Mar 11, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b><strong>The Problems Youll Solve<strong><b> <p><p>At Carta our employees set out on a mission to unlock the power of equity ownership for more people in more places We believe that the problems we solve today unlock the opportunities of tomorrow As a Senior Data Scientist Product Analytics youll work to <p> <ul><li>Standardize document and generate core metrics for our business and our product across multiple teams<li> <li>Instrument new initiatives and come up with metrics to measure them alongside business partners andor product managers<li> <li>Generate insights into how new features can impact a product release<li> <li>Use different analytical and statistical approaches to identify trends in historical data that help Carta better understand customer user behavior<li> <li>Present findings to diverse audiences including executives<li> <li>Reevaluate existing data infrastructure and dashboards to make sure they are easy to understand and use<li> <li>Provide training sessions to teach members of other teams to selfserve in BI tools<li> <li>Collaborate with the rest of the data team to come up with new products based on data<li> <ul><p>By partnering with teams within Carta and providing data solutions you will elevate our decision making and improve our products operations and business direction As you continue to build out our analytics toolkit you will empower others in the organization to make data driven decisions <p> <p><b><strong>The Team Youll Work With<strong><b> <p><p>On the Data Science team our mission is to enable datadriven decisions and products across Carta by collecting accurate data building scalable infrastructure and delivering advanced analytics We believe in building a strong data foundation to ensure data quality and to promote selfservice across the company In addition the data team works on developing proprietary data products using Cartas rich and unique dataset We like to partner with each other and with Cartans across the company to get our work done We constantly think about how we can improve and grow<p> <p><b><strong>About You<strong><b> <p><p>Successful candidates in this role are excellent communicators who are always looking for opportunities to use data to make decisions You have at least <strong>5+ years <strong>of analytics experience either in product analytics or data science You are a selfstarter who can build relationships across the company understand how to prioritize your work is able to partner with members of your team choose which methods or technologies will best solve a problem and understands when data can and should be used to improve Carta You have excellent attention to detail are able to communicate with diverse stakeholders comfortable presenting to all audiences and dont mind writing documentation <p> <p>Preferred Tech Stack experience working with the following tools<p> <ul><li>SQL postgres redshift<li> <li>Python<li> <li>Looker Metabase<li> <li>Dbt<li> <ul><p><b><strong>Salary<strong><b> <p><p>Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our minimum cash compensation salary + commission if applicable range for this role is <p> <ul><li>$147645 $173700 in Seattle WA <li> <li>$164050 $193000 in San Francisco CA Santa Clara CA New York City NY <li> <ul><p>Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>
Senior Manager, Corporate Development; Strategy & Business Operations
Company: Carta
Location: San Francisco, CA
Posted Mar 15, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b><strong>The Team Youll Work With<strong><b> <p><p>The Strategy amp Business Operations team partners with product and business leaders to drive Cartas strategy collaboration across teams innovation and bestinclass execution This role will be closely involved in helping us deliver on the next $1bn of opportunities Specifically you will focus on the Corporate Development function within the Strategy and Business Operations team which focuses specifically on how to advance Cartas strategic vision through acquisitions investments and strategic partnerships<p> <p><b><strong>The Problems Youll Solve<strong><b> <p><ul><li>Drive endtoend strategic projects such as incubatinglaunching a new business or accelerating the growth of an existing business<li> <li>Develop a strategic framework to identify market growth opportunities for Carta across customer segments and geographies <li> <li>Assess the market for competitive intelligence that can help influence strategy and opportunities that can serve to accelerate our vision <li> <li>Negotiate and execute different transaction types including acquisitions investments and partnerships Cartas different business lines<li> <ul><p><b><strong>The Impact Youll Have<strong><b> <p><p>The Strategy amp Business Operations team leads planning and delivery of key initiatives at Carta This role will specifically be responsible for taking the lead on high priority acquisitions investments and strategic partnerships<p> <p><b><strong>About You<strong><b> <p><ul><li>Have a learning mindset Carta sits at the intersection of software private markets public markets and other capital markets players we learn new things every day<li> <li>4 8 years of experience in investment banking management consulting private equity venture capital corporate strategy or business operations 2 years of investment banking or consulting experience required ventureprivate equity experience preferred<li> <li>Deep understanding of financial services and private markets experience in enterprise software SaaS andor fintech a plus<li> <li>Transaction experience with the ability to manage multiple processes at once<li> <li>Superior financial modeling and presentation skills<li> <li>Motivated to work collaboratively in a fastpaced everchanging environment to accelerate Cartas growth<li> <li>Excellent communication skills with the ability to distill complex thoughts and strategies into simple actionable recommendations especially to executives<li> <ul><p><b><strong>Salary<strong><b> <p><p>Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our expected cash compensation salary + commission if applicable range for this role is $198000 $248000 in San Francisco CA Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>
Product Consultant
Company: Kin + Carta
Location: Remote
Posted Mar 17, 2024
Kin + Carta is seeking a Product Consultant for a hybrid role in the Greater Seattle-Tacoma Area. The consultant will manage functional requirements, execution, and performance for a core set of features and components. They will work closely with a project lead, product designers, developers, and QA. The ideal candidate is an innovative, strategic problem solver with 4+ years of experience in a similar product role and business analysis. They should have experience with Agile/Scrum roles, JIRA, Confluence, and Figjam. Consulting or agency experience in a client-facing environment is preferred. The role involves overseeing a team of 6+ developers, managing time effectively, and communicating proactively with clients. The salary range is $115,000-$130,000 annually.
Senior Valuation Technical Manager
Company: Carta
Location: San Francisco, CA
Posted Mar 15, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b><strong>The Problems Youll Solve<strong><b> <p><p>FOR ALL JOBS At Carta our employees set out on a mission to unlock the power of equity ownership for more people in more places We believe that the problems we solve today unlock the opportunities of tomorrow As a TITLE youll work to <p> <p><strong>What problems will this person need to solve You can provide a written description here but every problem description should end with a bulleted list as follows 46 bullets <strong><p> <p><b><strong>The Team Youll Work With<strong><b> <p><p>FOR ALL JOBS<br >Youll be joining our TEAMFUNCTION YOULL BE JOINING<p> <p>Write 35 sentences about what your team does and the impact they have at Carta<br >IN ADDITION TO ABOVE FOR VAUBANCAPDESK AT CARTA<br >Cartas London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban Now operating as one global Carta entity our UK and Denmark locations will enhance the Carta platform with Capdesk and Vauban as proprietary productsClick the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta<p> <p><b><strong>About You<strong><b> <p><p>CUSTOM COPY<br >Craft a list of what youre looking for in this role Avoid qualifications and rather use descriptions of the type of competencies abilities and interests youre looking for Include 4 6 bullet points focused on must have criteria versus nice to haves eg<br >Technical or hard skills<br >Relevant work experience required<br >Education or equivalent experience required<br >Years amp type of experience if applicable <br >Refer to Cartas global leveling guidelines<br >Years should be listed as + years of experience recommended<strong><br ><strong><p> <p>DEFAULT COPY IF YOU DONT WRITE CUSTOM COPY<br >At Carta youre not just an employee Youre a builder who is creating infrastructure that accelerates innovation and empowers more ownership Cartans are helpful relentless unconventional and kind representing Cartas Identity Traits They work collaboratively and cross functionally to challenge the status quo working towards a common goal of creating more owners in the private markets <p> <p><b><strong>Salary<strong><b> <p><p>Required for NYC California and Washington as of 2023 to be completed by Recruiting<br >For Pooled Pipeline<br >Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our expected cash compensation salary + commission if applicable range for this role is <br > $min salary $mid salary point in Location <br > $min salary $mid salary point in Location <br > $min salary $mid salary point in Location <p> <p>We are hiring for multiple levels and locations so final offers may vary from the amounts listed based on geography experience and expertise and other factors<p> <p>For 1 to 1 <br >Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our minimum cash compensation salary + commission if applicable range for this role is <br > $min salary $mid salary point in Location <br > $min salary $mid salary point in Location <br > $min salary $mid salary point in Location <p> <p>Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <p><br ><br ><br ><p><div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>
Compliance Officer I
Company: Carta
Location: San Francisco, CA
Posted Mar 18, 2024
Carta, a leading platform for managing equity and investments, is seeking an experienced AML professional to join their team. The role involves designing and implementing enterprise-wide AML, KYC, and sanctions compliance programs. The ideal candidate will have 4+ years of experience in risk and compliance, strong cross-functional collaboration skills, and a deep understanding of AML, KYC, and sanctions risks. The position offers a competitive salary, equity, and benefits package, with a minimum cash compensation range of $113,050 - $133,000 in San Francisco and New York City.
Lead Product Marketing Manager
Company: Carta
Location: Seattle, WA
Posted Mar 16, 2024
Carta is a global platform trusted by over 40,000 companies and 2 million individuals for managing equity, building businesses, and investing in future companies. The company has been recognized for its innovative solutions and is included in prestigious lists such as Forbes World’s Best Cloud Companies and Fast Company's Most Innovative. As a Lead Product Marketing Manager, you'll define Carta's market positioning, craft product narratives, develop marketing collateral, collaborate with product teams, and conduct customer interviews to inform product development and marketing strategies.
Senior Zuora Systems Analyst
Company: Carta
Location: San Francisco, CA
Posted Mar 13, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b><strong>The Team Youll Work With<strong><b> <p><p>The newly created Senior Zuora Systems Analyst role will report to and work closely with the Finance Systems Senior Manager as well as partner with stakeholders across the Company in finance engineering and business systems<p> <p><b><strong>The Problems Youll Solve<strong><b> <p><p>The Senior Zuora Systems Analyst role will proactively improve and support the development implementation and maintenance of Cartas enterprise finance systems by demonstrating strong influence and communication skills to collaborate internally with the Finance AR and IT teams The position will act as an advisor to the organization on system efficiency and effectiveness The position will be the primary internal system admin and support contact for Zuora Billing and Zuora Revenue Revpro along with other finance systems <p> <p>Other responsibilities include<p> <ul><li>Provide internal ongoing systemtechnical support to Finance users including training with a focus on superior customer service<li> <li>Gather requirements design implement and maintain configurations and customizations of Zuora applications to meet the evolving needs of the finance team<li> <li>Support onboarding of additional business units and acquired subsidiaries onto Zuora Billing and related quotetocash systems<li> <li>Partner with internal users and stakeholders assisting with data analysis business process mapping reporting needs and continuous improvement initiatives<li> <li>Maintain proper system access for user roles ensuring compliance with segregation of duties<li> <li>Monitor enduser usage of business systems and track performance<li> <li>Provide frontline support with regards to all aspects of businessfacing applications and troubleshooting to diagnose isolate and resolve issues<li> <li>Develop document and implement policies procedures and guidelines to ensure data integrity system integrity and security<li> <li>Responsible for the change management and release process of Zuora Billing Zuora RevenueRevpro and other finance applications as and when required<li> <li>Provide quality and timely communication regarding system status<li> <li>Maintain uptodate knowledge of system functionality customization and integration<li> <li>Support integrations with other enterprise apps like Zuora CPQ accounting systems payment systems etc<li> <ul><p><b><strong>About You<strong><b> <p><p>A successful candidate for this position will demonstrate the following<p> <ul><li>5+ years of experience with Zuora Billing and Zuora Revenue administration configuration including 3rd party integrations in complex environments<li> <li>Bachelors degree in a relevant discipline MIS IT businesscomputer science andor Accounting<li> <li>Experience supporting Zuora Billing modules Customers Product Catalog Subscriptions Billing amp Invoicing Payments and Taxes<li> <li>Experience working in Zuora Billing administration User access HTMLPDF templates Custom fields Notificationsemail templates Workflows and Reports<li> <li>Experience working in Zuora sandbox including deployment across multiple tenants<li> <li>Experience working in Zuora APIs<li> <li>Experience working in Zuora Revpro administration User access Data interfacesync Custom attributes File uploadtemplates Data Augmentation Period OpenClose Revenue Contracts and Reports<li> <li>Understanding of Revpro schema and Data Query usage<li> <li>Knowledge of SQL<li> <li>A strong understanding of the quotetocash Q2C business process<li> <li>Project management including requirements gathering system implementation and system integration experience<li> <li>Strong analytical and problemsolving skills<li> <li>Strong written and verbal communication skills<li> <li>Ability to work independently with minimal guidance<li> <li>Ability to work collaboratively with crossfunctional teams<li> <li>Ability to juggle multiple stakeholders and remain professional and flexible in highpressure situations<li> <li>Familiarity with revenue recognition and financial reporting concepts<li> <li>Familiarity with the hiretoretire process and system access management<li> <li>Zuora BillingRevenue Certification is a plus<li> <ul><p>Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our minimum cash compensation salary + commission if applicable range for this role is below<p> <ul><li>$134300 $158000 in San Francisco California<li> <li> $107440 $126400 in Sandy Utah <li> <ul><p>Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>
Sr Associate / Manager, Strategy & Business Operations
Company: Carta
Location: San Francisco, CA
Posted Mar 15, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b><strong>The Team Youll Work With<strong><b> <p><p>The Strategy amp Business Operations team partners with product and business leaders to drive Cartas strategy identify opportunities for growth and investment and drive innovation and bestinclass execution across teams to identify our path to $1bn+ in annual revenue<p> <p><b><strong>The Problems Youll Solve<strong><b> <p><ul><li>Drive endtoend strategic projects such as incubatinglaunching a new business or accelerating the growth of an existing business<li> <li>Develop a strategic framework to identify market growth opportunities for Carta across customer segments and geographies <li> <li>Accelerate adoption of Cap Table and Fund Administration services globally building to $100m+ annual revenue in the next 3 years<li> <li>Act as a thought partner to business leaders and executives across the company to improve business performance amp execution<li> <ul><p><b><strong>The Impact Youll Have<strong><b> <p><p>The Strategy amp Business Operations team leads planning and delivery of key initiatives at Carta This role will be responsible for taking the lead on high priority projects to incubate new products scale existing businesses and enter new geographic markets<p> <p><b><strong>About You<strong><b> <p><p>Were seeking someone who has<p> <ul><li>A learning mindset Carta sits at the intersection of software and private markets and we move quickly to find innovative solutions to customer problems we learn new things every day<li> <li>4 8 years of experience in investment banking management consulting private equity venture capital corporate strategy or business operations 2 years of investment banking or consulting experience required<li> <li>Deep understanding of private markets amp financial services experience in enterprise softwareSaaS andor fintech a plus<li> <li>Motivated to work collaboratively in a fastpaced everchanging environment to accelerate Cartas growth<li> <li>Excellent communication skills with the ability to distill complex thoughts and strategies into simple actionable recommendations especially to executives<li> <li>Superior problemsolving presentation and modeling skills<li> <ul><p>Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our minimum cash compensation salary + commission if applicable range for these roles are $148750 $215000 in San Francisco and NY<p> <p>Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>
Growth Account Executive, Fund Administration
Company: Carta
Location: Seattle, WA
Posted Mar 10, 2024
Carta is a global platform trusted by over 40,000 companies and 2 million individuals for managing equity, compensation, and valuations. The company has been recognized for its innovative solutions and is seeking a Growth Account Executive, Fund Administration with 4+ years of experience in financial practices or software solutions. The role involves growing Carta customers, identifying upsell opportunities, and building relationships with decision-makers. Carta offers a competitive compensation package, including a market-competitive salary, equity, benefits, and commissions.
Senior Post-Sales Strategy Manager
Company: Carta
Location: San Francisco, CA
Posted Mar 15, 2024
<div><b>The Company Youll Join<b> <p>Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow Our mission is to unlock the power of equity ownership for more people in more places <p> <p>Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration Cartas tender offer solutions have returned $14B to shareholders in secondary transactions Today Cartas platform manages nearly three trillion dollars in equity globally <p> <p>Companies and funds like Tribe and Pipe build their businesses on Carta The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Incs FastestGrowing Private Companies Weve also been recognized as a 2023 Built In Best Place to Work in the US a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work<p> <p>For more information about our offices and culture check out our Carta careers page<p> <div> <p><b>The Team Youll Work With<b> <p><p>Youll be joining our GTM Operations team as Sr Manager of PostSales Strategy and Ops for our Corporations or Venture Capital business lines This team includes operations strategy and enablement and works closely to drive revenue efficiency and the customer experience <p> <p><b>The Problems Youll Solve<b> <p><p><strong>You will help us<strong><p> <ul><li>Constantly improve our customer success and delivery experience through data insights strategy and process<li> <li>Equip our customer success and delivery leaders and executives with the insights to make key investment and people decisions<li> <ul><p><strong>Key responsibilities of this role<strong><p> <ul><li>Proactively evaluate assess and optimize strategies to improve customers success and delivery metrics including<li> <ul><li>Net retention eg upsell expansion churn contraction<li> <li>Customer satisfaction eg CSAT NPS<li> <li>Implementation eg onboarding success rate time to onboard<li> <li>Support eg SLA attainment time to resolution firsttouch resolution<li> <ul><li>Drive the operational cadence to amplify customer success and delivery<li> <ul><li>Definerefine the cascade of metrics to review in coordination with customer success delivery and ops partners<li> <li>Coordinate weekly reviews of customer success and delivery metrics<li> <li>Lead the quarterly segment strategy territory carve and quota setting for customer success teams<li> <li>Deliver executivelevel visibility and updates<li> <ul><ul><p><strong>Partners and Stakeholders<strong><p> <ul><li>Postsales teams and leaders your stakeholders<li> <ul><li>Customer success teams<li> <li>Implementation teams<li> <li>Support teams<li> <ul><li>In our broader GTM Ops org your team partners<li> <ul><li>GTM enablement<li> <li>Marketing CSDelivery and BD Operations<li> <ul><li>In our broader GTM org your GTM partners<li> <ul><li>Business Technology leads Salesforce administration QTC and systemtosystem integrations<li> <ul><li>Additional partners with SOPS your Company partners<li> <ul><li>Deal desk partner with finance<li> <li>Incentive compensation finance<li> <ul><ul><p><b>About You<b> <p><ul><li> <ul><li>Crossfunctional communication<li> <li>Experience leading Customer Success andor Delivery teams in a strategic capacity teams at scale for SaaS companies<li> <li>Experience with mix of highvolume low ACV models and highvalue strategic accounts is a plus<li> <li>Indepth understanding of overall business operations and excellent project management skills a track record of working with multiple stakeholders across the business to build consensus and drive decisions <li> <li>Experience leveraging data and a modern data stack to drive improvements throughout the sales funnel<li> <li>Sharp attention to detail and analysis strong communication skills<li> <ul><li> <ul><p><b>Salary<b> <p><p>Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans Our minimum cash compensation salary + commission if applicable range for this role is <p> <ul><li>$180000 $210000 in San Francisco CA<li> <li>$180000 $210000 in New York NY<li> <ul><p>Final offers may vary from the amount listed based on geography candidate experience and expertise and other factors<p> <div> <p><span>We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate If accommodations due to a disability or medical condition are needed please connect with the recruiter via email As a company we value fairness helpfulness transparency leadership and build our teams around these values Check out our careers page to get to know us better as you think about your next step at Carta<span><p> <p><em>Interested in data privacy Check out our policies on Privacy and CA Candidate Privacy<em><p> <div>