Senior Pre-Close Project Manager

You’ll be joining our Venture Fund Formation team as a Senior Pre-Close Project Manager. You will work within our dynamic team to be at the forefront of transforming the financial services landscape, helping guide visionary Venture Capitalists on a journey from ideation to reality, providing continued support as they build their funds from the ground up.

In this role, you will focus efforts on supporting new Venture Capital customers in their journey into Carta services through our Fund Formation offering. Our Fund Formation offering is intended to help venture capitalists create their venture funds from scratch, including but not limited to legal documentation, regulatory filings, and financial planning. You will drive operational excellence within our fast-growing Venture Capital business by coordinating, facilitating and managing Fund Formation activities that are critical to achieving success for both our customers and Carta within a tight deadline.

• Be the main point of contact for our Fund Formation clients, supporting them create a Venture Fund from scratch
• Assist clients with incorporations of their legal entities
• Analyze data thoroughly and precisely to maintain data integrity throughout the Fund Formation process
• Effectively liaise between the Pre-Close Services team and Venture Capital teams as the bridge post-sales through the implementation timelines
• Coordinate and manage multiple/simultaneous projects by continually communicating with with the Pre-Close Services team and clients
• Work on innovative cross-border projects with our UK team and continuously look for ways to improve the efficiency and effectiveness of the Fund Formation process
• Collaborate closely with our UK team to keep databases and metrics up to date

You’ll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them create a new Venture Fund through innovative digital solutions. In this role you will be responsible for exemplary customer service and guiding our clients through the process, as well as have the ability to shape the Fund Formation product.  

From sale close to implementation, and continued customer success, the ideal Senior Pre-Close Project Manager will have excellent communication skills and experience in a client-facing role, a high degree of problem-solving skills, as well as constantly seek ways to better processes to provide customers with a world-class experience. 

• Proven success in a project management capacity
• Experience working in VC/PE and/or with financial data 
• Comfortable around typical legal partnership documents
• Great people skills –Experience working with clients, with a high degree of empathy 
• Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success
• Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
• Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
• Interested in working with enterprise software

Carta’s 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: 

•  $102,000.00 - $120,000.00 in New York City, New York & San Francisco, California
•  $91,800.00 - $108,000.00 in Seattle, Washington