Deal Desk Analyst
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.
Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
At Carta, our employees embark 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. Carta operates in multiple business units and closes a variety of deals with customers every day. Each deal grows the highly visible ARR (annual recurring revenue) metric and has impacts on revenue accounting, billing and collections, and our legal relationship with the customer.
Some of the responsibilities you’ll have are:
- Work in Salesforce.com and other customer management tools to review bookings and ensure key data points are accurate
- Create internal documentation to help guide our sales team and provide them with the information they need to work within Carta policy
- Analyze the impact on ARR of new and upsell deals closed
- Assist in implementing new quoting and contract management systems
- Review and sign customer contracts and order forms to ensure compliance with the Carta MSA and internal policies
- Manage the approval process for non-standard contract and billing terms and pricing/discounts
- Identify custom terms that can impact revenue recognition and help resolve them with the revenue accounting team
- Participate cross-functionally in the roll-out of new product offerings
- Work to implement team strategies that increase automation of the ARR reporting process leveraging new and existing subscription management tools
The Team You'll Work With
You’ll be joining our Finance team and accounting organization as a Deal Desk Analyst, interacting heavily with the Sales, Legal, and Customer Success teams. This role will have a high level of visibility in the sales and billing process with end-to-end responsibilities in executing contracts.
About You
You will be successful in this role if you:
- Have knowledge of finance, revenue accounting, and sales operations
- Have at least 2+ years of experience managing order-to-cash processes
- Have used tools like Salesforce.com and/or a CPQ system
- Have proficiency with Google Sheets/Microsoft Excel
- Experience with billing, subscription, and contract management systems
- Comfortable with a fast-paced environment that includes adhering to SLAs and high-volume interactions with both people and systems
- Have experience effectively communicating complex processes or workflows to stakeholders at different levels
- Have implemented new systems or automated processes
- Have strong organizational and process-building skills
At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s 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.
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.
Important Security Notice for Candidates
Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to [email protected].
Awards and Acknowledgements
Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.
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