Jobs at Carta

Provide fund administration and CFO services for SBIC and private equity clients, including capital calls, distributions, financial statements, audit and tax support, LP communications, SBA compliance, and regulatory reporting. Manage client relationships, review waterfalls and carried interest allocations, oversee deliverables, support software and process improvements, review AI-generated accounting outputs, ensure SOC compliance, and mentor team members.

Own integrated marketing campaigns across the UK and Europe, building Carta’s brand and generating qualified pipeline among private equity firms, venture capital firms, and founders. Manage campaign strategy, messaging, timelines, budgets, cross-functional execution, regional localization, performance reporting, and post-mortems. Partner with sales, content, brand, events, web, and product teams to deliver measurable commercial results and strengthen Carta’s presence in the European investor ecosystem.

Provide front-line email support to Europe-based Carta clients, manage cases and SLAs, conduct customer reviews and training, reconcile cap tables, identify product feedback, and collaborate with support and product teams. The role requires clear communication with executives, legal professionals, investors, and other stakeholders, along with strong organization, problem-solving, diplomacy, and attention to detail. The position requires working three days per week in Carta’s London office.

Leads Carta’s North American contracts legal team, overseeing client accounts, contract quality, service levels, escalations, staffing, revenue, onboarding, and team performance. The role manages and coaches lawyers, supports hiring and training, participates in sales pitches, drives technology adoption, improves playbooks, and ensures delivery aligns with operational, financial, and client-service objectives. Candidates must be qualified attorneys with substantial commercial contracts experience and at least five years post-qualification experience.

Leads the long-term technical health of Carta’s Investors business unit by solving ambiguous, complex problems; driving architectural improvements for scalability and reliability; aligning teams on technical decisions; defining safe AI engineering practices; and mentoring senior engineers. The role focuses on distributed systems supporting fund financials, tax and compliance, LP management, and reporting.

Lead the long-term technical health of Carta’s Investors business unit by solving complex architectural problems, improving scalability and reliability, aligning teams on technical decisions, defining safe AI engineering practices, and mentoring senior engineers. The role focuses on distributed systems supporting fund financials, tax and compliance, LP management, and reporting.

Leads technically complex software projects from concept through production, improving system performance, reliability, and simplicity. Mentors engineers through code reviews and architectural guidance, collaborates with product and design, and applies modern AI-assisted engineering tools. The role supports Carta’s Investors platform, including fund financials, tax and compliance, LP management, reporting, ledgers, reconciliations, and capital calls.

Lead complex software projects from concept through production, improve system architecture and reliability, use AI-assisted development tools, mentor engineers, conduct architectural reviews, and collaborate with product and design. The role supports Carta’s Investors business unit, building software for fund financials, tax and compliance, LP management, and reporting.

Review, negotiate, and finalize client engagement letters and other routine commercial contracts. Serve as the primary client contact, resolve contractual queries, maintain negotiation playbooks, and support the wider Contracts team. The role requires independent handling of pre-M&A agreements, collaboration with lawyers and paralegals, use of AI-backed legal tools, and practical advice to sophisticated financial-services clients.

Leads Carta’s European fund accounting and administration business across the UK and Luxembourg. Responsibilities include managing and developing accounting teams, ensuring reporting quality and audit readiness, improving processes through technology and automation, scaling operations, overseeing client relationships and satisfaction, driving retention and expansion, and partnering with product and engineering to improve client outcomes and product adoption.

Own complex enterprise sales cycles with venture capital firms, from strategic outbound prospecting through close. Advise decision-makers on Carta’s fund administration, portfolio management, reporting, investor management, valuation, and portal solutions. Build trusted client relationships, develop long-term sales strategies, negotiate large contracts, and consistently achieve revenue goals. The role requires deep understanding of venture capital fund structures and enterprise sales experience, preferably in SaaS or financial services.

Manage the full lifecycle of inbound KYC requests, including intake, documentation review, client communication, record maintenance, and timely resolution. Apply global KYC and AML requirements, assess compliance issues, maintain audit-ready records, monitor regulatory changes, and escalate matters when necessary. The role operates in a high-volume, client-facing environment supporting asset managers and private equity firms.

Build and expand Carta’s relationships with venture capital ecosystem partners across the UK and Europe. Develop scalable partnership strategies, convert organizations into preferred partners, activate mutual business opportunities with Sales, generate referrals, gather market feedback, and represent Carta at industry events. The role requires strong networking, communication, cross-functional collaboration, and knowledge of venture-backed companies, fundraising, and the UK VC ecosystem.

Leads product marketing for Carta’s private equity and venture capital segments. Owns buyer personas, full-funnel messaging, enterprise content systems, AI-powered marketing infrastructure, integrated outbound campaigns, and campaign measurement. Partners with demand generation, integrated marketing, sales enablement, and creative teams to improve positioning, content quality, engagement, and pipeline impact.

Own end-to-end billing accuracy, client invoicing, collections, billing issue resolution, accrued revenue postings, reconciliations, month-end close, and revenue recognition analysis. Partner cross-functionally with sales, legal, finance, delivery, deal desk, and accounts receivable teams. Improve billing processes through AI-enabled tools while serving as a client billing contact.

Supports treasury and payment operations by resolving payment exceptions, approving outgoing payment batches, managing specialized disbursements, administering bank portal controls, monitoring banking data and credit limits, reconciling transactions, auditing bank fees, and executing liquidity transfers. The role collaborates with Support, Product, Engineering, Legal, Compliance, and banking partners while improving processes, documentation, and controls.

Negotiate and manage high-volume pre-M&A contracts for investment fund and asset manager clients. Serve as a trusted legal contact, maintain client playbooks, mentor junior legal staff, review work, and improve Carta’s AI-backed legal technology tools.

Develop and execute multi-channel demand generation campaigns for Carta’s private equity and alternative assets products. Own ABM targeting, lifecycle programs, and Salesforce campaign tracking while partnering with Sales, Product, Customer Success, Business Development, and Marketing. Analyze campaign performance, optimize conversion and pipeline impact, identify high-propensity accounts, and scale successful growth initiatives. The role requires strategic campaign planning, hands-on execution, cross-functional collaboration, and data-driven decision-making.

Own the client onboarding journey from signed contract through CSM handoff. Manage implementation timelines, milestones, stakeholders, client communication, risks, and blockers. Collaborate with sales, legal delivery, and customer success teams; conduct structured handoffs; track time-to-revenue, CSAT, and milestone completion; and improve onboarding playbooks and processes.

Negotiate and manage high-volume pre-M&A contracts for investment fund and asset manager clients. Serve as a trusted client contact, maintain contract playbooks, mentor junior legal staff, review work, and improve Carta’s AI-backed legal technology tools.