Jobs at Carta

Negotiate and execute high volumes of pre-M&A contracts for investment fund and asset manager clients. Manage matters from initial review through execution, maintain client-specific playbooks, advise sophisticated clients, mentor junior lawyers and paralegals, and improve AI-backed legal technology workflows.

Owns the full enterprise sales lifecycle for Carta’s fund administration and private capital technology products across Europe. Responsibilities include strategic prospecting, consultative selling, stakeholder engagement, pipeline management, negotiation, closing large contracts, developing sales plans, building industry relationships, and collaborating with Delivery and R&D teams. The role targets venture capital, private equity, and private credit funds and may involve supporting industry events and conferences.

Own global Workday Payroll and HCM configuration for 2,000+ employees. Manage payroll calculations, earnings, deductions, taxes, integrations, testing, releases, troubleshooting, documentation, and compliance. Partner with People, Payroll Operations, HRIS, and Integrations teams to translate business needs into scalable system configurations across the US, EMEA, and LATAM.

Negotiate and manage high-volume pre-M&A contracts, including NDAs, confidentiality agreements, NRLs, joinders, and engagement letters. Serve as the primary client contact for investment funds and asset managers, maintain contract playbooks, mentor junior legal staff, and improve Carta’s AI-backed legal technology tools and processes.

Supports sales of Carta’s fund administration and investment management platform to venture capital, private equity, and private credit firms. Leads discovery, solution scoping, technical demonstrations, and consultative discussions with finance and legal executives. Partners with fund administration, product, delivery, sales, and R&D teams; advises emerging funds on formation and operations; provides technical coaching and contributes to product roadmap development and revenue goals.

Manage Carta Law’s global partnerships with law firms, investment banks, compliance consultants, and other professional services organizations. Identify opportunities, structure and negotiate partnership agreements, and grow referral channels that generate measurable business outcomes. Build senior relationships across complex organizations, collaborate with legal delivery, sales, marketing, and operations teams, and support commercial growth in the private markets ecosystem.

Negotiate and manage high-volume pre-M&A contracts, including NDAs, confidentiality agreements, NRLs, joinders, and engagement letters. Serve as the primary legal contact for investment fund and asset manager clients, maintain contract playbooks, mentor junior lawyers and paralegals, and help improve Carta’s AI-backed legal technology suite.

Manage early-stage venture financing transactions for founders and venture capital funds, including term sheets, diligence, negotiations, signing, and post-closing work. Review and negotiate SAFEs, convertible notes, and priced-round agreements while advising on cap table, governance, and corporate matters. Supervise paralegals, develop deal playbooks, build client relationships, support business development, and partner with technology teams to improve AI-enabled legal workflows.

Own complex KYC engagements from intake through resolution, reviewing documentation and entity structures for AML and KYC compliance across US, UK, and EU regimes. Maintain accurate records, resolve issues, monitor regulatory changes, communicate with clients and counterparties, and escalate appropriately. The role also mentors junior analysts, improves processes, and supports high-volume compliance operations involving private markets and offshore jurisdictions.

Negotiate and manage high volumes of pre-M&A contracts for investment fund and asset manager clients. Serve as the primary client contact, maintain contract playbooks, mentor junior lawyers and paralegals, review legal work, and help improve Carta’s AI-backed legal technology suite. The role requires independent transactional legal judgment, strong client communication, financial services familiarity, and the ability to work efficiently in a fast-paced environment.

Manage global partnerships with law firms, investment banks, compliance consultants, and other professional services organizations. Own the partnership lifecycle, including identifying opportunities, structuring and negotiating agreements, developing referral channels, and managing senior stakeholder relationships. Collaborate with legal delivery, sales, marketing, and operations teams to drive distribution and measurable commercial outcomes for Carta Law.

Participate in a 12-month rotational program supporting 409A valuations, tax reporting, fund implementations, and portfolio data collection. Use AI tools, scripting, and CLI workflows to automate financial processes, identify workflow inefficiencies, provide product/engineering feedback, and develop repeatable systems while building expertise in private markets and Carta's ERP vision.

12-month rotational role supporting fund administration and auditable reporting services. Use AI tools, scripting, and CLI workflows to automate financial processes, support 409A valuations, tax reporting, fund implementations, and portfolio data collection, and provide feedback to product and engineering.

Provide technical customer support for private equity clients using the Carta platform. Diagnose complex cap table and platform issues, read logs and error traces, reconcile cap tables, support equity projects, conduct training, and manage urgent cases. Use AI tools, command-line interfaces, and basic scripting to investigate and resolve recurring problems. Act as a subject matter expert, improve support processes, and collaborate cross-functionally to increase customer satisfaction and adoption.

Sell Carta Law to legal services and fund management clients by owning full sales cycles, prospecting outbound, influencing C-suite legal and finance decision-makers, closing complex multi-stakeholder deals, and acting as a customer advocate to drive revenue growth within legal services and fund administration markets.

Own outbound prospecting to build top-of-funnel pipeline for Carta Law by researching targets, booking qualified meetings, maintaining CRM hygiene, preparing sales collateral, and monitoring market trends. Collaborate with Sales Directors and SDRs to convert outreach into qualified opportunities.

Leads customer marketing strategy and execution for Carta’s Cap Table business, focusing on upsell, cross-sell, retention, and product adoption. Designs multi-channel campaigns across email, in-product experiences, events, paid social, and outbound marketing. Uses customer insights, data, AI, ABM, personalization, and automation to identify expansion opportunities, improve targeting, and scale campaign execution. Partners cross-functionally with Product, Sales, Customer Success, Lifecycle, Marketing Operations, Engineering, and Product Marketing.

Leads product marketing and go-to-market enablement for private-market finance products. Develops sales assets, segment messaging, outbound strategies, campaigns, launch plans, and customer expansion plays. Partners with Sales, Marketing, Creative, Enablement, Operations, and Product teams to improve pipeline, support launches, analyze performance, gather customer feedback, and influence the product roadmap. Represents Carta at customer events, internal kickoffs, and industry conferences.

Supports lawyers with first-round markups of NDAs and commercial contracts, manages document lifecycles and deadlines, communicates with counterparties, and assists with contract execution. Collaborates with lawyers and senior paralegals on high-volume matters while developing expertise in contracts, compliance, or funds and contributing to client account ownership.

Manage the full lifecycle of inbound KYC requests, including intake, documentation review, validation, client communication, recordkeeping, and timely resolution. Apply global KYC, AML, and international regulatory requirements, monitor regulatory changes, maintain audit-ready records, and escalate issues appropriately. The role operates in a high-volume, client-facing environment serving asset managers, private equity firms, and counterparties.