Jobs at Carta

Develop and execute Carta’s strategic partnerships strategy, identify and evaluate partnership opportunities, structure and negotiate commercial agreements, and manage ongoing partner relationships. Collaborate with product, sales, marketing, engineering, legal, and business teams to integrate partners, meet shared commitments, drive renewals, and report partnership performance and revenue metrics.

Review and file US Federal partnership tax returns for venture capital clients using Carta’s tax engine. The role requires CPA-level tax expertise, including IRS e-filings and investment vehicle structures, with K-2 and K-3 experience preferred. Responsibilities include collaborating with accounting, fund administration, compliance, legal, and financial teams; supporting tax automation and productization initiatives; managing client interactions; solving complex tax issues; and meeting multiple deadlines accurately.

Review and file US federal partnership tax returns and IRS e-filings for venture capital clients using Carta’s tax engine. The role requires expertise in state tax filings for investment vehicles, collaboration with accounting, fund administration, compliance, legal, and financial teams, client interaction, process automation, and managing complex tax structures and multiple deadlines.

Supports tax return preparation and filing for venture capital funds, fund managers, and investment structures. Responsibilities include federal and state e-filings, processing tax notices, validating tax records and financial data, routing client inquiries, assisting tax team leaders, and contributing to cross-functional projects. The role requires strong attention to detail, organization, communication, problem-solving, multitasking, and comfort using technology to automate tax processes.

Review and file US federal partnership tax returns and IRS e-filings for venture capital clients. The Tax Manager will use Carta’s tax engine, handle complex investment-vehicle structures, support Schedule K-2 and K-3 filings, collaborate with accounting, fund administration, compliance, legal, and financial teams, and communicate with clients while managing multiple deadlines.

Own the success, health, retention, and expansion of approximately 600 EMEA SMB, mid-market, and enterprise accounts. Build consultative customer relationships, drive Carta adoption, prepare renewals and executive business reviews, use AI and customer success platforms to scale engagement, and surface customer insights internally. Collaborate with Sales, Delivery, RevOps, and R&D while managing projects autonomously and navigating challenging customer conversations.

Review and file U.S. federal partnership tax returns and IRS e-filings for venture capital clients using Carta’s tax engine. Address state tax filings for investment vehicles, collaborate with accounting, fund administration, compliance, legal, and financial teams, interact with clients, and help automate tax workflows and scale post-deal processes.

Manage procurement requests, approvals, contracts, purchase orders, invoices, and supplier issue resolution. Execute lower-risk purchases, maintain procurement records, and support managers. Build AI-enabled and automated workflows, improve the Zip procurement platform, track process metrics, and lead related system and process projects. Requires procurement experience, procure-to-pay knowledge, AP discrepancy resolution, workflow automation experience, sourcing and negotiation skills, project management, communication, and comfort with data and business systems.

Supports APAC and MEA marketing campaigns, including demand generation, A/B testing, content localization, PR, social media, customer case studies, website optimization, marketing analytics, collateral development, and virtual or physical events. The intern collaborates with regional marketing teams to increase brand awareness and demand while gaining experience in B2B technology marketing.

Own high-value Carta Law client relationships through a high-touch customer success model. Build executive partnerships, lead QBRs, drive retention and expansion, identify upsell and cross-sell opportunities, resolve complex escalations, track NDR and retention metrics, and relay client insights to internal teams to influence service and product strategy.

Manage a portfolio of 40+ post-onboarding accounts, driving retention, expansion, and net dollar retention. Responsibilities include prioritizing account health and risk, conducting client check-ins and executive reviews, using customer success tooling and AI, partnering with sales on renewals and expansion, surfacing client feedback, and improving scaled customer success playbooks.

Manage and expand global partnerships for Carta Law with law firms, investment banks, compliance consultants, and other channel partners. Identify, structure, and close partnership agreements that drive distribution and market share. Build senior relationships, navigate complex stakeholder organizations, represent Carta at industry events, and collaborate with legal delivery, sales, marketing, and operations teams. The role requires strong knowledge of private markets, legal and compliance workflows, commercial strategy, and partnership development.

Own and grow portfolios of existing VC investor customers through upselling, cross-selling, renewals, and pricing alignment. Identify expansion opportunities, negotiate renewal outcomes, build relationships with decision-makers, maintain sales pipelines in CRM systems, and help customers maximize Carta’s platform value. Collaborate with product, marketing, support, and internal teams to resolve issues, drive engagement, and develop customer advocates.

Lead onboarding and implementation for new fund administration clients. Collect and transform historical fund data, advise on accounting practices, demonstrate Carta’s software, interpret fund documents, manage implementation projects, and deliver accurate financial statements. Collaborate with fund managers, CFOs, Product, and Engineering teams while helping improve platform capabilities and apply AI to fund administration workflows.

Administer and develop enterprise finance systems, primarily NetSuite and Zuora, across Europe, the Middle East, and APAC. Configure workflows, integrations, roles, permissions, reports, dashboards, and customizations; provide user support and training; manage access, releases, change control, and system integrity. Partner with Finance, IT, and business stakeholders on process mapping, analytics, automation, AI adoption, onboarding acquired entities, and quote-to-cash systems.

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.

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.