Jobs at Carta

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 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.

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.

Develop and execute full-funnel paid media strategies across SMB, mid-market, and enterprise segments. Optimize paid search, digital advertising, third-party media, ABM, personalization, and demand-generation campaigns to improve pipeline, lead quality, and return on ad spend. Conduct A/B testing, evaluate channel performance, pilot emerging advertising tools, and collaborate with campaign, content, product marketing, sales, web, and operations teams across global markets.

Owns the end-to-end Workday integration lifecycle, including architecture, configuration, deployment, production support, data mapping, validation, migrations, release management, and regression testing. Advises HR, IT, and business stakeholders on scalable integration solutions; maintains connections with external HR platforms; and extends Workday through applications, calculated fields, and automation. Requires deep experience across Workday modules, integration technologies, security, encryption, global data flows, and compliance.

Lead end-to-end post-training of open-weight language models on proprietary legal data, including dataset development, objective design, supervised fine-tuning, preference optimization, reinforcement learning, evaluation, and distributed training. Build production model-serving systems, agents, tooling, and infrastructure. Partner with product engineers, lawyers, and domain experts to translate workflows into model and evaluation strategies and deliver AI capabilities to users.

Owns client onboarding from signed contract through Customer Success handoff. Manages implementation timelines, milestones, stakeholder coordination, client communication, risk escalation, and structured account handoffs. Tracks time-to-revenue, CSAT, and milestone completion while contributing to playbook improvements. Partners with Account Executives, legal delivery, and CSM teams in a SaaS and professional-services environment.

Manage Carta’s Singapore office and support APAC satellite offices. Responsibilities include front-of-house operations, vendor and building relationships, access control, physical security, workplace safety compliance, onboarding logistics, office events, and employee experience. The role partners with People, IT, Onboarding, and Finance teams and may provide onsite support during office expansions or launches, requiring up to 20% APAC travel.

Lead complex software projects from concept through production, simplify architecture and infrastructure, improve performance and reliability, use AI-assisted engineering tools, mentor engineers, conduct code reviews, provide architectural guidance, and collaborate with product and design. The role focuses on re-architecting fragmented KYC products into a unified, scalable compliance platform.

Sell Carta's equity and fund administration software to early-stage (SMB) companies. Own high-velocity outbound prospecting, manage 20–25 deals/month, handle contract and pricing discussions, maintain CRM hygiene (Salesforce/Terret), and use AI tools to scale productivity. Hit quota, surface customer insights, and collaborate with internal teams while receiving training on fintech concepts and MEDDIC.

Lead complex software engineering projects for Carta’s KYC platform from concept through production. Simplify architecture and infrastructure, improve performance and reliability, use AI-assisted development tools, mentor engineers through reviews and guidance, and collaborate with product and design. The role involves building and integrating a unified compliance platform supporting high-volume entity screening across private-market transactions.

Supports fund administration through FATCA and CRS tax-documentation validation, preparation, and annual reporting across multiple jurisdictions. Assists clients with GIIN applications and tax-authority registrations, monitors evolving regulations, and collaborates with compliance, sales, product, and fund-administration teams. The role also contributes to operational projects and uses AI and automation to streamline workflows, improve processes, and maintain regulatory compliance.

Supports lawyers with first-round reviews of NDAs and commercial contracts, manages document lifecycles and deadlines, communicates with counterparties, and assists with contract execution. The role involves collaborating with lawyers and senior paralegals in a high-volume environment while developing expertise in contracts, compliance, or funds and potentially taking ownership of client accounts.