Carta
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Fintech • Software
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.
Fintech • Software
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.
Fintech • Software
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.
Fintech • Software
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.
Fintech • Software
As a Senior Fund Accountant, you will partner with venture capital firms to handle financial accounting and improve Carta's Fund Administration software through collaboration with various teams.
Fintech • Software
The Associate Fund Controller manages client relationships, oversees fund administration services, ensures compliance, reviews financial statements, and collaborates with product engineering teams to enhance software solutions.
Fintech • Software
The Associate Fund Controller will support client needs through various financial services, manage client relationships, review financial statements, and collaborate with product teams to enhance software solutions for private capital markets.
Fintech • Software
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.
Fintech • Software
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.
Fintech • Software
Leads the long-term technical health and strategic direction of Carta’s Middle Office engineering domain. Designs scalable distributed systems, resolves ambiguous cross-functional problems, drives architectural and reliability improvements, establishes AI engineering practices, aligns teams on technical decisions, maintains operational standards, and mentors senior engineers. The role focuses on private equity and venture capital workflows including portfolio data ingestion, valuation, allocation, forecasting, and reporting.
Fintech • Software
Join Carta's Funds team supporting investor onboarding, transaction KYC, and high-volume funds legal work. Rotate or specialize across compliance, contracts, and funds work, collaborating with lawyers and paralegals, managing deadlines, communicating with clients, and handling LP transfer processes as needed.
Fintech • Software
Lead product strategy and delivery for Carta's Fund Administration platform. Collaborate with designers, engineers, and business partners to prioritize features, ship impactful products, and solve complex user problems using systems thinking, data, and rapid validation methods.
Fintech • Software
Manage a portfolio of private equity firm customers to drive product adoption, account health, renewals, and revenue expansion. Build strategic relationships, negotiate renewals, resolve escalations, and collaborate cross-functionally to influence product roadmap and maximize customer value.
Fintech • Software
Manage a portfolio of private equity firm customers to drive adoption, retention, and expansion of Carta's Fund Administration and ERP products. Build strategic relationships, deliver data-driven account plans, lead renewals and negotiations, mitigate churn, collaborate cross-functionally, and translate client feedback into product improvements and growth opportunities.
Fintech • Software
Serve as a technical private capital and accounting expert guiding large, complex clients from late-stage sale through onboarding and go-live. Manage cross-functional conversions, set expectations, build governance, drive product/operational solutions, and foster executive-level relationships to maximize platform adoption and client value.
Fintech • Software
As a Senior Fund Accountant at Carta, you will support venture capital firms with financial accounting needs, manage client relationships, and collaborate with product and engineering teams for software improvement.
Fintech • Software
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.
Fintech • Software
As a Sales Development Representative, generate pipeline, develop partner relationships, execute event strategies, and ensure data integrity to support sales initiatives.
Fintech • Software
As a Demand Generation Marketing Manager, you'll develop and execute marketing strategies to drive awareness and revenue, coordinate campaigns, and produce content while collaborating with cross-functional teams.
Fintech • Software
Manage end-to-end LP transfer workflows, supervise paralegals, serve as primary client contact for KYC/AML and documentation, evolve client playbooks, support pitches, and partner with product/tech to improve AI-driven legal tools.



