Procurement Operations Specialist

Posted 2 Days Ago
Be an Early Applicant
Sandy, UT, USA
Hybrid
Mid level
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
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.
Summary Generated by Built In
The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

At Carta, we're transforming how private capital operates — connecting the software, services, and legal infrastructure that founders, fund managers, and legal teams depend on. We believe the problems we solve today unlock the opportunities of tomorrow. As a Procurement Operations Specialist, you’ll work to: 

  • Keep purchase requests, approvals, and contract signatures moving, and follow up on anything that stalls
  • Keep contracts, purchase orders (POs), and system records in sync when scope, term, or value changes
  • Find the cause of supplier issues across contracts, POs, invoices, and payments, and secure the fix
  • Run straightforward purchases (software, consulting, marketing, events, hotels, office) from quote to signed agreement
  • Build, test, and maintain AI-enabled workflows that cut cycle time and manual work
  • Own process and system projects, including improvements to our procurement platform, Zip
  • Track cycle time, rework, and time saved, and use the results to choose the next improvement
  • Support procurement managers across the team
The Team You'll Work With

Carta's Procurement Team helps the company buy what it needs quickly, safely, and on good terms. The Procurement Operations Specialist keeps requests, approvals, and signatures moving, handles straightforward purchases from start to finish, and builds AI-enabled workflows that make the whole team faster. You will report to the Head of Procurement. The successful candidate for this position will be highly motivated, prepared to adapt to a fast paced environment, has excellent organization & communication skills and has an understanding of sourcing and procurement concepts.

About You

We're looking for someone who keeps work moving and wants to grow in procurement. If you follow through, enjoy fixing processes, and are curious about AI, this role could be a great fit.

What You’ll Need:

  • At least 3 years of experience in procurement, sourcing, or vendor management (technology/software or marketing sourcing is a plus)
  • Working knowledge of procure-to-pay: how agreements, approvals, POs, invoices, and payments connect
  • Experience investigating a discrepancy and getting it resolved with Accounts Payable
  • Hands-on experience improving a workflow with AI tools or automation, with an example of what you built and what improved
  • Working knowledge of contract negotiation and sourcing, enough to handle lower-risk purchases
  • Strong project management skills and the ability to keep many tasks moving at once
  • A service mindset: responsive, clear communication, and good judgment with incomplete information or urgent requests
  • Comfort working with data, spreadsheets, and procurement or finance systems

Preferred (but Not Required):

  • A bachelor's degree in Operations, Supply Chain Management, Information Systems, or Industrial Engineering
  • Experience in financial services (fintech, banking, broker-dealer, etc.)
  • Experience administering a procurement platform such as Zip
  • Experience with no-code or low-code automation tools
  • Experience training employees on procurement systems and processes
  • Exposure to mergers and acquisitions (M&A) activity

Disclosures:

  • We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. 
  • Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
  • For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
  • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].

Skills Required

  • At least 3 years of experience in procurement, sourcing, or vendor management
  • Working knowledge of procure-to-pay processes, including agreements, approvals, purchase orders, invoices, and payments
  • Experience investigating discrepancies and resolving them with Accounts Payable
  • Hands-on experience improving a workflow with AI tools or automation, including an example of the resulting improvement
  • Working knowledge of contract negotiation and sourcing for lower-risk purchases
  • Strong project management skills and ability to manage multiple tasks
  • Strong communication, organization, service orientation, responsiveness, and judgment
  • Comfort working with data, spreadsheets, and procurement or finance systems
  • Bachelor's degree in Operations, Supply Chain Management, Information Systems, or Industrial Engineering
  • Experience in financial services, fintech, banking, or broker-dealer environments
  • Experience administering a procurement platform such as Zip
  • Experience with no-code or low-code automation tools
  • Experience training employees on procurement systems and processes
  • Exposure to mergers and acquisitions activity

Carta Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Carta and has not been reviewed or approved by Carta.

  • Fair & Transparent Compensation — Compensation is portrayed as market-competitive in many roles, with particularly strong positioning in engineering and product packages. Pay is also framed as comparatively strong versus other aspects of the overall employee experience.
  • Parental & Family Support — Parental leave is positioned as notably generous, with extended paid leave for birthing parents and paid bonding leave for all parents. Family-building support is also emphasized through fertility treatment and egg-freezing coverage.
  • Leave & Time Off Breadth — Time off is structured with a required minimum amount of paid leave and then additional flexibility through an unlimited PTO and sick-time approach. This design is intended to ensure time off is actually taken while preserving flexibility beyond the minimum.

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The Company
HQ: San Francisco, CA
1,902 Employees
Year Founded: 2012

What We Do

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.

Why Work With Us

Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.

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