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.
We're looking for talented Solutions Consultants to join our EU Investors team. Our customers are primarily Venture Capital, Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a member of the Solutions Consultant team, you will collaborate with the Go-To-Market team in their sales process with investment firms to identify and build the best solution for the customer. Our offering includes fund administration services, portfolio management, investor management, investor portal, digital KYC and data collection. We offer a tech-focused platform for investment managers to manage their investment portfolio, fundraise and manage investor relationships. They are supported by a best in class team of fund accountants that they will work with on a day to day basis.
You will partner closely with the Fund Administration and Product teams to be an expert on our product and service offerings.
You will work with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals. You will also work with established and upmarket fund managers, providing consultative advice to help them improve their fund operations and LP communications with Carta’s industry leading technology.
The Problems You’ll Solve- Impart confidence and gain trust and faith of the prospects in Carta’s holistic fund administration solutions. Tactically, entails accompanying the Go-To-Market team on calls with investment firms to understand in depth the customer needs and pain points, “connect the dots” to scope a solution and communicate the business impact to key decision makers
- Partner closely with all team members of the Fund Admin team (in particular Delivery and Product teams) to lead the technical aspects of sales cycles and partnership conversations. ‘Technical’ refers to product and fund accounting knowledge (such as financial and equity technicalities including but not limited to waterfall, financial reporting, analytics, etc.).
- Interface (pre sales) with prospects and strategic channel partners to scope requirements and build confidence in Carta’s products. Lead technical demos of Carta products. Communication fluency with executives particularly in finance and legal domain is required.
- Provide product and technical financial expertise to drive meaningful progress towards a team quarterly revenue goal. Be a key contributor to the Carta product roadmap based on holding in-depth conversations with prospects. Partner closely with R&D ,sales and delivery leadership to achieve this.Provide technical coaching to all members of the Go-To-Market team as needed
- Support BD team at partner offsite seminars and events
(Even if you don’t have all of the qualifications we’ve listed, please apply if you believe you could be impactful in this role!)
- You are a qualified accountant with 7+ years of experience in accounting or another relevant area such as corporate finance.
- In-depth understanding of fund structures (Private Equity, Venture Capital, or Private Credit)
- A strong understanding of Venture Capital or Private Equity, ideally with regards to back office fund operations and fund administration.
- Experience working in private markets within Luxembourg, including familiarity with Luxembourg fund structures and the local regulatory environment.
- Proven track record of stakeholder management or client relationship management and excellent communication skills.
- You will have an interest in software products built to solve technical financial problems. You will be interested in talking to prospective customers,helping them to build and solve their operational problems.
- Experience working in a SAAS customer facing role
- Experience in a Fund Accounting / Fund Administration role.
- Knowledge and experience of European Alternative Funds regulations.
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
- Qualified accountant
- 7+ years of experience in accounting or a relevant area such as corporate finance
- In-depth understanding of private equity, venture capital, or private credit fund structures
- Strong understanding of venture capital or private equity, ideally involving fund operations and fund administration
- Proven stakeholder management or client relationship management experience
- Excellent communication skills, including communication with finance and legal executives
- Interest in software products solving technical financial problems
- Experience in a SaaS customer-facing role
- Experience in fund accounting or fund administration
- Knowledge and experience of European alternative funds regulations
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.
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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.
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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.
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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.
Carta Insights
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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