Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Solutions Engineer, you’ll work to:
- Own technical discovery for large deals – engaging CFOs, controllers, and GCs in Carta’s ERP workflows.
- Lead complex solution design, tying Carta’s multi-product suite (cap table, waterfall, valuations, FA) into prospect business cases.
- Run proof-of-concept engagements that validate Carta’s ability to deliver on nuanced financial workflows.
- Mentor and coach other SEs in demo delivery, objection handling, and product expertise.
- Drive competitive positioning by mapping Carta’s differentiators vs. legacy FA tools, point solutions, and manual Excel processes.
- Partner with Delivery and Product to ensure closed-loop solutioning: what we sell matches what we deliver.
As a Solutions Engineer at Carta, you will be part of a high-impact team that partners with Account Executives and Client Partners across segments to drive our most important sales opportunities. You’ll collaborate closely with Sales, Enablement, Strategy, Product, and Delivery teams to act as a trusted technical advisor throughout the sales cycle.
Your role will focus on deeply understanding customer needs, designing solutions that showcase the full breadth of Carta’s capabilities, and guiding prospects through proof-of-concept engagements that demonstrate the value of our platform. You’ll play a critical part in advancing Carta’s ERP vision, delivering integrated solutions that connect equity, fund administration, compliance, and emerging workflows into one seamless system for our customers.
About YouYou are an experienced Solutions Engineer with a proven ability to lead technical solutioning in complex SaaS sales cycles. You bring a consultative mindset and are energized by solving sophisticated problems for finance and legal executives at leading VC and PE firms.
- 7+ years of experience in solutions engineering, fund administration, valuations, or technical customer success within SaaS or financial technology.
- A background in Private Equity/Private Credit is highly desirable.
- Demonstrated ability to lead technical discovery and translate nuanced customer requirements into scalable solution designs.
- Skilled in delivering demos and proof-of-concepts that align Carta’s ERP vision—across cap tables, waterfalls, fund admin, and carry—with client business goals.
- Confident engaging with senior stakeholders (CFOs, GCs, Controllers, Partners) and tailoring conversations to both technical and business decision-makers.
- Proven success in mentoring junior SEs and raising team standards in demo execution, objection handling, and solution storytelling.
- Ability to partner cross-functionally with Sales, Product, Delivery, and Client Partners to ensure consistency between what is scoped, sold, and implemented.
- Strong competitive acumen, with experience positioning SaaS solutions against legacy tools and manual workflows.
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:
- $220,000 - $255,000 OTE in New York City, New York or San Francisco, CA
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
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].
Top Skills
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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