Implementations Project Manager, Fund Admin

The Company You'll JoinCarta 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Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.The Problems You'll SolveAs an Implementations Project Manager, you will focus efforts on supporting new Investor Services customers in their journey into Carta services.

You will drive operational excellence within our fast-growing Investor Services business by coordinating, facilitating and managing on-boarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta – i.e., implementation of client's limited partners list, investments, capitalization table and securitiesExtract relevant information from operating agreements and subscription documents to upload limited partners to CartaAnalyze data thoroughly and precisely to maintain data integrity throughout the on-boarding processLiaise between sales and Investor Services teams as the bridge post-sales through implementationCoordinate and manage multiple / simultaneous implementation projects by continually communicating with and motivating clientsContinuously look for ways to improve the efficiency and effectiveness of the on-boarding processWork closely with product and engineering to improve the on-boarding experience for customersThe Impact You'll HaveYou'll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them implement our software.

In this role you will be responsible for interacting with a fund's back office (CFO, fund manager) to collect their historical data, provide advisory support, and ultimately deliver accurate data to both the client and internal stakeholders.About YouFrom sale close, to implementation, and continued customer success, the ideal Implementations Project Manager will exhibit excellent communication skills, a high degree of problem-solving, velocity, embracing change and will constantly seek ways to better their process to provide customers with a world-class on-boarding experience.Proven success in a project management capacityAbility to interpret a story through unstructured dataExperience working with financial data and informationGreat people skills – high degree of empathy and great communication skillsExperience working with clientsExperience in implementing and successfully managing small and large projects or initiatives with sustained, measurable successIncredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomouslyPassionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirementsInterested in working with enterprise softwareSalaryCarta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

If you are located in New York, New York, our minimum cash compensation salary range for this role is $81,000 - $85,000 (if applicable, + commission).

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.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, connect with us via email at

As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values.

Check out our careers page to get to know us better as you think about your next step at Carta.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.

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