PE LLC Implementations Specialist

Who you are

You have a strong background in customer success or implementations, ideally within the finance or software industry. You excel at building relationships and have a knack for understanding customer needs, ensuring they receive the best possible service. Your communication skills are top-notch, allowing you to convey complex information clearly and effectively. You are detail-oriented and organized, capable of managing multiple projects simultaneously while maintaining a focus on customer satisfaction. You thrive in collaborative environments and enjoy working closely with cross-functional teams to deliver exceptional results. You are adaptable and open to learning, always seeking to improve processes and enhance customer experiences.

What you'll do

As a PE LLC Implementations Specialist at Carta, you will be responsible for onboarding new customers and ensuring they are set up for success with our platform. You will work closely with LLC and PE-backed clients to understand their unique needs and tailor our solutions accordingly. Your role will involve training customers on our software, providing ongoing support, and acting as their primary point of contact during the implementation process. You will collaborate with internal teams to address any issues that arise and ensure a smooth transition for clients. Additionally, you will gather feedback from customers to help improve our offerings and contribute to the overall success of the company.

What we offer

At Carta, we offer a dynamic work environment where you can grow your career while making a meaningful impact in the private equity and venture capital space. You will have the opportunity to work with a talented team dedicated to transforming the way private markets operate. We provide competitive compensation and benefits, along with opportunities for professional development and advancement within the company. Join us in our mission to unlock the power of equity ownership for more people in more places.