Implementations Lead - LP Portfolio Analytics

Who you are

You have a strong background in technical account management or implementations, ideally with experience in financial software or private markets. You possess excellent communication skills, allowing you to effectively interact with clients and understand their needs. Your leadership experience enables you to guide local teams while ensuring successful software implementations. You are detail-oriented and have a knack for problem-solving, which helps you navigate complex client requirements and deliver tailored solutions. You thrive in a collaborative environment and enjoy working closely with cross-functional teams to achieve common goals. You are adaptable and can manage multiple projects simultaneously, ensuring that client expectations are met or exceeded.

Desirable

Experience in venture capital, private equity, or private credit is a plus. Familiarity with ERP systems or financial software will give you an edge in understanding the challenges faced by fund CFOs. A background in data analytics or business intelligence can enhance your ability to provide insights to clients during the implementation process.

What you'll do

As the Implementations Lead, you will be responsible for overseeing the onboarding of clients onto the Carta LPPA software. You will work closely with clients to understand their specific needs and ensure that the software is configured to meet those requirements. Your role will involve training clients on how to use the software effectively, providing ongoing support, and addressing any technical issues that arise during the implementation process. You will collaborate with internal teams to enhance the software based on client feedback and industry trends. Additionally, you will lead local teams, fostering a culture of excellence and continuous improvement. Your expertise in private markets data will be crucial in guiding clients towards long-term success with the Carta platform.

What we offer

At Carta, you will be part of a dynamic team that is shaping the future of private market infrastructure. We offer a competitive salary and benefits package, along with opportunities for professional growth and development. You will work in a collaborative environment that values innovation and encourages you to bring your ideas to the table. Our culture is built on trust and transparency, and we are committed to creating a workplace where everyone can thrive. Join us in making a significant impact in the world of private capital markets.