PE LLC Implementations Specialist

Who you are

You have a strong background in customer relationship management, ideally with experience in private equity or venture capital environments. Your ability to build and maintain relationships with clients is key — you understand the nuances of working with LLC and PE-backed customers and can navigate their unique needs effectively. You are detail-oriented and possess excellent communication skills, allowing you to convey complex information clearly and concisely. You thrive in collaborative settings and enjoy working closely with cross-functional teams to deliver exceptional service. Your problem-solving skills are top-notch — you can identify issues quickly and develop effective solutions that meet client expectations. You are adaptable and open to learning new technologies and processes, ensuring you stay ahead in a rapidly evolving industry.

Desirable

Experience with fund administration or ERP systems is a plus, as is familiarity with private market infrastructure. A background in finance or accounting can enhance your understanding of the challenges faced by fund CFOs. You are proactive in seeking out opportunities for improvement and are comfortable working in a fast-paced environment where priorities can shift quickly.

What you'll do

As a PE LLC Implementations Specialist at Carta, you will be responsible for onboarding new clients and ensuring they have a seamless experience with our software solutions. You will work closely with clients to understand their specific needs and tailor our offerings to meet those requirements. Your role will involve training clients on how to use our platform effectively, guiding them through the implementation process, and providing ongoing support as they integrate our solutions into their operations. You will collaborate with internal teams to address any technical issues that arise and ensure that client feedback is communicated effectively to drive product improvements. Your efforts will directly contribute to enhancing the strategic impact of fund CFOs, helping them manage their assets more efficiently. You will also be involved in developing best practices for client engagement and implementation processes, ensuring that Carta continues to deliver exceptional value to our customers.

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 collaborative work environment where your contributions are valued and recognized. You will have access to professional development opportunities to enhance your skills and advance your career. Our company culture emphasizes innovation and teamwork, and we encourage you to bring your ideas to the table. We believe in the power of equity ownership and are committed to unlocking opportunities for our clients and employees alike. Join us in our mission to transform the private capital markets and make a meaningful impact in the industry.