The Problems You'll Solve

As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:

• Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
• Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
• Identify inefficiencies in workflows and turn them into repeatable, scalable systems
• Provide feedback to engineering and product through testing, bug reporting, and process insights
• Become an expert in private markets, AI tools, and Carta's ERP vision

The Team You'll Work With

You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.

About You

• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
• Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
• Bias for action—you take ownership and don't wait for perfect instructions
• Knowledge of financial statements and common financial concepts
• Experience managing multiple projects simultaneously and adapting to shifting priorities
• Excellent verbal and written communication skills with diplomacy and poise under pressure
• Curious, competitive mindset—you want to be excellent, not just get a job

Nice to have:

• Exposure to financial concepts through coursework, internships, or personal interest
• Experience with Python, scripting, or basic technical tooling
• Familiarity with financial modeling in Excel
• Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work

Salary

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: 

•  $71,250 - $76,000 in Seattle, WA (Hourly rate of $34.25 - $36.54)

*Annualized salary based on estimated 40 hour hours per week before overtime

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You’ll Solve 

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services. Some of the strategic support that we provide includes:
• Capital calls
• Audit/tax support
• Pre/post close services
• Quarterly and annual financials
• Limited Partner communications

• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Provide additional data points (TVPI, RVPI)

• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the venture capital space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, deliver consistent on-time results, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.

The Impact You’ll Have

Our goal is to position Carta as the leading Fund Administration group. As a Senior Fund Accountant at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment.

About You

• You have strong critical thinking and problem solving skills, and accurately judge when to make decisions versus escalate them
• You’re interested in providing best-in-class-service 
• You communicate information in a timely, appropriate manner to all relevant stakeholders and are able to multitask to meet multiple deadlines 
• You have an understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration
• You have experience interpreting and understanding Limited Partnership Agreements
• You’re interested in working on projects in a fast paced environment with a supportive team and as an individual

The Problems You'll Solve

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 Senior Site Reliability Engineer, you’ll work to: 

• Build and scale our internal  platform offerings (compute, storage and networking services) to ensure the reliability, and performance of our applications.
• Design and implement monitoring, alerting, and incident response systems.
• Collaborate with application software engineers (as needed) to guide their design and ensure it scales for what Carta needs in the long run.
• Act as an agent of change and push boundaries to incrementally improve our systems as we expand globally.

The Team You'll Work With

You’ll be joining the Infrastructure Engineering team at Carta. The Infrastructure Engineering team is responsible for providing secure, reliable, scalable and performant infrastructure to Carta’s customers and developers.

We are Software and Infrastructure Engineers who specialize in cloud computing, networking, systems design and architecture, storage, real time data telemetry, associated automation, tooling and processes. We possess a breadth and depth of knowledge about Carta’s infrastructure and industry wide best practices, that translates into leverage for Carta’s business.

About You

You are excited by the idea of developing scalable, reliable and efficient infrastructure that powers the entire company. We’re looking for strong communicators who enjoy collaborating to solve complex problems. Familiarity with infrastructure best practices on performance, reliability and security and their associated tools is appreciated. 

Our stack is Python, Java, Terraform, gRPC, Docker, Kubernetes, Postgres, running on AWS. Come join us! 

• Cloud Platforms: Extensive experience with cloud services such as AWS, Google Cloud Platform, or Azure, including services like EC2, S3, RDS, and Lambda. Experience with Kubernetes or other container orchestration is preferred!
• Infrastructure as Code (IaC): Proficient in using tools such as Terraform, Ansible, or CloudFormation for managing and provisioning cloud infrastructure.
• Networking: Experience with networking concepts and tools, including Container Network Interface (CNI), Network policy implementations. Experience with proxies and service mesh is a big plus. 
• Monitoring and Observability: Strong knowledge of monitoring tools and practices, such as Prometheus, Grafana, ELK Stack, or Datadog, and the ability to set up and maintain comprehensive monitoring solutions.
• Software Development: Proficiency in Python, with the ability to write efficient, maintainable, and scalable code.
• API Services: Experience in designing, deploying, and maintaining API services, with a strong understanding of RESTful and/or GraphQL API design principles.
• AI Fluency: You use AI tools in your own day-to-day work in addition to enabling others. You're comfortable building agents to reduce toil and expect this to be a normal part of how you operate.
• Experience operating CI/CD and its associated best practices is also appreciated though not essential.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: 

• $181,688 - $213,750 in Seattle, WA
• $191,250 - $225,000 in Santa Clara, CA  or San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You'll Solve

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 Senior Machine Learning Engineer II at Carta, you'll spend your time building agentic systems to power new products, automate complex document workflows, and accelerate Carta's business. You will also work closely with the SRE team to develop Carta's infrastructure around LLM integration and agentic processes. Example responsibilities will include:

• Develop agentic systems to classify, extract and review data from complex financial and legal documents.
• Develop agentic systems for document acquisition and management.
• Partner with product managers, engineers, designers, and business teams to incorporate agentic and LLM-powered products and user-flows.
• Own, coordinate, and solve complex, cross-functional problems that extend beyond the traditional boundaries of machine learning.

The Team You'll Work With

At Carta, our Machine Learning team is on a mission to power data products and automation through cutting-edge techniques. We work closely with Carta's core business units and product teams to develop LLM-powered and agentic systems for document intelligence, fund administration, legal tech, customer onboarding and more. This role is foundational to our team, where you'll work with one of the world's most valuable datasets and document repositories. Our systems directly enable revenue growth and operational efficiency for the company.

Our team consists of specialized Machine Learning scientists and engineers, collaborating with product analytics and data engineering experts. We foster a culture of partnership, working closely with teams across Carta to solve impactful problems. We strongly believe that being helpful accelerates results, and we support one another to achieve success at Carta.

The Impact You'll Have

You will own significant projects that directly align with the company's strategic initiatives in agentic systems, AI adoption and document intelligence. Your contributions will empower leaders across the organization to deliver innovative products, optimize operational efficiency, and make well-informed product decisions. Additionally, you will have the opportunity to develop foundational infrastructure for our team and establish best practices for integrating our agentic and LLM-powered systems into production environments. Your work will not only impact Carta's current machine learning capabilities but also pave the way for future engineers, enabling them to build upon your efforts seamlessly.

About You

Candidates must have a strong foundation in machine learning and software development, be proficient in Python, and have an analytical mindset. You have a strong bias towards simplicity, are excited by “zero to one” projects, and can efficiently communicate findings to leadership. Example traits that we value:

• 8+ years of industry experience solving complex data problems with descriptive and predictive statistical models
• Proficiency with AI-assisted software development, multi-agent development, skills & AI integration into development processes
• Experience with large language models (LLMs) and their applications in document intelligence
• Experience using LLMs and agentic frameworks such as Agno, Anthropic’s Agent SDK, Strands Agents SDK, A2A, LangChain or similar
• Experience with LLM observability and evals platforms such as Braintrust, Weights&Biases, LangFuse or similar
• Strong written and verbal communication skills
• A collaborative attitude and a helpful personality
• Experience building durable workflows in e.g. Temporal

The Problems You'll Solve

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. Ink is Carta’s Design System – the underlying foundation for how all of Carta looks and feels. Our focus is to make Financial Technology safe, intuitive, performant, and fun (yes, we said that).

As a Senior Design Systems Engineer, you’ll work to: 

• Architect and evolve the Ink component library: You will build and maintain robust, production-ready React components that blend rigorous design system standards, intuitive developer ergonomics, and extensible API design.
• Redefine the Design System for the Agentic Age: You will lead the R&D on how our design system evolves to support AI-driven interfaces. You will update our definition of a design system to accommodate generative workflows, ensuring Ink is optimized for both human developers and AI agents.
• Bridge the gap between design and code: You will act as a technical translator, taking concepts from Figma and turning them into performant UI code, ensuring that the "polish" of the design is never lost in translation.
• Elevate frontend quality and developer velocity: You will drive cross-functional projects to improve animation fluidity, CSS architecture, and system modularity, helping product teams solve 80% of their UI problems instantly so they can focus on the unique 20%.
• Coach and advocate for system adoption: You will mentor engineers and designers across the organization, conducting code reviews and design reviews to ensure best practices are met, while gathering feedback to iteratively improve the system’s flexibility and ease of use.

The Team You'll Work With

You’ll be joining our Design System team “Ink”. Ink is where visual design, user experience best practices, and modern React architecture fuse together to create a beautiful set of tools that allow teams to create great products fast. Our ultimate purpose is to enable great design at scale. We are a team that sits at the intersection of design and engineering; we build the foundational components, tooling, and documentation that empower hundreds of Carta engineers and designers to ship consistent, high-quality, and accessible interfaces.

About You

We are seeking an opinionated but humble builder who cares deeply about the craft of software and the details of design. You have likely built or maintained a component library before and understand the unique challenges of serving other developers as your primary customers.

• 7+ years of relevant experience recommended: Specifically in frontend engineering with a strong focus on design systems, AI-assisted development, or UI infrastructure.
• AI-Forward Innovator: You are actively pushing the limits of what design systems can do with AI. You are eager to explore how component APIs, tokens, and documentation can be optimized to support AI development patterns and the future of agentic UI.
• Systematic Thinker: You have a track record of replacing custom, one-off UI with modular, reusable solutions, and you can articulate the trade-offs of API design decisions to both engineers and designers.
• React & CSS Expert: You possess deep, expert-level knowledge of React (modern patterns, hooks, context), CSS (architecture, scalability), and animation technologies  such as CSS Animations, Framer, and D3. You write code that is not just functional, but a joy for other developers to use.
• Design Fluent: You are comfortable working and collaborating  inside Figma. You understand the nuances of interaction design and can prototype complex UI behaviors to validate concepts before they reach production.
• Champion of Quality: You have a "polish-oriented" mindset. You sweat the details on accessibility, performance, and visual fidelity, ensuring that our system sets a high bar for the rest of the company.

Salary

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: 

• $212,500 - $250,000 in San Francisco, CA; New York, NY
• $201,000 - $237,500 in Seattle, WA

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.

The Problems You'll Solve

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. Ink is Carta’s Design System – the underlying foundation for how all of Carta looks and feels. Our focus is to make Financial Technology safe, intuitive, performant, and fun (yes, we said that).

As a Senior Design Systems Engineer, you’ll work to: 

• Architect and evolve the Ink component library: You will build and maintain robust, production-ready React components that blend rigorous design system standards, intuitive developer ergonomics, and extensible API design.
• Redefine the Design System for the Agentic Age: You will lead the R&D on how our design system evolves to support AI-driven interfaces. You will update our definition of a design system to accommodate generative workflows, ensuring Ink is optimized for both human developers and AI agents.
• Bridge the gap between design and code: You will act as a technical translator, taking concepts from Figma and turning them into performant UI code, ensuring that the "polish" of the design is never lost in translation.
• Elevate frontend quality and developer velocity: You will drive cross-functional projects to improve animation fluidity, CSS architecture, and system modularity, helping product teams solve 80% of their UI problems instantly so they can focus on the unique 20%.
• Coach and advocate for system adoption: You will mentor engineers and designers across the organization, conducting code reviews and design reviews to ensure best practices are met, while gathering feedback to iteratively improve the system’s flexibility and ease of use.

The Team You'll Work With

You’ll be joining our Design System team “Ink”. Ink is where visual design, user experience best practices, and modern React architecture fuse together to create a beautiful set of tools that allow teams to create great products fast. Our ultimate purpose is to enable great design at scale. We are a team that sits at the intersection of design and engineering; we build the foundational components, tooling, and documentation that empower hundreds of Carta engineers and designers to ship consistent, high-quality, and accessible interfaces.

About You

We are seeking an opinionated but humble builder who cares deeply about the craft of software and the details of design. You have likely built or maintained a component library before and understand the unique challenges of serving other developers as your primary customers.

• 7+ years of relevant experience recommended: Specifically in frontend engineering with a strong focus on design systems, AI-assisted development, or UI infrastructure.
• AI-Forward Innovator: You are actively pushing the limits of what design systems can do with AI. You are eager to explore how component APIs, tokens, and documentation can be optimized to support AI development patterns and the future of agentic UI.
• Systematic Thinker: You have a track record of replacing custom, one-off UI with modular, reusable solutions, and you can articulate the trade-offs of API design decisions to both engineers and designers.
• React & CSS Expert: You possess deep, expert-level knowledge of React (modern patterns, hooks, context), CSS (architecture, scalability), and animation technologies  such as CSS Animations, Framer, and D3. You write code that is not just functional, but a joy for other developers to use.
• Design Fluent: You are comfortable working and collaborating  inside Figma. You understand the nuances of interaction design and can prototype complex UI behaviors to validate concepts before they reach production.
• Champion of Quality: You have a "polish-oriented" mindset. You sweat the details on accessibility, performance, and visual fidelity, ensuring that our system sets a high bar for the rest of the company.

Salary

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: 

•  $181,050 - $213,000 CAD in Waterloo, Ontario, Canada; Toronto, Ontario, Canada

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.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of participation in the private markets. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Business Development Manager, Private Equity Partners:

You will expand Carta’s distribution and market share by helping us deepen working relationships with key channel partners—and developing relationships with new ones. You will represent Carta as a valuable contributor to the Private Funds ecosystem, helping us to drive Private Equity and Private Credit fund penetration. 

• Create champions for Carta’s fund administration products (fund formation, SPV formation, valuations, KYC / AML, and portfolio insights) for private equity and private credit funds within the investment management ecosystem by partnering with, developing scalable strategies for, and engaging with partners that support upmarket and mid-market private funds
• These partners include law firms, audit/accounting firms, consultants, placement agents, compliance firms, industry groups, investment platforms, wealth managers, among others.      
• Work cross-functionally with Product, Delivery, Engineering, Implementations, Support, Sales, and Marketing to collect feedback from the industry, relay internally, and drive cross-functional conversations and roadmap for a strategy on deepening our mutual client penetration with preferred partners
• Develop and execute strategies to convert partners where Carta does not have deep relationships into preferred partners
• Coordinate and work alongside our Sales team to activate mutual books of business with partners
• Lead discovery on additional paths for Carta to add value to our partners to drive new business to Carta
• Drive non-linear referral motions with these partners to reliably drive a 50%+ increase in referrals
• Create awareness of Carta’s fund and investor tools for private equity and private credit funds, including identifying and attending conferences and other industry events
• Represent Carta in the field, meeting with current and prospective partners and attending industry events on Carta’s behalf (up to 25% travel)

The Team You’ll Work With

You’ll be joining our Private Funds sales team. The Business Development Manager, Private Funds Partners  will represent Carta in-market and advance the company’s efforts to grow its network, deepen existing relationships, and develop additional business opportunities for upmarket private funds. The Business Development role works cross-functionally to drive ecosystem partnerships to accelerate our growing business. Ideal candidates will be energized by building and managing impactful external relationships, driving cross-functional collaboration, digging into data, finding scalable and repeatable best practices, constructing strategic communications,  helping to change practices, and creating more owners across a rapidly evolving industry. 

About You

You enjoy building lasting, productive relationships. You are curious and you’re driven to key in on relationships and strategies that benefit all sides. You dig in to find ways to work with others. You are data-informed. You are empathetic with respect to the needs of our ecosystem partners. You have a strong moral compass. You are motivated by making a material impact on our business. You are energized by sharing your learnings with others. You roll up your sleeves to partner with colleagues from across the company to explore what’s possible and drive results. 

Qualifications

• An outgoing, natural networker with experience in building and maintaining relationships
• Knowledge of Private Equity and Private Credit funds and the broader industry
• Familiarity with how partners support private funds 
• Strong communication, presentation, and networking skills, with experience attending industry events

Nice-to-Have

• Relevant network of contacts within the community, specifically encompassing upmarket private equity funds and private credit funds, and the service providers that support them
• Prior experience building relationships or servicing funds as an industry partner supporting VC or private equity clients
• Prior experience managing relationships with high-profile ecosystem partners including investment funds, consultants, compliance providers, industry groups, investment platforms, wealth managers or other technology companies 
• Understanding of fund formation, regulations that apply to funds, fund administration, fundraising, or valuation services.

Salary

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. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. 

• $143,200 ($55.08/hour) - $180,000 OTE in New York, NY 

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You'll Solve

As a Treasury Analyst, you’ll be an integral part of Carta’s Fund Administration business supporting a global FA Treasury team—owning daily operational processes while driving improvements that enhance the overall client experience. Beyond executing payments and managing bank administration tasks, you’ll collaborate cross-functionally to identify inefficiencies, contribute to scalable solutions, and help shape how we support fund operations at scale.

• Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
• Collaborate with cross-functional teams such as Product, Engineering and Operations to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Proactively identify operational gaps, risks and support the development of scalable solutions
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
• Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

The Impact You'll Have

At Carta, we’re building infrastructure that helps innovators unlock the power of ownership. On the Treasury team, you'll be at the center of that mission—ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients. You’ll play a vital role in ensuring accurate and timely fund movements for our clients. Your contributions will help improve and scale our Treasury processes, while giving you the opportunity to grow cross-functionally and influence how we support fund operations at Carta.

About You

• Fluency in English, both verbal and written
• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders 
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

The Problems You'll Solve

As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:

• Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
• Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
• Identify inefficiencies in workflows and turn them into repeatable, scalable systems
• Provide feedback to engineering and product through testing, bug reporting, and process insights
• Become an expert in private markets, AI tools, and Carta's ERP vision

The Team You'll Work With

You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.

About You

• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
• Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
• Bias for action—you take ownership and don't wait for perfect instructions
• Knowledge of financial statements and common financial concepts
• Experience managing multiple projects simultaneously and adapting to shifting priorities
• Excellent verbal and written communication skills with diplomacy and poise under pressure
• Curious, competitive mindset—you want to be excellent, not just get a job

Nice to have:

• Exposure to financial concepts through coursework, internships, or personal interest
• Experience with Python, scripting, or basic technical tooling
• Familiarity with financial modeling in Excel
• Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work

The Problems You'll Solve

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 Demand Generation Marketing Manager, you’ll work to: 

Demand Generation Strategy and Management

• Collaborates closely with Carta GTM teams (including Marketing, Product, Sales, Customer Success, and Ops) to jointly develop and execute demand generation strategies tailored to specific audiences—driving awareness, pipeline, and revenue growth.
• Coordinates cross-functional efforts to ensure seamless execution of demand generation campaigns, leveraging insights from product, sales, and customer teams to optimize targeting and messaging.
• Develops robust multichannel demand gen plans on an annual and quarterly basis, aligning stakeholders across Carta to roll out impactful campaigns with clear goals, resource allocation (time, people, budget), and key performance indicators (KPIs).
• Works resourcefully within organizational constraints (budget, approvals, timing), iteratively testing creative tactics and adjusting programs based on performance data to maximize pipeline and conversions.
• Maintains strong internal stakeholder relationships and ensures responsive communication to drive alignment and address input, feedback, and requests relating to lead generation and conversion.

Marketing Communications and Enablement

• Partners with Carta sales, product, and customer advisory teams to deeply understand the decision journeys, pain points, and informational needs of our target audiences, informing content development and campaign design.
• Collaborates with content and customer marketing to produce mid- to bottom-funnel assets (case studies, product guides, customer success stories, webinars, solution briefs, nurture emails) tailored to customer needs and Carta’s value proposition.
• Surfaces and shares impactful customer stories and pipeline deals to derive insights, demonstrate value, and drive replication of effective demand gen tactics.
• Works with web, performance marketing, and digital teams to create and optimize landing pages, digital content, and conversion points for ICP-focused campaigns.
• Interfaces with the social and content marketing teams to activate compelling content on LinkedIn, Twitter, and other networks, amplifying reach and engagement among target audiences.
• Partners with product marketing to evolve tailored messaging and positioning as new product features and -specific solutions are launched.
• Coordinates with communications and PR to ensure a consistent story and support for major news, campaigns, launches, and thought leadership.

Events and Field Marketing

• Partners with Events team to develop and execute geo-targeted campaigns and networking opportunities in key hubs (e.g., New York, San Francisco, London), aligning content, speakers, and topics to target customer’s interests.
• Identifies and recruits top industry voices and Carta executives for event speaking engagements to strengthen credibility and thought leadership.
• Drives event promotion, registration, and follow-up activities with an eye on pipeline acceleration and maximizing engagement.
• Collaborates with lifecycle marketing to nurture prospect attendees and convert event interest into meaningful sales opportunities.

The Team You'll Work With

You’ll be joining our Integrated Marketing team, reporting directly to the Director of Demand Generation and Field Marketing. The Carta marketing team plays a vital role in our growth across all products, audiences and sectors.

About You

• Exceptional relationship management skills with internal stakeholders and executive leaders, especially across GTM teams (Sales, Product, Customer Success, Marketing, etc.).
• Maturity and strategic acumen to independently drive high-impact demand generation programs targeting sophisticated audiences, while aligning cross-functional teams to shared goals.
• Deep understanding of modern marketing functions—including digital, field, ABM, content, events, lifecycle—and proven ability to influence resources and priorities across teams to achieve demand generation objectives.
• Strong track record of designing, executing, and optimizing multi-channel, data-driven campaigns that create pipeline and accelerate revenue, ideally for complex B2B, SaaS, fintech or financial services solutions.
• Demonstrated expertise in collaborating cross-functionally with revenue teams and influencing senior leaders to advance marketing initiatives.
• Outstanding communication, project management, and prioritization skills; thrives in a fast-paced, iterative environment.
• BA required; experience marketing to institutional investors or financial stakeholders highly desirable.
• 6+ years’ experience in GTM, demand generation, field marketing, or ABM roles—preferably with a focus on fintech, SaaS, or financial services audiences.

The Team You'll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership. 

As you move through our process, we’ll transition from the general pool to a team-matching phase, ensuring that by the final interview, you are aligned with a specific team that matches your strengths and career goals. 

High impact domains you might join include:

• Integrated CRM & ERP Solutions: Defining and delivering our next-generation CRM as part of a fully integrated ERP for private capital. You’ll build deep, greenfield product and data integrations at the heart of the platform, shaping a system that unifies front-office intelligence with financial and operational workflows. You’ll work closely with the founder of the CRM Product that Carta has acquired.
• International Fund Administration: Building and scaling Carta's FA platform for all markets outside the US, adapting the core FA product to fit local standards across Europe, APAC, and beyond. Operating as a lean, high-growth "startup within a startup", you'll work end-to-end with regional FA, sales, and other teams to launch in new markets, iterate quickly toward product-market fit, and own outcomes for this growing business.  

The Problems You'll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems 
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.
  
  

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS. 
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the "why" behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

The Problems You’ll Solve

In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process and providing an exceptional customer experience. 

You will also need to feel comfortable working with data, business systems, and developing training & enablement content for our customers. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team.

Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will: 

• Problem-solve, all day every day!
• Support new clients and their law firms in “on-boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta & add-on products (e.g. CTC & ESOP Advisory)
• Manage complex datasets with high integrity and accountability; executing complex cap tables with minimal errors and maximal accuracy
• Maintain the quality of clients’ data throughout the on-boarding process
• Set customers up for success with value-based adoption & engagement, using every KOC as an opportunity to understand the customer’s problems & communicate clearly how Carta can help solve them 
• Understanding each customer’s ‘why Carta?’, and ensuring the onboarding process encapsulates Carta’s unique value propositions: source-of-truth accuracy, administrative time & cost savings, growth scalability, compliance & risk management, audit efficiency, employee engagement/retention, etc. 
• Migrate Clients Data to Carta’s Onboarding Spreadsheet in Excel, leveraging AI & Automation tools for scalable efficiency
• Coordinate and manage inputs needed from both the clients and their law firms in a timely manner; ensuring you take multiple communications channels to achieve appropriate resolution on this data (email, calls, zooms, in-person meetings)
• Train clients on how to use Carta Software – perform product demos, walk-throughs, recordings as necessary to educate customers on how to use Carta Software 
• Create quality customer-facing content to support education & enablement as required
• Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process; you influence these optimisations regularly and share them with the broader team to elevate ways-of-working
• Proactively manage your clients to appropriate Activation dates, sending them live on time or early and improve your Time-to-Value month over month
• Establish clear multi-phase project timelines and strictly adhere to them, ensuring timely project delivery and effectively managing all internal and client expectations related to the project schedule.
• Take accountability for setting customers up for success, with early focus on achieving a ‘Green’ health status through sustainable stakeholder engagement & adoption
• Give your clients resources to appropriate teams post Go Live
• Have the ability to work cross-functionally with teams; collaborating with Sales & Support & CS to elevate the end-to-end customer experience at all times. 
• Embrace the ‘voice of the customer’ in sharing any risks or challenges with your peers for proactive account management.  
• Work closely with product, engineering and our internal implementations leaders to collaborate on strategic initiatives, improve the on-boarding experience for our customers, leveraging global best practises
• Communicate effectively with cross-functional peers; you take strong accountability for the critical role you play in impacting customer health by setting customers up for success in their first 90-day Carta experience
• Build collaborative relationships with cross-functional peers (incl. Product, Engineering, Tech Leads, Legal), taking the time to connect with them on calls/zooms/in-person meetings as required to achieve successful outcomes for your customers
• Proactively engage with trainings & enablement sessions to ensure you are resourced to provide the best customer experience
• Proactively share customer updates internally/externally: 
• Updating clear notes in SFDC Implementation projects for ALL customers 
• Updating slack channels for all Enterprise customers to ensure clear & constructive CSM handovers
• Take initiative on process optimisations, to continuously improve cross-functional collaboration & customer experiences at scale.
• Apply (and experiment with) new AI & automation tools to resolve the challenges/obstacles in your day-to-day jobs-to-be-done

The Impact You’ll Have

• You are proficient in Excel and have experience with CRMs (Salesforce)
• You are eager to learn or have experience working with: Claude, Mixmax, Glean, Slack automations & workflows
• You have strong project management skills – must be able to manage multiple projects (40+) at a time, while providing timely follow up to clients
• You have great people skills and a high degree of empathy
• You have great communication skills; both internally across functions and externally towards customers and key stakeholders
• You are highly organized and can manage a group of C-Suite Clients
• You have the ability to deal with uncertainties and ambiguous situations
• You have the ability to maintain confidentiality as required by customers
• You are familiar or will become familiar with Private Equity and Capitalization, and have a self-motivated interest in deepening expertise in ESOP Advisory regulations & best practises across key markets: SG, Australia, and UAE
• You are ambitious, proactive, a self-starter, helpful and resourceful
• You are motivated to build a fluency in every-day AI tools, taking clear initiative to leverage them in your day-to-day ways-of-working as well as opportunities for bigger team-wide process improvements
• You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues

The Success Metrics you’ll strive for

Performance in the IM role is as much quantitative, as it is qualitative. The Implementation Manager is an cross-functional equity expert, collaborative team member, strong ‘voice of the customer’ communicator, and a problem-solving innovator & optimiser at every opportunity. 

• Median Time-to-Value per quarter:
• SMB: ≤ 40 days
• MM: ≤ 60 days
• ENT: ≤ 100 days 
• Average Activation rates of ⪭ 85% on across all customer segments, per quarter
• Average CSAT of 4.8 per quarter

The Team You'll Work With

You’ll be leading Carta’s Communications Team reporting to the Chief Marketing Officer.

The Problems You'll Solve

At Carta, our employees set out on a mission to connect founders, investors, and limited partners through world-class software. We believe that the problems we solve today unlock the opportunities of tomorrow. As Senior Manager, Communications, you’ll steward the company’s public narrative, drive trust, visibility, and influence in the technology and private markets communities. You will also manage and execute internal communications moments, projects and programs. 
The Senior Manager at Carta plays a critical role in shaping the company's public narrative, elevating its position as the infrastructure powering private markets. They drive strategic communications that influence how investors, founders, and the media understand Carta’s mission, products, and industry leadership. By managing external perception and amplifying thought leadership, they help build trust, brand equity, and market momentum.

Responsibilities include: 

• Co-create and drive strategic communications to elevate Carta’s global market presence. Develop and execute PR strategies that amplify Carta’s position as the ERP for private capital in partnership with our PR agencies (US, EU, and AMEA). Expand positive brand awareness with key segments including private equity, private credit, venture capital and limited partners. Ensure Carta’s ERP platform is consistently represented in high-impact media coverage in all key regions.
• Oversee PR agencies and speaking consultants to maximize impact. Act as the day-to-day contact for Carta’s PR agency in the US and outside speaker bureau as well as conducting ongoing coordination and collaboration with EU and AMEA marketing teams and agencies ensuring alignment in narrative across key regions.
• Tell Carta’s innovation story with purpose and precision. Craft compelling narratives that position Carta as a category-defining innovator at the intersection of fintech, AI, employee empowerment, startup culture, and private markets. Use thoughtful storytelling and targeted media engagement in partnership with agency resources to build lasting brand equity and shape public perception. Work with global PR agencies to ensure global reach for major narratives.
• Manage internal communications in partnership with People team, the Office of the CMO and other key stakeholders. Act as a resource for strategic internal communications including organizational initiatives, companywide rollouts and other major internal inflection points.
• Lead integrated PR campaigns that highlight Carta’s business momentum. Own communications around product/technology developments, acquisitions, strategic partnerships, data-driven insights, policy thinking, customer success stories, and more. Work cross-functionally to ensure these narratives showcase Carta’s scale, credibility, and innovation across its product offerings and resonate in all key regions. Ladder comms strategies into overall business and marketing objectives, working with Chief of Staff and marketing leadership to connect into annual and quarterly goals.
• Amplify strategic partnerships to expand Carta’s influence. Collaborate with the Corporate Development team and Alliances Marketing  to raise the profile of high-impact partnerships. Shape and share joint narratives that resonate with tech, private markets and business media. Build co-marketing comms programs that drive mutual value and brand visibility.
• Advance executive visibility through thought leadership. Partner with Carta’s leadership team, outside speaker bureau team and content leads to design and run a comprehensive thought leadership program, including bylined content, speaking opportunities, award submissions, and top-tier media engagements. Ensure executives are seen as credible voices on AI, private market infrastructure, the startup ecosystem and modern finance trends.
• Position Carta as a trusted resource to media and influencers. Cultivate strong relationships with business, finance, tech, and policy press. Extend outreach to industry analysts, ecosystem influencers, and third-party advocates to reinforce Carta’s strategic voice in the market.
• Foster collaboration and communications excellence across the company. Work seamlessly with legal, finance, marketing, and product teams to ensure comms messaging is accurate, consistent, and compelling. Enable fast, coordinated execution in a dynamic and high-growth environment.
• Support crisis communications as needed, with agency support and the Legal team.
• Oversee and work cross-functionally with international marketing teams and PR agencies to ensure consistency of Carta’s presence in market. 

About You

• A strategic and analytical thinker who can distill complex technical and product concepts for a media audience 
• 8+ years of experience in B2B PR and Communications with at least 3 years in-house
• Must have good relationships with tech and business (private equity and private credit is a plus!) 
• The ability to bring people along in planning and act as a team unifier in meeting goals
• Comfort and agility in a fast-paced environment.
• Experience overseeing a public relations agency 
• An understanding of how subfunctions of marketing come together to create impact 
• A level of character that builds trust and exemplifies working collaboratively 
• BA required 
• SaaS experience 

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $161,600 - $212,000 in San Francisco and New York. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You'll Solve

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 an Alliances Marketing Manager, you’ll work to: 

GTM Relationship Strategy and Management

• Collaborates closely with current alliance partners (Morgan Stanley, New York Stock Exchange, Odyssey Trust, Ramp, Sequoia and potentially more to be added) and Carta GTM teams to jointly develop strategies for cobranding/comarketing initiatives and demand generation efforts aligned to partnership goals. 
• Works across the broader GTM Carta team in creating effective cross functional strategies including Marketing, Business Development, Sales, Customer Success and oCXO, ensuring fulsome execution, ongoing measurement and data-informed iteration of partnership efforts, including pipeline generation. 
• Develops powerful comarketing plans on an annual and quarterly basis aligning marketing stakeholders at Carta and with partners to create impactful, resourced (both people and budget) activations in market. 
• Works creatively within constraints for both Carta and partners(e.g., budgetary, time, exec availability, etc.) of established partnership and work with marketing peers to determine KPIs and assess performance for marketing workstreams and tactics. 
• Maintains the utmost professionalism and responsiveness with partners, demonstrating appropriate urgency in addressing partner requests and input. 

Marketing Communications and Enablement

• Partners with Carta sales/delivery/advisory teams, and marketing plus equivalent contacts on the alliance side, to understand ongoing and point-in-time enablement needs to facilitate partnership objectives.
• Works with the Carta content and customer marketing teams, internal experts and partner marketers  to develop mid to bottom of funnel collateral and digital content for diverse enablement use cases and social proof. 
• Captures and communicates customer success stories and in-progress deals to derive insights and replicate effective strategies for both partner and internal teams. 
• Collaborates with partner teams, Carta web team and performance marketing to create and optimize digital content.
• Interfaces with Carta social team to activate content in support of partnership goals and to reinforce joint marketing activities. 
• As needed, works with the Product Marketing team to evolve messaging and positioning for product integrations. 
• Aligns with Communications teams on media efforts for new and ongoing alliances, ensuring consistent messaging. 

Events and Field Marketing

• Engages with alliance partners on key mutual events, encompassing fully-owned to third-party events, targeting key prospect and customer audiences
• In conjunction with partner marketing teams and Carta field marketing teams, develops localized field strategies concentrating efforts in key geo-hubs such as the New York Metro and San Francisco Bay Area. 
• Designs thoughtful field marketing activations that incorporate thought leaders, experts and executives from alliance partners and Carta for live events.
• Leverages partner stakeholders for Carta events and speaking opportunities.
• Works with lifecycle marketing and events on both partner and Carta teams as needed to drive prospect and customer participation. 

Account-Based Marketing

• Develops and manages a target list of Alliances prospects with partner teams for ABM in conjunction with the Carta sales teams.
• Partners with ABM teams to create workstreams specific to prospect lists.
• Reports to partners on progress with top targets on program engagement. 
• Determines and allocates co-marketing budget for ABM if prioritized by partner in conjunction with brand and demand gen team. 

The Team You'll Work With

You’ll be joining our Marketing team, reporting to the Director of Demand Generation and Field Marketing. The Carta marketing team plays a vital role in our growth across all products, audiences and sectors. As the pinnacle of our partner marketing ecosystem, our current Alliance partners provide seamless transition for our customers across their lifecycle (Morgan Stanley, NYSE, Odyssey Trust, Sequoia) as well as unlock new value, transparency and efficiency (Ramp,Sequoia).  

About You

• Excellent relationship management skills with partners and key stakeholders
• Maturity to manage high-stakes partner relationships and own alliances strategy internally and externally
• Understanding of the various functions of marketing, and can use influence in getting things done
• Proven track record of successful managing channel partners, ideally alliance partners
• Expertise in working adeptly across GTM functions in support of partner initiatives 
• BA required; SaaS, fintech or financial services experience desirable
• 6+ years GTM or related experience; alliances, channel or partner marketing experience required

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $161,500 - $190,000 in San Francisco, CA and New York, NY. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You'll Solve

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 Senior Program Manager, Account Management Strategy & Operations, you’ll work to:

Enable our Venture Capital Account Management team to deliver consistent, high-quality service and customer experience to our customers by driving core initiatives across cross-functional teams in  GTM, Delivery, R&D and Finance. You’ll act as an operational partner to our leaders and teams, building and scaling account management programs that support long-term growth. Your efforts will directly impact customer satisfaction and retention while supporting revenue growth and team productivity.

In this role, you will:

• Develop and implement scalable programs to shape long-term processes  and tooling that support Carta’s VC account management team at different stages of customer lifecycle 
• Own the governance of the key account management motions – business reviews, renewals, account growth, customer engagement, customer sentiment, etc.
• Support cross-functional programs that improve customer retention, limit churn and contraction and unlock upsell and cross-sell opportunities
• Work closely with leadership on executing strategic initiatives and driving outcomes
• Design, track, analyze and report on KPIs to develop operational insights and  drive improved team performance
• Identify blockers to operational efficiency and lead programs to improve workflows, systems, and team experience on an ongoing basis
• Partner with cross-functional teams to evolve account management motions based on customer need and organizational priorities

The Team You'll Work With

You’ll be joining our Venture Capital Account Manager Strategy & Operations team.

We work across product, go-to-market, and service delivery teams to design and implement the operating system that enables Carta to scale fund administration software and services to thousands of firms globally. This is a highly cross-functional and analytical team that thrives at the intersection of systems thinking, strategy, and program execution.

About You

• 5+ years of experience recommended in program management, business operations, sales strategy, or a similar function — ideally in a SaaS, fintech, or high-growth environment
• Able to navigate ambiguity and break complex problems into simple pieces, moving quickly through testing and iteration toward long-term solutions
• Data driven and able to quickly turn quantitative data into actionable insights
• Clear and collaborative communicator with cross-functional partners ranging from Account Managers to Product Managers to senior leadership
• Customer- and outcomes-obsessed: you care deeply about helping others succeed and want to improve the experience of our customers and our internal teams

Please note: This role requires regular in-person interaction with customers and team members, including internal meetings and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service.

Salary

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: 

 $129,200.00 - $152,000.00 in New York, NY
  

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.

The Problems You'll Solve

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 Sales Compensation Manager (IC), you’ll work to: 

• Co‑lead the monthly sales compensation process, ensuring accurate, timely commission calculations and performance reporting.
• Enhance and maintain compensation tools (e.g., CaptivateIQ) for scalable and transparent data management.
• Build dashboards and reporting frameworks to monitor plan effectiveness and ROI.
• Drive sales compensation analytics and benchmarking to inform plan design and market competitiveness.
• Partner with leadership to model scenarios, communicate trade‑offs, and assess business impact.
• Collaborate with Finance, Sales, HR, and Legal to ensure compliance, accuracy, and alignment with business goals.
• Provide analytical insights and recommendations during quarterly plan design reviews.
• Communicate compensation designs and changes clearly to leaders and sales teams.
• Identify and implement process improvements to strengthen operations and analytics quality.

The Team You'll Work With

Joining our Finance Team, you will step into a pivotal role within the Sales Compensation function. Collaborating closely with our CRO, Sales Leadership, Finance, HR, Total Comp, and Legal, you will be instrumental in defining, building, and scaling a world-class sales compensation strategy and operational foundation. 

The Sales Incentive Compensation Team collaborates with Finance leaders to steer Carta’s revenue strategy and execute it with excellence. Tasked with driving revenue and business objectives, the team takes ownership of the end-to-end Sales Incentive Compensation strategy and execution, along with the reporting and operational foundation, enabling Carta's continuous scaling and growth.

About You

As a Sales Compensation Manager (IC) on the Sales Compensation team in a growing business, the ideal candidate embodies natural qualities coupled with experience in sales compensation. A passion for constructing scalable processes and adapting swiftly in ambiguous situations is paramount. This individual excels in the delicate balance between strategic planning and hands-on execution, demonstrating comfort in diving into the details.

• 6+ years of progressive experience in sales compensation, increasing in responsibility, complexity, and scale.
• Proven ability to manage the end‑to‑end commissions close process, accounting for deadlines, payroll dependencies, and receivables.
• Deep expertise in sales incentive compensation concepts, data tracking, and performance measurement methodologies.
• Exceptional communicator with the ability to distill complex information and deliver updates effectively across executive and cross‑functional audiences.
• Advanced analytical capability, skilled in manipulating large data sets, building models, and performing scenario analyses with a high degree of accuracy.
• Strategic, structured thinker with strong business acumen and the ability to translate data insights into actionable strategies and process improvements.
• Proficient in CaptivateIQ, SFDC, Google Workspace (Gsuite), Excel, and familiar with AI enabled tools (eg. Claude); experience with, Looker, or other BI platforms is a plus.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $157,250 - $185,000. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Team You’ll Work With

You'll join our Developer Experience (DevEx) team, a lean "Special Ops" unit within Carta's Infrastructure organization. Our North Star: remove friction from every step of the software delivery lifecycle so Carta's engineers can do the best work of their careers.

We own CI/CD infrastructure, GitHub governance across 500+ repos, the rollout of AI coding tools across our company, and the internal tooling layer that lets Carta move fast without breaking things. We are systems thinkers who measure everything, because you can't optimize what you don't understand.

Carta is making a company-wide bet on AI-native development, and DevEx is the team defining how that happens. Six months from now, the playbook will be written. Now is when you get to write it.

The Problems You’ll Solve

As a Senior Software Engineer II on DevEx, you will:

• Build the MCP servers, agents, and plugin infrastructure that Carta's AI native development runs on, and define the patterns other engineers follow
• Design and ship agents purpose-built to solve specific developer problems across the software delivery lifecycle
• Architect and drive CI/CD pipelines that automate build, test, and deployment to accelerate delivery across R&D
• Build the infrastructure AI tooling runs on, so other engineers can build on top of it with confidence
• Mentor engineers and raise the technical bar through code reviews and architectural guidance

About You

• Experience: 8+ years in platform, backend, or fullstack engineering
• AI Builder: You've shipped production LLM systems, whether that's MCP servers or clients, AI extensions, connectors, or agents designed to solve real problems, not just demos
• Platform Mindset: You build things other engineers build on top of and think about APIs and developer ergonomics as seriously as performance
• Tech Stack: Python or Java; CI/CD tooling (CircleCI, GitHub Actions,  ArgoCD, Jenkins, Docker); cloud-native (AWS, Terraform, Kubernetes); familiarity with secrets management tooling (Vault, Cloudsmith) is a plus
• Security Aware: You think about least-privilege, token lifecycle, and supply chain risks when designing developer tooling, not just after an incident
• Execution: You break down ambiguous problems and deliver with minimal guidance, bringing data to debates and owning outcomes end-to-end

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: 

• $212,500 - $250,000 in Santa Clara, CA; San Francisco, CA; New York, NY

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Team You’ll Work With

As the Director of Sales, Private Equity - Fund Admin sales team, you will be responsible for developing and executing strategic initiatives that drive growth across our suite of Fund Administration solutions to Private Equity, Private Credit, and Real Estate Funds. You will lead, mentor, and manage a high-performing team of sales professionals, guiding them in introducing top tier clients to our comprehensive product offerings—including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. 

In this leadership role, you will oversee consultative sales processes that highlight the value of our best-in-class fund administration platform and services team, tailored to meet clients’ evolving reporting needs. You’ll champion our technology, ensuring it meets the needs of both fund GPs/Admins and their investors/LPs, and you will have the opportunity to collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.

The Problems You’ll Solve 

The primary problem set to solve is simply growing new business in our Private Equity Investors sales motion (first derivative of month-over-month and year-over-year net new ARR growth).

• Lead, manage, and enable a team of ~10 Enterprise Account Executives to hit their quota and revenue targets while creating a world class customer experience and representing Carta in the Private Equity Firm ecosystem
• Driving holistic GTM motion where Marketing, Channel and Sales are all operating as one team, driving to a common goal of increasing ARR and market share
• Foster a culture of training and coaching in order to ramp new reps and continue building their sales acumen as well as Carta value knowledge
• Reinforce inputs and activity metrics that enable reps to successfully hit and exceed quota
• Partner with recruiting to continually build a bench of strong talent for the sales org
• Work cross-functionally with sales enablement to develop, implement, and refine new hire onboarding and improve ramp time
• Lead from the front: Participate in active deals to help drive towards closed won opportunities

About You

• You are experienced in the private markets landscape, especially Private Equity and Private Credit, as well as are a subject matter expert in Fund Administration
• You have a track record of not only leading a quota-carrying Sales team, but of exceeding quota yourself.
• You also have 10+ years of experience leading Sales or Business Development teams and managing across multiple business lines and sales cycles.
• You have experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.) as well as within the General Partner / Limited Partner / Founder communities. 
• You are a strong communicator with presentation and networking skills, specifically experience meeting with C-level executives and decision makers. You understand the SaaS business model, and may even have experience working in and/or are passionate about the alternatives market ecosystem. 

Salary

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 starts at:

• $400,000 - $460,000 OTE in New York and San Francisco

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Team You’ll Work With

We're looking for talented salespeople to join our Private Equity team, focused on selling fund administration. Our customers are primarily Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Private Equity sales team, you’ll introduce top tier clients to our wide range of (Carta built) product offerings, including Fund Administration (via Carta’s event base accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. 

Carta offers a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs, as well as their portfolio companies with our cap table offering. Carta has developed an equity ownership management platform exclusively for Private Equity Firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.

The Problems You’ll Solve 

• Communicate the business impact of our full product offerings to key decision makers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Own sales cycles that could  be  up to 12+ months
• Understand customer needs and requirements and act as a trusted business advisor
• Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
• Drive revenue through strategic outbound prospecting
• Own the entire sales lifecycle, from lead generation to close
• Working with Delivery and R&D teams to devise the optimum operating model for prospects
• Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
• Supporting the Business Development team at industry events, conferences, and seminars (as required)

About You

• Bachelor's degree 
• 8+ years of sales experience
• Minimum 5 years selling into Private Equity funds at a Fund Administrator (or Fund Administration adjacent company)
• You have experience with, and potentially existing contacts within, the private capital markets community (lawyers, investors, bankers, accountants, etc.) as well as within the General Partner / Limited Partner / PortCo communities. 
• In-depth understanding  of fund structures (Private Equity, Venture Capital, or Private Credit)
• Experience managing a pipeline and closing large contracts
• Proven ability to execute, especially negotiation and closing
• Intellectually curious, fast learner
• Articulate, poised, and concise
• Flexible and resilient
• Growth mindset

Nice-to-Haves

• Experience in venture capital, private equity, institutional investing, wealth management, or high growth fintech
• Relevant sales experience in a SaaS or financial services organization

The Problems You'll Solve

• Develop and own deep relationships with our largest and most strategic customers to drive product adoption and long-term success, including regular in-person engagement.
• Partner closely with customers to create and manage tailored project plans that align with their business goals.
• Collaborate cross-functionally with internal teams—often through in-person meetings—to ensure alignment on product roadmaps and client expectations.
• Design and execute strategies to increase customer engagement and reduce churn, leveraging both in-person and digital channels.
• Use technology platforms and proactive communication to deliver Carta’s value at scale while balancing this with high-touch, in-person interactions as needed.
• Lead customers through the renewal process, including direct conversations around scope changes, service escalations, and contract terms.
• Negotiate renewal agreements focused on creating mutually beneficial outcomes for both the customer and Carta.
• Understand customer goals, challenges, and success metrics—and provide guidance that helps them maximize value from Carta’s platform and services.
• Build meaningful, long-term relationships with key stakeholders and decision-makers, cultivating account champions and Carta advocates through trust and regular contact.
• Participate in resolving customer issues in collaboration with internal teams, visiting customer sites when necessary to ensure a strong service experience.
• Identify and activate high-potential customers to serve as references and advocates.
• Maintain high levels of customer satisfaction and loyalty through a combination of proactive outreach, education, and regular interaction.
• Monitor product usage, customer sentiment, and engagement trends—and take appropriate action to drive continued value realization.
• Deliver best practices, strategic insights, and creative product solutions through thoughtful consultation—both virtually and in person.
• Identify new opportunities for customers to deepen their use of Carta products and services, and serve as a strategic advisor in driving long-term growth.

The Team You'll Work With

We’re looking for exceptional Account Managers to own and manage relationships with existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with the product team to drive adoption of  additional features, and managing customers successfully through the renewal process.

As an Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

About You

• 4+ years of client facing experience
• Prior experience working in venture capital,  private equity or accounting strongly preferred
• Proven ability to build and manage existing customer account relationships
• Proven ability to establish and optimize operational processes related to customer account management
• Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and prioritization skills
• Ambitious, detail-oriented and self-starter with a proven track record of delivering results
• Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
• Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
• A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
• Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
• Diplomacy, tact and poise under pressure when working through customer issues
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge
• Ability to travel both locally and on extended trips within the continental US to visit clients on-site and in-person approximately 1-2 times per week

Please note: This role requires regular in-person interaction with customers and team members, including client site visits and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service.

Salary

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:

 $165,000.00 OTE in San Francisco, CA & New York, NY

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.

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the venture capital space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, deliver consistent on-time results, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.

The Problems You’ll Solve 

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services. Some of the strategic support that we provide includes:
• Capital calls
• Audit/tax support
• Pre/post close services
• Quarterly and annual financials
• Limited Partner communications
• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Provide additional data points (TVPI, RVPI)
• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software

The Impact You’ll Have

Our goal is to position Carta as the leading Fund Administration group. As a Senior Fund Accountant at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment.

About You

• You have strong critical thinking and problem solving skills, and accurately judge when to make decisions versus escalate them
• You’re interested in providing best-in-class-service 
• You communicate information in a timely, appropriate manner to all relevant stakeholders and are able to multitask to meet multiple deadlines 
• You have an understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration
• You have experience interpreting and understanding Limited Partnership Agreements
• You’re interested in working on projects in a fast paced environment with a supportive team and as an individual

Salary

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:

• $105,400.00 - $124,000.00 in New York, New York

The Team You’ll Work With

Carta is looking for a Sales Development Representative to join our Fund Administration and Private Equity Sales team in Hong Kong.

Carta opened its Singapore office in 2021, and since then, has been building a world-class team to support the Private Capital ecosystem across Asia Pacific. The Hong Kong team is lean and agile, and composed of local venture industry experts and Carta experts. 

The Sales Development Representative Teams are the driving force of Carta’s upward trajectory. You will work with the GTM lead on marketing related projects, territory research, prospect targeting, reporting, and events maximization strategy. We pride ourselves on investing in our team and promoting from within. All SDRs receive training on Carta software, private market finance, and equity administration along with ongoing training in consultative sales, client management, negotiation and sales operations.

The Problems You’ll Solve

Business Demand Generation & Ecosystem Building

• Generate Pipeline: Identify the Ideal Customer Profile (ICP) and prospect via multiple channels (Email, Phone, LinkedIn) to drive the overall company pipeline.
• Partner Development: Work closely to start, nurture, and maintain partner relationships with law firms, tax consultancies, audit firms, and other key ecosystem players in Hong Kong to generate referral business.
• Networking: Act as a brand ambassador by aggressively networking in person within the Hong Kong financial and tech community.
• Targeted Outreach: Create and manage outreach campaigns to CFOs and GPs at Venture Capital and Private Equity firms in the region.
• Value Selling: Match prospect pain points to specific value propositions across various buyer personas, roles, and functions.

Event Strategy & Execution

• Event Collaboration: Collaborate closely with the Sales and Marketing teams to execute high-impact sales events.
• Audience Acquisition: Drive attendance and invites to sales events (both in-person and virtual) through targeted outreach and network leverage.

Data and Process Integrity

• Pipeline Management: Work closely with the Fund Sales team to build a healthy sales pipeline.
• Lead Triage: Respond quickly and efficiently triage leads based on channel and need.
• Data Hygiene: Build and manage sizable lead lists to glean unique insights; ensure data integrity across critical business systems (e.g., Salesforce, Outreach, Marketo).

The Impact You’ll Have 

• Language Skills: Native or professional fluency in Cantonese and Mandarin is compulsory for this role to effectively navigate the local market.
• Industry Experience: Prior experience working within Venture Capital or Private Equity in Hong Kong is required. You must understand the local investment landscape.
• Networking Savvy: You are highly proficient at in-person networking and comfortable navigating social situations with senior executives.
• Grit: Ambitious, driven, and fearless in the face of rejection.
• Coachability: Tremendous desire to constantly improve in a “no-egos” and high-velocity environment.
• Emotional Intelligence: Ability to read emotional cues, understand a customer’s needs, and navigate a conversation with meaningful solutions.
• Customer-Facing Experience: Experience working in a high-volume customer-facing role. Able to professionally communicate with founders, CEOs, and senior executives.
• Communication: Ability to break down and effectively communicate complex topics.
• Work Authorization: Authorized to work in Hong Kong without sponsorship.

Nice to have:

• Experience managing data in a CRM system (Preferably: Salesforce).
• Proficiencies with Microsoft Office and/or Google Suite (GSuite).
• Experience working at a high-growth software company.

The Problems You’ll Solve

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. 

The Technical Implementation Specialist  is responsible for bridging the gap between our core LPPA  extraction tool engine and our clients’ downstream internal systems. You are essentially the "Last Mile" problem solver. While our platform excels at turning unstructured investment documents into structured data, our clients cannot realize the full value of that data if it doesn't "talk" to their existing downstream systems (like eFront, Investran, or internal ERPs).You will be responsible for solving the "Last Mile" delivery problem—ensuring that the data we extract is not just accurate, but immediately actionable within the client's unique technical ecosystem. This involves navigating complex data mapping, managing secure connectivity across diverse IT infrastructures, and acting as the go-to  for delivering  bespoke integration solutions in the template the client needs under tight deadlines.

The team's core mission is to solve the "Last Mile" problem in data delivery and utilization, specifically focusing on custom integration.

Our platform excels at transforming unstructured investment documents into structured data. However, this data only achieves its full value when it seamlessly integrates with a client's existing downstream systems (such as eFront, Investran, or internal ERPs).

The Custom Integration Lead acts as the crucial bridge between our core data extraction engine and these client-specific systems. This role is responsible for ensuring the extracted data is immediately actionable within the client's unique technical environment.

This involves:

• Act as the primary technical point of contact for new clients requiring custom delivery solutions.
• Analyze client downstream system requirements to draft comprehensive Functional & Technical Specification files.
• Navigating complex data mapping requirements.
• Managing secure connectivity across diverse IT infrastructures.
• Leading a technical team to deliver bespoke integration solutions in the client-required format and under tight deadlines.
• Facilitate daily stand-ups to track progress, remove blockers, and ensure alignment with the delivery roadmap.
• Perform Internal QA on custom templates (Excel, CSV, JSON) to ensure 100% accuracy against the signed-off specifications.
• Act as the first line of defense for production issues: perform initial triage and investigation of reported bugs.

The Team You’ll Work With

You’ll be joining our Custom Integrations Team, a specialized engineering and delivery pod within the broader R&D and Implementation/delivery teams

Our team is the critical link between our core LPPA engine and the production environments of the world’s leading Limited Partners (LPs). We are a high-impact, agile unit consisting of a Lead, a Tech Lead, and Developers, dedicated to architecting bespoke data transformation and delivery solutions. By ensuring our data integrates seamlessly into diverse downstream systems, we directly enable our clients to achieve real-time visibility into their private market investments. Our work is the final, essential step in the value chain, turning raw extracted data into a functional, automated asset for our customers.

About You

We are looking for a collaborative and detail-oriented lead who enjoys the challenge of turning complex data into seamless client solutions.

• Technical Liaison. You act as the primary technical point of contact for new clients, translating complex downstream system requirements into comprehensive Functional and Technical Specification files.
• Integration Architect. You are adept at navigating complex data mapping requirements and are familiar with secure connectivity across diverse IT infrastructures, including APIs, SFTP, SharePoint, and Cloud Storage.
• Agile Delivery Lead. You are comfortable leading a specialized technical team to deliver bespoke integration solutions in client-required formats while maintaining alignment with strict delivery roadmaps and deadlines.
• Operational Driver. You are familiar with tools like  Jira and Confluence, using them to govern the full development lifecycle, prioritize backlogs, document technical specs, and facilitate daily stand-ups to remove blockers.
• Quality : You take a hands-on approach to Internal QA, ensuring 100% accuracy against signed-off specifications before any data is delivered to a stakeholder.
• First-Line Responder. You act as the first line of defense for production issues, performing the initial triage and root-cause investigation of reported bugs before prioritizing engineering tickets.
• 3+ years of experience recommended in technical implementation, integration engineering, or technical project management.

The Team You’ll Work With

You’ll be joining our Carta Europe Valuations Team as a Valuation Analyst.

The Carta Europe Corporations Team is focused on providing services to our customers based in Europe and you will work closely with them to deliver audit defensible 409A, EMI and CSOP Valuations. You will also be responsible for answering auditing questions related to the valuation report you have prepared.

The Problems You’ll Solve

As a Valuation Analyst, you will be crucial in providing high-quality, defensible valuation reports for our European clients. Your responsibilities will include:

• Valuation Preparation: Preparing financial models and valuation reports for private companies, primarily focused on 409A, EMI, and CSOP valuations.
• Due Diligence: Conducting research and analysis on company financials, industry trends, and market comparables to support valuation conclusions.
• Audit Support: Collaborating with client auditors by providing clear, detailed, and persuasive responses to all valuation-related inquiries.
• Client Communication: Working closely with the Corporations Team and clients to ensure all necessary documentation and information are received in a timely manner.
• Process Improvement: Identifying and implementing enhancements to valuation methodologies and reporting processes to increase efficiency and accuracy.
• Technical Expertise: Sharing your deep understanding of Valuations with our Product Team to introduce product improvements;
• Resolve customer inquiries in a timely and professional manner;
• Maintain an in-depth understanding of Carta’s software platform and products;

About You

We are looking for a highly motivated and analytical professional with a passion for financial modeling and understanding private market dynamics.

Basic Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
• Experience in business valuation, corporate finance, accounting, or a related role.
• Exceptional analytical skills with proficiency in financial modeling using Microsoft Excel or Google Sheets.
• Excellent written and verbal communication skills, with the ability to articulate complex valuation concepts clearly to non-experts and auditors.
• A keen eye for detail and a commitment to producing high-quality, audit-defensible work.
• Comfortable learning quickly and taking on new challenges
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

Preferred Qualifications:

• Progress toward a relevant professional certification (e.g., CFA, ASA, CPA/ACCA).
• Experience with European valuation regulations, specifically 409A, EMI, and CSOP.
• Familiarity with the startup and venture capital ecosystem.
• Understanding of valuation methodologies (e.g., DCF, comparable company analysis, transaction multiples).

The Problems You'll Solve

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 Lead Product Manager, you will work across our platform to ensure our offerings remain market-leading and transformative.

The Team You'll Work With

At Carta, we believe in a collaborative and inclusive approach to hiring that maximizes both candidate experience and team fit. Our hiring model allows us to match candidates with the team that aligns best with their skills, experience, and career aspirations. At the final stage of our interview process, you'll have the chance to gain insights into the respective domains we're hiring for.

About You

We are looking for a strong product leader who can drive strategy, prioritization, and product delivery. If you are passionate about building intuitive solutions to complex problems and have a desire to impact how ownership is managed and distributed around the world, we’d love to talk with you.

• You have 7+ years experience in product management in a high-paced, agile software development environment, with a proven track record of shipping impactful products.
• You have several years of experience in building products at startups in cross-functional teams with product designers, engineers, and business partners.
• You are empathic and driven by solving problems for your users. You have the ability to dig deep into their problems and really understand what drives them.
• You are a systems thinker and solve problems in a holistic way. You draw data flow diagrams in your sleep and complexity makes you salivate. 
• You traverse between altitudes with ease. You can think big picture on product strategy in one moment and then get in the trenches to solve a calculation definition issue in the next.
• You are resourceful and scrappy in the right ways. You know when to invest versus stand-up fake doors to validate a hypothesis. You understand that sometimes the best path forward may not be through building software.

Salary

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: 

•  $204,000 - 240,000 in [San Francisco, CA; Santa Clara, CA; New York, NY] 
•  $193,800 - 228,000 in [Seattle, WA] 

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.

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing and we would like to add highly motivated, innovative individuals who are willing to “roll up their sleeves” to join the team. Our three main pillars of competency are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, project management effectively, maintain a professional community and work as one team. 

Learn more about how we think about fund administration here - https://carta.com/blog/building-fund-admin/

The Problems You’ll Solve 

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we provide includes:
• Capital calls and distributions
• Audit/tax support
• Pre/post close services
• Quarterly and annual financials
• Limited Partner communications
• Bring transparency to founders, VCs, established General Partners and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Provide additional data points (TVPI, RVPI)
• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software
• Interact with clients on a daily basis and manage an effective client relationship
• Interact with external auditors and tax providers
• Review all client deliverables, including financial packages, capital calls, distributions and ad-hoc client requests
• Assist Senior Director to execute new and current processes within the team 
• Ensure the accounting team is SOC compliant in all processes and procedures 

The Impact You’ll Have

Our goal is to position Carta as the leading Fund Administration group. As a Fund Controller at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top venture capital/private equity firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment. You will also help mentor our junior team members.

About You

• 8+  years of experience in the Venture Capital, Private Equity industry
• You have experience maintaining, managing and nurturing multiple client relationships
• You’re interested in providing best-in-class-service 
• You have experience interpreting and understanding Limited Partnership Agreements, Private Placement Memorandum
• You have experience reviewing financial statements and footnotes, ensuring consistency with appropriate reporting framework
• You have experience in understanding, interpreting and working on Waterfall calculations, management fees, and carried interest allocations
• You have experience in working on complex entity structures and report consolidations
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines 
• You have experience managing and monitoring the timely delivery of quality client deliverables
• You have an understanding of Venture Capital, Private Equity Fund Administration as well as local fund structures like Unit Trust, Investment Company, Limited Partnerships (VCLP, ESVCLP) , stapled structures
• You have experience implementing accounting data into a general ledger system
• You have experience supporting customers through a software platform and presenting a demo to prospective clients if necessary
• You’re interested in working on projects in a fast paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have experience providing training and guidance to new and existing team members
• You have risk management experience, identifying risk and putting controls in place.
• You have advanced Microsoft Office skills
• Private credit experience preferred 
• CPA or CMA preferred

The Problems You’ll Solve

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 Director of Strategic Finance for GTM, you’ll work to: 

• Build deep partnerships with Sales and Marketing Leadership by providing strategic decision support across all areas of investment, delivering high-level financial results, and identifying emerging market trends.
• Own and continuously improve GTM capacity planning and headcount forecasting; drive alignment between Sales, Marketing, Finance, and Recruiting to ensure investment levels are tied to growth targets
• Develop frameworks for translating complex GTM strategies into measurable financial reporting with the goal of optimizing target setting for revenue and operating investments
• Own and evolve GTM KPIs and ROI frameworks (CAC, LTV, Payback) to guide decision-making that aligns with the company’s long-term objectives.
• Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning — translating growth objectives into a headcount and capacity model the GTM org can execute against
• Lead quarterly analysis and reporting of financial results, including executive-level variance analysis, ensuring key risks and business drivers are proactively highlighted
• Drive total alignment between Sales, Marketing, and Delivery teams on ARR, new business targets, and long-range capacity planning
• Leverage automation and AI tools — including Pigment and emerging AI capabilities like Claude Code — to scale existing forecasting processes, reduce manual work, and improve forecast accuracy over time. The foundation is in place; your role is to build on it

The Team You’ll Work With

This is a high-impact leadership role on Carta’s Strategic Finance team supporting our Sales & Marketing organizations and leading our GTM Strategic Finance team.  The team generates deep insights into business performance, and provides Carta’s executive leadership team with critical decision-making support. In this role, you’ll be part of a highly dynamic team architecting the growth of Carta and the future of private capital markets. You will serve as the primary strategic finance business partner to our Chief Revenue Officer and Chief Marketing Officer.

About You

• 8+ years of FP&A or Strategic Finance experience within the technology industry. Deep familiarity with SaaS business models is required, along with 3+ years of experience leading high-performing teams
• You are capable of managing executive relationships, high-stakes deliverables, and complex expectations with your business partners
• You are an expert in financial modeling and quantitative analysis who thrives on solving complex, unstructured problems and influencing senior business partners
• Extensive experience supporting Sales or Marketing teams in a Finance or Operations leadership role; specific expertise in Headcount and Capacity Planning
• You are comfortable operating with a degree of organizational ambiguity — including establishing credibility quickly with stakeholders
• Demonstrated success in managing and developing high-performing finance professionals
• Deep experience with systems such as Netsuite, Pigment, Salesforce, Workday, and G-Suite. Familiarity with BI tools such as Looker is a plus. Genuine interest in AI-assisted finance workflows — we use these tools actively, not aspirationally
• You are personable, approachable, and able to collaborate constructively with every person across the business, from analysts to the C-suite

At Carta, you’re not just an employee. You’re a builder who is creating  infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation range for this role is: 

• $217,500 - $290,000 in San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You'll Solve

As Carta’s Head of GTM Content, you will lead a talented, experienced team of editors, content strategists, and writers producing best-in-class B2B content. You’ll ensure the editorial team delivers timely, accurate, and high-impact content related to the evolving private markets ecosystem, including private equity firms, venture capital firms, private credit firms, and limited partners who support private companies. You will shape the vision, voice, and strategy for our successful and growing content function and integrate it more deeply into Carta’s marketing strategies. 

Reporting to the Head of Insights, you'll be responsible for guiding the development and execution of audience-led content that supports critical business initiatives through the funnel—from SEO and top-of-funnel educational and brand awareness content, to vibrant and audience-targeted mid-funnel content that generates demand, to sales enablement and customer stories that help turn prospects into clients. 

You will also push to pioneer new content formats and strategies that go beyond the traditional and help position Carta for the future.

What you'll do:

 Team and editorial leadership:

• Lead and manage a team of senior editors and writers to cultivate a high-functioning, collaborative, and purpose-driven editorial team that is tightly aligned with the wider marketing org and indispensable to Carta’s overall mission
• Champion the role of content and represent the team in companywide, big-picture strategic conversations.
• Infuse creativity while pushing the boundaries on operational excellence 

Content strategy and planning:

• Provide an editorial vision that drives content strategies supporting business-wide goals for audience engagement, acquisition, retention, and conversion
• Partner closely with leaders of the SEO, product marketing, creative, and demand-generation teams to drive omnichannel content campaigns
• Develop repeatable and scalable editorial processes for ideation, creation, optimization, distribution, and governance

Performance and analytics:

• Partner with internal marketing leaders to obtain greater visibility of editorial content performance through the funnel
• Lead a results-based editorial culture that prioritizes data-rich insights to track content performance, inform editorial decisions, and optimize strategies
• Lead the development of reporting frameworks that measure engagement and ROI, and communicate results with clarity to leaders including the C-suite

The Team You'll Work With

At Carta, the Communications and Content team plays a vital role in shaping the company’s brand, messaging, and public image. Their responsibilities typically span several key areas including PR, Corporate Communications, Content Marketing, Social Media, Influencer Relations, and Internal Comms. Together this team is Carta’s storytelling engine – responsible for communicating the company’s story and impact, both internally and externally, in a clear, compelling, and consistent way that supports business goals and builds trust with stakeholders.

About You

• Track record of managing teams and processes that produce best-in-class B2B content—and a record of demonstrating out-of-the-box, creative thinking that can future-proof content in a rapidly changing environment
• Deep understanding of the private markets, including startup fundraising, venture capital, private equity, private credit loan operations, and limited partner investing
• Advanced, industry-leading knowledge of SEO, LLMs, AI tools, and data-driven content strategies, and a track record of deeply leveraging emerging tools to develop editorial processes
• Demonstrated knowledge of global ecosystems, including track record of producing private markets content related to non-U.S. regions including Africa, Asia/Pacific Islands, the Middle East, and the U.K.
• Demonstrated success in building scalable content programs that deeply engage target audiences and move them through the funnel
• Outstanding writing, editing, and research skills; comfortable producing and refining technical and analytical content
• Strong cross-functional communication skills and the ability to collaborate across departments in a fast-paced, high-growth setting

At Carta, you’re not just an employee. You’re a builder who is creating  infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $176,000 - $220,000. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Team You’ll Work With

The Senior Business Development Manager will represent Carta in-market and support the company’s efforts to grow its network, deepen existing relationships, and develop additional business opportunities across the venture capital network to facilitate growth for Carta’s Venture Capital business. The Business Development (Partnerships) team works cross-functionally to drive ecosystem partnerships to accelerate our growing business. Ideal candidates will be energized by building and managing external relationships, finding solutions, cross-functional collaboration, digging into data, building a strategy, finding scalable best practices, constructing strategic communications, and helping to change practice across a dynamic industry. 

The Problems You’ll Solve

• Create champions for Carta’s Venture Capital products (VC fund administration, fund and SPV formation, valuations, and portfolio insights) within the investment management ecosystem by partnering with, developing scalable strategies for, and engaging directly with key venture capital funds, as well as industry actors such as law firms, banks, audit firms, tax firms, placement agents, LPs, asset managers, industry associations, educational cohorts, universities, government agencies, and more.   
• Identify and develop new long-term relationships to grow Carta’s network and business
• Coordinate and work alongside our Sales and Marketing teams to activate mutual books of business
• Work cross-functionally across the business with Sales, Marketing, Product, Implementations, Delivery, and Support; convey feedback from the field to internal stakeholders
• Develop and execute strategies to convert relevant  firms where Carta does not have deep relationships into preferred partners
• Lead discovery on additional paths for Carta to add value to channel partners to drive new business to Carta
• Drive non-linear referral motions with channel partners to reliably drive a 50%+ increase in referrals
• Represent Carta in the field, meeting with current and prospective partners and attending industry events on Carta’s behalf (up to 25% travel)

The Impact You’ll Have

You will expand Carta’s distribution and market share for Venture Capital products by helping us leverage our existing network and deepen working relationships with venture capital firms and key industry partners and develop relationships with new ones. You will represent Carta as a valuable contributor to the growing venture ecosystem across Carta’s network. You will bring back in-market feedback to improve Carta’s offerings. 

About You

You enjoy building lasting, productive relationships. You are curious, and you’re driven to key in on relationships and strategies that benefit all sides. You dig in to find ways to work with others. You are data-informed. You use data to inform well-thought out strategies.  You are empathetic with respect to the needs of our ecosystem partners. You have a strong moral compass. You are motivated by making a material impact on our business. You are energized by sharing your learnings with others. You roll up your sleeves to partner with colleagues from across the company to explore what’s possible and drive results. You strive to identify the most impactful problems, and drive the business towards solutions. 

Qualifications

• Significant knowledge of the venture ecosystem and funds
• Relevant network of contacts within the community, specifically encompassing venture funds, and accelerators
• Strong communication, presentation, and networking skills, with experience leading meetings with key leaders and decision makers 
• Demonstrated history of working cross-functionally to drive solutions
• Deep understanding of SaaS business models
• 6-10 years of relevant Business Development / Partnerships or industry experience

Nice-to-Have

• Prior experience managing relationships with high-profile ecosystem partners including investment fund sponsors, partners, or investment management communities
• Understanding of private equity, fund administration, and/or investment management.  

Salary

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. Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. 

• $225k - $245k OTE in New York City, NY and in San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You’ll Solve

In just 5 years, Carta has become the largest Fund Administrator to VCs in the world, driven by our game changing approach to combining technology and services and our compelling network effects. We’re also experiencing strong momentum in adjacent sectors including Private Equity.  

This is a unique opportunity to grow your career within a company that is backed by some of the most sophisticated investors in the world. If you have knowledge of Fund Administration and are excited by the idea of bringing transformative change to a traditional industry, then we want to work with you! 

• Evangelize Carta’s unique value proposition to the Australian VC and PE markets 
• Map and communicate the business impact of our product offerings to key decision makers
• Identify and communicate effectively with Go-to-Market Leads new areas for business growth
• Understand customer needs and requirements and act as a trusted business advisor
• Drive revenue through strategic outbound prospecting 
• Own the entire sales lifecycle, from lead generation to close
• Develop a comprehensive go to market plan to prioritize and execute against the opportunity in Australia, in partnership with your cross functional leads. 

The Team You’ll Work With

Carta expanded to the Asia Pacific region in 2021 and we are building a world-class team to support the venture capital and private equity ecosystems. Most of our team is based in Singapore, with a small number of employees based around the region, including in Sydney. 

About You

• 4-10 years experience in a SaaS sales role 
• Experience building pipeline through high quality outbound prospecting 
• Strong interpersonal skills with in-person networking and long term relationship building with C-level executives and General Partners of VC/PE firms 
• Ability to translate technical financial/accounting software into business impact
• Managing a pipeline, and closing sizable deals
• Articulate, poised, and concise
• Flexible, adaptable, and resilient - Comfortable working in a high velocity startup environment
• Self-starter, humble, problem-solver and adaptable to change
• Candidate must be authorized to work in Australia without sponsorship

Nice to have:

• Sales or business development experience within Venture Capital, Private Equity or Private Credit sectors
• Understanding of the venture capital & private equity business model and inner workings
• Accounting background and familiarity with 

The Problems You’ll Solve

• Campaigns: Work with our demand generation leads to launch campaigns across the region, and A/B test and optimize lead generation efforts across online and offline channels
• Content & PR: Partner with our content lead, localize blog articles to the region, edit bylines, craft organic social media content and develop customer case studies to increase brand awareness
• Events: Support on digital & physical marketing collateral ideation and design (presentation decks, swag) as well as provide on-the-ground support for Virtual Events & physical events
• Other ad-hoc tasks as assigned

The Team You’ll Work With

Carta is looking for a Marketing Intern to join our Singapore team from the Summer months until the end of 2026. Carta opened its Singapore office in 2021, and since then, has been building a world-class team to support the startup and investor ecosystem across Asia Pacific, the Middle East and Africa. 

The Marketing Intern will report up to Carta’s Head of Marketing for APAC, Middle East and Africa, and get the chance to work firsthand on a range of projects, including marketing campaigns, website optimisation, marketing analytics, event support and more. This role will give you the opportunity to try out the different realms of marketing and gain the necessary skill sets to jumpstart your career in B2B tech.

The Impact You’ll Have

As a Marketing Intern at Carta, you will be an integral part of growing the marketing function in this region. You will drive demand in the market and help oversee Carta’s growth in APAC, Middle East and Africa.

About You

• Studying Bachelors Degree in a relevant field (business, marketing)
• Previous internship or work experience in marketing would be preferred
• Desire to learn and work in a fast-paced environment
• Excellent time management and organizational skills
• Interest in B2B Marketing as well as the startup space

Nice to have:

• Experience with marketing and sales platforms (such as Salesforce, Marketo, Figma, Google Analytics, Google Ads, LinkedIn Ads)
• Proficiencies with Microsoft Office and/or Google Suite (GSuite)
• Knowledge of the startup and venture capital ecosystem

The Problems You’ll Solve 

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services. Some of the strategic support that we provide includes:
• Capital calls
• Audit/tax support
• Pre/post close services
• Quarterly and annual financials
• Limited Partner communications

• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Provide additional data points (TVPI, RVPI)

• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the venture capital space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, deliver consistent on-time results, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.

The Impact You’ll Have

Our goal is to position Carta as the leading Fund Administration group. As a Senior Fund Accountant at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment.

About You

• You have strong critical thinking and problem solving skills, and accurately judge when to make decisions versus escalate them
• You’re interested in providing best-in-class-service 
• You communicate information in a timely, appropriate manner to all relevant stakeholders and are able to multitask to meet multiple deadlines 
• You have an understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration
• You have experience interpreting and understanding Limited Partnership Agreements
• You’re interested in working on projects in a fast paced environment with a supportive team and as an individual

The Problems You’ll Solve 

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services. Some of the strategic support that we provide includes:
• Capital calls
• Audit/tax support
• Pre/post close services
• Quarterly and annual financials
• Limited Partner communications

• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Provide additional data points (TVPI, RVPI)

• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the venture capital space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, deliver consistent on-time results, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.

The Impact You’ll Have

Our goal is to position Carta as the leading Fund Administration group. As a Senior Fund Accountant at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment.

About You

• You have strong critical thinking and problem solving skills, and accurately judge when to make decisions versus escalate them
• You’re interested in providing best-in-class-service 
• You communicate information in a timely, appropriate manner to all relevant stakeholders and are able to multitask to meet multiple deadlines 
• You have an understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration
• You have experience interpreting and understanding Limited Partnership Agreements
• You’re interested in working on projects in a fast paced environment with a supportive team and as an individual

The Team You'll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap. 

Staff Engineers at Carta are technical anchors for our business. You don’t just own features, you take long-term accountability for the technical health and strategic direction of different domains. As you move through our process, we’ll transition from the general pool to a team-matching phase. Our goal is to match your unique technical strengths, and personal career interests with our most impactful, strategic challenges. 

Strategic areas you may influence include:

• Integrated CRM & ERP Solutions: Defining and delivering our next-generation CRM as part of a fully integrated ERP for private capital. You’ll build deep, greenfield product and data integrations at the heart of the platform, shaping a system that unifies front-office intelligence with financial and operational workflows. You’ll work closely with the founder of the CRM Product that Carta has acquired and you will influence the product roadmap through your technical leadership.
• AI-Driven Data Ingestion, Processing and Analytics: Accelerating the modernization of private capital markets by integrating advanced AI-powered data ingestion, extraction and analytics. You will help build AI agents that automate document ingestion into data processing pipelines, making portfolio information more accessible, accurate, and actionable for investors and fund managers across our unified platform.
• Engineering Excellence: Defining company-wide standards that reduce operational load and improve developer velocity across dozens of teams.

The Problems You'll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.
• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.
• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.
• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively. You’ll help move the organization toward a future where AI amplifies our collective engineering impact.
• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.
  
  

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS). 
• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.
• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.
• Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

The Team You’ll Work With

The GTM Strategy & Operations team partners with Sales & Marketing leaders to drive Carta’s revenue strategy and best-in-class execution. This role is a critical hire for the AMEA (APAC, Middle East, and Africa) team, supporting a region to scale across private markets ecosystem.

You will be the operational backbone for our AMEA GTM leaders, working closely with an expanding team of Sales and Marketing partners. You will also serve as the primary strategic bridge between regional requirements and our Global RevOps teams to build a world-class international operating model.

The Problems You’ll Solve

As a GTM Strategy & Ops Associate, you will own the operational roadmap for the AMEA region, using process, systems, and data as levers to accelerate productivity. You will solve complex problems as we move into different asset classes and complex sales motions.

• Strategic Territory & Execution: Own AMEA territory planning, account segmentation, and Book of Business assignments to ensure equitable coverage and maximum sales velocity.
• Data & Analytics Foundation: Own business requirements for regional reporting. Create and maintain BI dashboards that proactively identify risks and opportunities in the AMEA pipeline and customer retention.
• Process Architect: Design and implement "Lead-to-Cash" workflows for new asset classes and complex GTM motions (e.g., ERP integrations). Conduct User Acceptance Testing (UAT) for tool releases and system improvements.
• Global Bridge: Collaborate with US RevOps, Systems and Data teams to ensure the AMEA roadmap is codified within global data architecture. Localize global policies while ensuring regional nuances (multi-currency, local regulations) are supported.
• Tech Stack Management: Manage and optimize regional tools (SFDC, LeanData, Outreach, Chorus, Marketo etc.) to drive automation and ensure data hygiene.
• Strategic Advisory: Serve as a trusted advisor to AMEA GTM leadership, providing data-driven insights for QBRs, board materials, and executive analyses.

About You

The ideal candidate is a proactive, mid-level operator who thrives in high-growth, ambiguous environments and is comfortable balancing high-level strategy with "hands-on" systems execution.

• Experience: 5+ years of experience in GTM Operations, Sales Strategy, or Revenue Operations, preferably within an Enterprise SaaS environment. Experience in Venture Capital, Private Equity or related Private Capital Markets is encouraged.
• Analytical Power: Highly proficient in SQL and BI tools (Metabase). You know how to translate complex data into meaningful insights for executive leadership.
• Systems Expert: Advanced proficiency in Salesforce (SFDC). Familiarity with the GTM tech stack (e.g., LeanData, Outreach, Marketo, SQL, GSuite).
• Owner Mentality: You take pride in building from the ground up. You are a self-starter who can operate independently while influencing cross-functional stakeholders at all levels.
• Global Perspective: Experience or interest in international markets; ability to navigate and communicate effectively across time zones and diverse regional requirements.
• Structured Thinker: Exceptional ability to frame business questions with data and implement actionable process improvements.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap. 

Staff Engineers at Carta are technical anchors for our business. You don’t just own features, you take long-term accountability for the technical health and strategic direction of different domains. As you move through our process, we’ll transition from the general pool to a team-matching phase. Our goal is to match your unique technical strengths, and personal career interests with our most impactful, strategic challenges. 

Strategic areas you may influence include:

• Platform Data Ecosystem: Shaping how data flows across our entire suite of products to ensure a "single source of truth" for private market data.
• Financial Systems Architecture: Designing resilient, scalable solutions for management fee accounting and multi-currency transactions.
• Engineering Excellence: Defining company-wide standards that reduce operational load and improve developer velocity across dozens of teams.

The Problems You’ll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.
• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.
• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.
• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively. You’ll help move the organization toward a future where AI amplifies our collective engineering impact.
• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS). 
• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.
• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.

Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

Salary

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: 

•  $228,000 - $285,000 in Seattle, WA
•  $240,000 - $300,000 in San Francisco, CA; Santa Clara, CA; New York, NY

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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership. 

As you move through our process, we’ll transition from the general pool to a team-matching phase, ensuring that by the final interview, you are aligned with a specific team that matches your strengths and career goals. 

High impact domains you might join include:

• Fund Operations: Building the core engine that powers our vision of an operating system for private capital, simplifying complex accounting workflows.
• Investor Reporting: Developing features that enable investment firms and audit partners to share accurate, timely performance data.
• Risk & Compliance: Scaling the infrastructure that ensures security and transparency across billions of dollars in assets.

The Problems You’ll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems 
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS. 
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the "why" behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

At Carta, you’re not just an employee. You’re a builder who is creating  infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

Salary

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: 

•  $201,875 - $237,500 in Seattle, WA
•  $212,500 - $250,000 in San Francisco, CA; Santa Clara, CA; New York, NY

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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap. 

Staff Engineers at Carta are technical anchors for our business. You don’t just own features, you take long-term accountability for the technical health and strategic direction of different domains. As you move through our process, we’ll transition from the general pool to a team-matching phase. Our goal is to match your unique technical strengths, and personal career interests with our most impactful, strategic challenges. 

Strategic areas you may influence include:

• Platform Data Ecosystem: Shaping how data flows across our entire suite of products to ensure a "single source of truth" for private market data.
• Financial Systems Architecture: Designing resilient, scalable solutions for management fee accounting and multi-currency transactions.
• Engineering Excellence: Defining company-wide standards that reduce operational load and improve developer velocity across dozens of teams.

The Problems You’ll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.
• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.
• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.
• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively. You’ll help move the organization toward a future where AI amplifies our collective engineering impact.
• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS). 
• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.
• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.
• Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

Salary

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: 

•  $205,600 - $257,000 CAD in Waterloo, Ontario, Canada

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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap. 

Staff Engineers at Carta are technical anchors for our business. You don’t just own features, you take long-term accountability for the technical health and strategic direction of different domains. As you move through our process, we’ll transition from the general pool to a team-matching phase. Our goal is to match your unique technical strengths, and personal career interests with our most impactful, strategic challenges. 

Strategic areas you may influence include:

• Platform Data Ecosystem: Shaping how data flows across our entire suite of products to ensure a "single source of truth" for private market data.
• Financial Systems Architecture: Designing resilient, scalable solutions for management fee accounting and multi-currency transactions.
• Engineering Excellence: Defining company-wide standards that reduce operational load and improve developer velocity across dozens of teams.

The Problems You’ll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.
• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.
• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.
• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively. You’ll help move the organization toward a future where AI amplifies our collective engineering impact.
• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS). 
• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.
• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.
• Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

Salary

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: 

•  $205,600 - $257,000 CAD in Toronto, Ontario, Canada

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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership. 

As you move through our process, we’ll transition from the general pool to a team-matching phase, ensuring that by the final interview, you are aligned with a specific team that matches your strengths and career goals. 

High impact domains you might join include:

• Fund Operations: Building the core engine that powers our vision of an operating system for private capital, simplifying complex accounting workflows.
• Investor Reporting: Developing features that enable investment firms and audit partners to share accurate, timely performance data.
• Risk & Compliance: Scaling the infrastructure that ensures security and transparency across billions of dollars in assets.

The Problems You’ll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems 
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS. 
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the "why" behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

Salary

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: 

•  $181,050 - $213,000 CAD in Toronto, Ontario, Canada

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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership. 

As you move through our process, we’ll transition from the general pool to a team-matching phase, ensuring that by the final interview, you are aligned with a specific team that matches your strengths and career goals. 

High impact domains you might join include:

• Fund Operations: Building the core engine that powers our vision of an operating system for private capital, simplifying complex accounting workflows.
• Investor Reporting: Developing features that enable investment firms and audit partners to share accurate, timely performance data.
• Risk & Compliance: Scaling the infrastructure that ensures security and transparency across billions of dollars in assets.

The Problems You’ll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems 
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS. 
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the "why" behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

Salary

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: 

•  $181,050 - $213,000 CAD in Waterloo, Ontario, Canada

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.

The Problems You'll Solve

During this 10-week internship, you will:

• Support Product Launches & Collateral: Assist in the creation and curation of marketing assets, including product one-pagers, sales slide decks, and website content. You’ll help ensure our messaging is consistent across all customer-facing materials.
• Contribute to Market Research: Help the team "pulse" the market by conducting competitive research and persona analysis. 
• Cross-Functional Coordination: Act as a connective tissue between Product Marketing and the Creative/Brand teams. You’ll learn how to draft high-quality creative briefs and ensure that projects stay on schedule and aligned with product goals.
• Campaign & Demand Gen Support: Partner with the Integrated Marketing team to help execute product-focused campaigns. You’ll assist in drafting copy for paid activations, social media, and email nurtures to help drive product awareness.
• Sales Enablement & Logistics: Support the "Go-To-Market" (GTM) engine by organizing internal training materials and assets that help our Sales and Business Development teams explain the value of Carta to potential customers.
• Data & Performance Tracking: Assist in post-launch reporting by gathering data on how new features or campaigns are performing. You’ll help the team synthesize this data to understand what’s working and what we should iterate on next.

The Team You'll Work With

You’ll be joining our Marketing team, as part of our Product and Customer Marketing team. Marketing is the engine for growth at Carta. We bring our values to life through our brand, and drive demand for products and services across a complex market landscape. We infuse the customer in everything we design, define and deliver and reflect the inspiration and ambition of our customers in the work we do.

Program At-a-Glance
Location: San Francisco (Tuesday, Wednesday, Thursday mandatory in-office)
Duration: 10 Weeks (June 8, 2026 – August 14, 2026)
Commitment: 40 hours per week
Compensation: $25.00/hour

About You

• Current Student: Recent grad or final year student at an undergraduate program - Marketing, Communications, Business, Computer Science majors preferred.
• Meticulous Execution: You believe the "magic" is in the details. You are highly organized and take pride in ensuring every task is polished and purposeful.
• Adaptability: You love a challenge and thrive when things are moving quickly. You can pivot your focus without losing momentum.
• Strong Communicator: You are a confident writer and speaker who can collaborate effectively with various internal stakeholders.
• Curious & Analytical: You have a strong interest in the Venture Capital and Private Equity ecosystems and are eager to learn the "why" behind our event strategy.
• "All-In" Attitude: You have a "no task too small" mentality. Whether it’s researching venues or helping manage a virtual green room, you are ready to jump in and help the team win.
• Availability: Ability to work 40 hours per week for the duration of the 10-week program. (Optional: Willingness to travel to select event locations if required).

The Problems You'll Solve

We are looking for an ambitious Public Relations intern who’s ready to dig in and help us architect stories that scale across the whole business.

Ideally, you’re a media junkie who’s genuinely curious about creating and defining  various narratives that push the company forward.  You’re scrappy, eager to learn, and are excited by the idea of working alongside all facets of marketing - from PMM and social, to content and customer marketing – to make the glimmer of an idea into a tangible media story.  

To excel in this role, you’ll need to bring knowledge of media today, including but not limited to traditional  journalists, podcasters,and  substacks. Bonus points if you’re passionate about influencer relations. Double bonus points if you’re savvy with exploring new AI tools. 

Finally, you’re a born problem solver with a proactive mindset—scanning the media landscape for opportunities and risks, crafting timely angles, and moving from idea to pitch to placement without waiting to be asked. You collaborate closely with comms, legal, data, and marketing to align on messaging, prep spokespeople, build briefings, coordinate embargoes, and fact-check with precision. If you thrive partnering with internal teams and reporters to deliver timely, accurate, on-message stories while maintaining a positive, supportive culture, you’ll fit right in.

If this sounds like you, we’d love to connect.

Program At-a-Glance

Location: San Francisco (Tuesday, Wednesday, Thursday mandatory in-office)
Duration: 10 Weeks (June 8, 2026 – August 14, 2026)
Commitment: 40 hours per week
Compensation: $25.00/hour

What You’ll Do Day-to-Day

• Support the Communications team with production work: draft/edit pitches and press releases, build targeted media lists, prep briefing docs/FAQs, and track/summarize coverage.
• Participate in story-mining and brainstorms—we want your read on the news cycle, timely angles, and data-driven ideas.
• Master core PR tools and tactics—media databases, monitoring/measurement, message houses, and briefing prep (we’ll teach you, but you should be ready to dive in).
• Collaborate with your manager and mentor to run tight announcement workflows: timelines, cross-functional approvals, embargoes, and reporter briefings

Support & Mentorship

We know the first few weeks are a whirlwind. You will be paired with:

• A Manager: To guide your project scope, provide technical feedback, and ensure your work aligns with business goals.
• A Mentor: A dedicated peer designer to help you navigate our tool stack (Slack, Claude, project management) and give you the "unfiltered" scoop on how to succeed here.

The Team You'll Work With

At Carta, the Communications team is hard at work shaping and protecting the company’s narrative, leading media relations/PR, executive thought leadership, product announcements, content marketing, social media/influencer relations, and issues/crisis communications. It also runs internal communications to keep employees aligned on strategy and launches, and partners with marketing and leadership to tell data-driven stories that solidifies Carta as the ERP for private capital.

About You

• Recent graduate or final year student in Communications, Public Relations, English, or similar 
• A "figure-it-out" mentality—you aren't afraid to ask questions or watch a tutorial to solve a problem.
• Availability to be in-office during June and parts of August.

The Team You’ll Work With

We're looking for talented salespeople  to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds.  Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs.  We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE  funds as they navigate the process of forming a new fund.  That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.

The Problems You’ll Solve 

• Communicate the business impact of our product offerings to key decision makers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Own sales cycles that could be up to 12 months
• Understand customer needs and requirements and act as a trusted business advisor
• Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
• Drive revenue through strategic outbound prospecting
• Own the entire sales lifecycle, from lead generation to close
• Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
• Participate in industry events, conferences, and seminars

About You

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field
• 5 - 10+ years of Fund Administration sales experience
• In-depth understanding  of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
• Experience managing a pipeline and closing large contracts
• Proven ability to execute, especially negotiation and closing
• Intellectually curious, fast learner
• Articulate, poised, and concise
• Flexible and resilient
• Competitive and driven to achieve goals

Nice-to-Haves

• Experience in venture capital, private equity, institutional investing, or wealth management preferred
• Relevant sales experience, preferably in a SaaS or financial services organization

Salary

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.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is: 

• $332,000 - $355,000 OTE

The Team You’ll Work With

We're looking for talented salespeople  to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds.  Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.

As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs.  We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.

You will also work closely with new PE  funds as they navigate the process of forming a new fund.  That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.

The Problems You’ll Solve 

• Communicate the business impact of our product offerings to key decision makers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Own sales cycles that could  be  up to 12 months
• Understand customer needs and requirements and act as a trusted business advisor
• Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
• Drive revenue through strategic outbound prospecting
• Own the entire sales lifecycle, from lead generation to close
• Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
• Participate in industry events, conferences, and seminars

About You

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field
• 5 - 10+ years of Fund Administration sales experience
• In-depth understanding  of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
• Experience managing a pipeline and closing large contracts
• Proven ability to execute, especially negotiation and closing
• Intellectually curious, fast learner
• Articulate, poised, and concise
• Flexible and resilient
• Competitive and driven to achieve goals

Nice-to-Haves

• Experience in venture capital, private equity, institutional investing, or wealth management preferred
• Relevant sales experience, preferably in a SaaS or financial services organization

Salary

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.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is: 

• $325,000 - $355,000 OTE

The Team You’ll Work With

The Sales Development Representative teams are the driving force of Carta’s upward trajectory. For this role, you’ll directly support private equity pipeline development by sourcing qualified leads within the PE sector. We pride ourselves on investing in our team and promoting from within. All SDRs receive training on Carta software, private market finance, and equity administration along with ongoing training in consultative sales, client management, negotiation and sales operations.

The Problems You’ll Solve 

• Seek out and qualify leads across PE backed companies 
• Become an expert on Carta’s core product suit and fundamental private equity principles
• Maintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in Carta
• Work with cross-functional teams to ensure top of funnel acquisition 
• By supporting the SDR teams you will help drive the overall company pipeline
• Provide timely and accurate front-line support for all prospective customers interested in Carta 
• Engage with prospective customers real-time via phone or zoom
• Execute cold outreach campaigns leveraging a "customer first" approach to Finance leaders in the private equity space

About You

• High degree of personal accountability with relentless pursuit of continuous improvement
• Grit - Ambitious, driven, and fearless in the face of rejection
• Coachability - Tremendous desire to learn about FinTech and constantly improve in a “no-egos” environment
• Emotional Intelligence - Ability to read emotional cues, understand a customer’s needs, and navigate a meaningful conversation and provide meaningful solutions
• Customer-Facing Experience - Experience working in a high-volume customer-facing role 
• An Interest in Private Equity and the operations of a portfolio company
• Excellent time management skills and attention to detail
• Previous experience in finance or private equity and/or track record of success in a lead generation role is a plus
• Ability to break down and effectively communicate complex topics
• Experience managing spreadsheets on Excel, Google Sheets, or similar productivity software tooling

Preferred

• SaaS and software sales experience
• Passion for or previous experience in Finance

Salary

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 starts at:

• $98,330 OTE in San Francisco, CA 

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You’ll Solve 

• Build pipeline through self-sourced efforts and working strategically with Account Executives
• Become an expert on Carta’s varying products and services
• Maintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in Carta
• Work with cross-functional teams to ensure top of funnel acquisition 
• By supporting the SDR teams you will help drive the overall company pipeline
• Provide timely and accurate front-line support for all prospective customers interested in Carta 
• Engage with prospective customers real-time via phone or zoom
• Execute cold outreach campaigns leveraging a "customer first" approach to investors and finance leaders in the venture and private equity space, as well as private corporations

The Team You’ll Work With

The Sales Development Representative Teams are the driving force of Carta’s upward trajectory. Our SDRs work with the Director of Sales Development on marketing related projects, territory research, prospect targeting, reporting, and webinar maximization strategy. We pride ourselves on investing in our team and promoting from within. All SDRs receive training on Carta software, private market finance, and equity administration along with ongoing training in consultative sales, client management, negotiation and sales operations.

About You

• Grit - Ambitious, driven, and fearless in the face of rejection
• Coachability - Tremendous desire to learn about FinTech and constantly improve in a “no-egos” environment
• Emotional Intelligence - Ability to read emotional cues, understand a customer’s needs, and navigate a meaningful conversation and provide meaningful solutions
• Customer-Facing Experience - Experience working in a high volume customer-facing role 
• An Interest in Venture Capital / FinTech -  If learning about how investors find the next unicorn to invest in, you’re in the right place
• Excellent time management skills and attention to detail
• Track record of success in a lead generation role is a plus
• Ability to break down and effectively communicate complex topics
• Experience managing spreadsheets on Excel, Google Sheets, or similar productivity software tooling

Preferred

• SaaS and software sales experience
• Passion for or previous experience in Finance

Salary

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 starts at:

• $98,330 OTE in San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Problems You'll Solve

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 Tax Associate, you’ll work to: 

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include:

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Experience with income tax filing software such as GoSystems Tax RS, but not required.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

The Problems You’ll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

Salary

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: 

•  $90,440.00 - $106,400.00 in Seattle, WA

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.

The Team You’ll Work With

You'll be joining the LP Portfolio Analytics team. This is a portfolio management and analytics tool designed for institutional LPs. The tool solves a critical problem by transforming unstructured fund documents into structured data and valuable insights, which empowers LPs to make better decisions. Our platform leverages the latest AI and machine learning technologies to provide valuable insights to alternative investors. We’re on a mission to revolutionize private markets and create a more sustainable and equitable future for all.

The Problems You’ll Solve

We are looking for a driven Enterprise Account Executive to expand our client base across the United States. The ideal candidate will be a proven dealmaker with a track record of selling complex data, analytics, or fintech solutions into institutional investors. 

• Drive new business acquisition in the US market with a focus on alternative investors across all segments; pension funds, insurers, funds of funds endowments, foundations, and secondary market players.
• Manage the full sales cycle from early stage discovery through to contract close.
• Develop and maintain relationships with senior stakeholders across pensions, endowments, insurance firms, fund of funds, sovereign wealth funds, and administrators.
• Identify and qualify opportunities through research, networking, and industry events.
• Work closely with marketing and SDR teams on lead generation campaigns into target segments and regions.
• Work closely with product and client success teams to ensure smooth onboarding and long-term client satisfaction.
• Maintain accurate pipeline management, forecasts, and reporting in CRM.
• Stay up to date on industry developments, client needs, and competitor offerings.

About You

A successful Account Executive in this role would likely have:

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus but not required).
• 8+ years of B2B enterprise sales experience, ideally in fintech, SaaS, data, or analytics solutions.
• Strong track record of quota attainment and new business development.
• Experience selling into institutional investors or financial services firms strongly preferred.
• Excellent communication, presentation, and negotiation skills.
• Entrepreneurial mindset, self-starter, and motivated to grow with a scaling business.
• Willingness to travel within the US (with emphasis on Chicago, San Francisco, and other key financial centers).