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

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 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 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 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 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 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

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 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.

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:

$74,290.00 - $87,400.00 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 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

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.