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 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 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 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 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 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 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).

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.

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.