Implementations Specialist • Mid-Level

Who you are

You have a strong background in client-facing roles, ideally with experience in software implementations or customer success. You are detail-oriented and possess excellent communication skills, allowing you to effectively convey complex information to clients. You thrive in collaborative environments and enjoy working with diverse teams to solve problems. Your ability to understand client needs and translate them into actionable steps is key to your success in this role. You are adaptable and can manage multiple projects simultaneously, ensuring that all client implementations are completed on time and to the highest standard.

Desirable

Experience in the venture capital or private equity sectors is a plus, as it will help you understand the unique challenges faced by our clients. Familiarity with ERP systems or financial software will also be beneficial, enabling you to provide more informed support during the implementation process.

What you'll do

As an Implementations Specialist at Carta, you will be responsible for guiding clients through the onboarding process, ensuring they have a seamless experience as they transition to our software. You will work closely with clients to understand their specific needs and tailor the implementation process accordingly. Your role will involve training clients on how to use the software effectively, providing them with the tools and knowledge they need to succeed. You will also collaborate with internal teams to address any technical issues that may arise during the implementation phase, ensuring that clients receive timely support.

You will track the progress of each implementation project, maintaining clear communication with clients and internal stakeholders. Your ability to manage expectations and provide updates will be crucial in building strong relationships with clients. Additionally, you will gather feedback from clients post-implementation to identify areas for improvement and contribute to the ongoing development of our software solutions.

What we offer

At Carta, we are committed to fostering a supportive and inclusive work environment. You will have the opportunity to work with a talented team dedicated to transforming the private capital markets. We offer competitive compensation and benefits, as well as opportunities for professional growth and development. You will be part of a company that values innovation and is shaping the future of private market infrastructure. Join us in our mission to unlock the power of equity ownership for more people in more places.