Business Systems Technical Analyst, CLM Administrator

Business Systems Technical Analyst, CLM Administrator

The Company You’ll Join

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.

Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.

Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.

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 CLM (Contract Lifecycle Management) Admin, you’ll work to:

• Collaborate with cross-functional teams (Legal, Sales, Finance, Procurement, IT, etc.) to gather and document requirements for CLM enhancements
• Analyze business needs to define functional and technical specifications for system updates
• Ensure alignment between contract workflows, approvals, and compliance requirements
• Configure and manage CLM workflows, approval processes, contract templates, data mapping, clauses, redlining, and automation
• Oversee the implementation of new features and enhancements within the CLM platform.
• Support CLM system integrations with Salesforce and other tools
• Develop and execute unit test cases for CLM enhancements to ensure functionality meets business needs
• Coordinate User Acceptance Testing (UAT) with business stakeholders and resolve issues before deployment
• Manage CLM deployment to production, ensuring version control of contract templates and minimal business disruption
• Provide post-implementation support, troubleshoot issues, and collect feedback for continuous improvements
• Act as a point of contact for CLM-related queries, ensuring smooth contract execution
• Continuously improve contract workflows to enhance efficiency and reduce turnaround times

The Team You'll Work With

You’ll be joining our Business Systems Team, which is responsible for building, managing, and optimizing technology across every aspect of product sales and operational support at Carta. As the backbone of the business, our mission is to drive growth by developing the platform, infrastructure, and tools that keep the company running efficiently. We focus on long-term success by optimizing processes for both internal teams and customers. Our work drives efficiency gains by automating repetitive tasks to reduce manual work and boost productivity. We provide leadership with real-time, data-driven insights for strategic planning, enabling scalable growth by ensuring systems and processes can handle increasing demand. We bridge gaps between teams by integrating tools and workflows, ensuring compliance and security by properly governing business-critical data. Additionally, we streamline processes such as deal approvals, contract execution, and billing, accelerating revenue recognition and shortening time-to-revenue.

About You

• 3+ years of experience working with contract lifecycle management tools collaborating with deal desk, legal operations, or sales operations teams
• Experience with Conga CLM or similar CLM solutions
• Knowledge of contract template setup, data field mapping between CLM platforms and integrated systems, clause libraries, and version control for document automation
• Advanced proficiency in Microsoft Word, including advanced formatting, styles, and automation features
• Basic knowledge of Salesforce Admin and SOQL (Salesforce Object Query Language), with the ability to configure and optimize queries for CLM integrations
• Strong understanding of contract structures, clauses, redlining, and approval processes.
• Experience collaborating with legal, sales, finance, deal desk, and procurement teams to align contract processes
• Excellent teamwork skills with a positive attitude
• Demonstrated ability to meet deadlines, handle, and prioritize multiple requests simultaneously
• Creative and analytical thinker with strong problem-solving skills

Preferred but not required

• Bachelor’s degree in Business, Legal Studies, Finance, or a related field (or equivalent experience).
• Experience with DocuSign, Adobe Sign, Conga Sign, and their integration with CLM platforms
• Proficiency with tools like Conga Composer for automated document generation

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.

Apply for this job

* indicates a required field

First Name *

Last Name *

Email *

Phone *

Location (City)

Resume/CV *

Accepted file types: pdf, doc, docx, txt, rtf

Do you have experience working on CLM (contract lifecycle management) or Salesforce? *

Are you currently eligible to work in the country where this position is located for any employer? *

Do you now or in the future require visa sponsorship to continue working in the country where this position is located? *

LinkedIn Profile *

Website

Which is your preferred office location(s)? *

Have you worked for Carta at any other time previously? *

AI Policy for Application & Interviewing: *

While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.