Implementations Lead - LP Portfolio Analytics

Carta; Rio de Janeiro; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A leading technology firm in Rio de Janeiro seeks an Implementations Lead to manage implementation projects and guide clients on utilizing the Carta LPPA software. This role demands excellent communication skills, strong organization, and a client-centric approach. The Implementations Lead will oversee the onboarding and development of support teams while fostering strong customer relationships. Ideal candidates will be adaptable, possess technical proficiency, and have experience in a high-growth environment. Competitive salary and growth opportunities are offered.

Qualificações

• Fluent in English with strong written and verbal skills.
• Highly organized with attention to detail.
• Experience with CRMs, preferably Salesforce.
• Knowledge of finance/accounting or experience in a high-growth software company.

Responsabilidades

• Manage implementation projects from requirements to setup.
• Interact with clients and establish strong relationships.
• Provide remote training and support for LPPA software.
• Lead onboarding and development for the local support team.

Conhecimentos

Fluent in English

Strong communication skills

Highly organized

Client-centric approach

Proficient in Excel

Analytical mindset

Adaptability

Leadership traits

Ferramentas

Salesforce

Descrição da oferta de emprego

Implementations Lead – LP Portfolio Analytics

The Company You’ll Join

Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for the private market. Trusted by 65,000+ companies, Carta’s platform supports 9,000+ funds and SPVs, representing nearly $185B AUM. Recognized by Fortune, Forbes, Fast Company, and Great Places to Work, Carta is shaping the future of private‑market infrastructure.

As the Implementations Lead, you will bridge technical execution and local team leadership, becoming an expert in private‑markets data and guiding clients onto the Carta LPPA software for long‑term success.

Key Responsibilities

• Directly interact with clients, managing implementation projects from requirement gathering to final system setup.
• Extract initial data tranches from documents and hand them off to the LPPA MDS team or clients.
• Provide remote training via video conferencing, email, and quick calls to answer technical questions around LPPA software.
• Establish strong customer relationships as the first post‑sale service provider, fostering long‑term loyalty.
• Work comfortably with data and business systems to develop training content for customers.
• Think creatively to propose software solutions for both equity and use‑case challenges.

Local Lead and Future Manager Duties

• Oversee onboarding, learning, and development for the local support team.
• Encourage career growth and performance from a professional and metrics‑driven perspective.
• Review team and individual performance metrics; provide strategic recommendations.
• Lead execution of strategic initiatives, such as new processes, systems, and tools across the department.
• Collaborate cross‑functionally to identify customer pain points and recommend product improvements that ensure a “magical” customer experience.

The Team You’ll Join

As the first post‑sale service provider in a high‑growth environment, you will eventually lead a team of Support Analysts and Specialists. You will work closely with product, engineering, and internal implementation leaders to continuously improve onboarding and service models for new customer types.

About You

• Communication – Fluent in English with strong written and verbal skills; able to articulate complex concepts clearly.
• Organization – Highly organized with extreme attention to detail, managing multiple active projects.
• Client‑Centric – Deeply care about client services; diplomatic and poised when communicating under pressure.
• Technical Proficiency – Proficient in Excel and experienced with CRMs (preferably Salesforce).
• Analytical Mindset – Able to identify problems, perform root‑cause analysis, and execute action plans.
• Adaptability – Flexible, resilient, and comfortable with uncertainty.
• Leadership Traits – Proactive, ambitious, self‑starter who takes ownership and empowers teammates.
• Experience (Preferred) – Knowledge of finance/accounting or experience at a high‑growth software company.

Equal Employment Opportunity

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.

All official communications will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [e-mail].