Implementations Specialist

Carta; Rio de Janeiro; Presencial; BRL 40.000 - 80.000; Tempo integral

Resumo da oferta

Join a forward-thinking company as an Implementation Specialist, where you will play a crucial role in onboarding clients onto a cutting-edge software platform. Your expertise in Excel and CRM systems will help establish strong customer relationships, ensuring a seamless onboarding experience. Collaborate with cross-functional teams to enhance processes and deliver exceptional service. This is an exciting opportunity to contribute to a company that is transforming the financial services landscape and empowering clients with innovative solutions.

Qualificações

• Proficient in Excel and experienced with CRMs, preferably Salesforce.
• Strong project management skills to handle multiple onboardings.

Responsabilidades

• Establish customer relationships and manage onboarding processes.
• Train clients on Carta software and improve onboarding efficiency.

Conhecimentos

Excel

Salesforce

Project Management

Customer Relationship Management

Analytical Problem Solving

Finance Knowledge

Ferramentas

Mixmax

Talkdesk

Guru

Descrição da oferta de emprego

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration 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 creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As an implementations specialist, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will work to:

• Establish strong customer relationships and inspire long-term loyalty by providing a high quality and timely on-boarding process as the first service provider post-sale
• Migrate and maintain the quality of clients Data to Carta’s Onboarding Spreadsheet in Excel
• Coordinate and manage inputs needed from both the clients and their law firms
• Train clients on how to use Carta Software: You feel comfortable working with data, business systems, and developing training content for our customers.
• Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
• Work closely with product, engineering and our internal implementations leaders to improve the experience for our customers

The Team You’ll Work With

Carta is looking for an Implementation Specialist to join our Rio SMB/MM Team as part of our larger Delivery team. Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving.

About You:

• You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)
• You are eager to learn or have experience working with: Mixmax, Talkdesk, and Guru
• You have strong project management and organization skills - must be able to manage multiple on-boardings (40+) at a time
• You are familiar or will become familiar with Private Equity and Capitalization
• You have great people skills and a high degree of empathy
• You have the ability to work cross-functionally with teams
• You embrace change and constantly seek ways to better your process and your team
• You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues
• *Knowledge of finance and accounting is a plus
• *Experience working at a high-growth software company is a plus

Disclosures:

• 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.
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, seePrivacy,CA Candidate Privacy, and Brazil Transparency Report.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [e-mail].