Junior Salesforce Admin (CLM Administrator)

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

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 Junior Salesforce Admin (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 process, 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. 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 total experience and minimum of 2 years of Salesforce Configuration or Salesforce Administration experience required
• Basic knowledge of Salesforce Admin and SOQL (Salesforce Object Query Language), with the ability to configure and optimize queries for CLM integration
• Experience with CPQ and/or contract lifecycle management tools collaborating with deal desk, legal operations, or sales operations teams
• Experience with Conga CLM or similar CLM solutions
• Advanced proficiency in Microsoft Word, including advanced formatting, styles, and automation features
• 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
• Knowledge of contract template setup, data field mapping between CLM platforms and integrated systems, clause libraries, and version control for document automation

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.