Implementations Project Manager II

Carta; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading technology company in London seeks a Client Onboarding Specialist to support new clients onboarding onto their software. Responsibilities include managing data integrity, training clients, and improving onboarding efficiency. The ideal candidate has strong project management skills, is data-savvy, and possesses excellent communication abilities. This role offers opportunities to work on cross-functional projects and engage with C-suite clients.

Qualifications

• Working knowledge of Excel and Google Sheets.
• Strong project management skills to manage multiple projects.
• Data-savvy with large datasets.
• Excellent communication skills.
• Professional attitude under pressure.

Responsibilities

• Support new clients in onboarding them onto Carta Europe.
• Manage complex datasets with high integrity.
• Train clients on how to use Carta Europe Software.
• Continuously improve the efficiency of the onboarding process.
• Work closely with product and engineering teams.

Job description

Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

Responsibilities

• Support new clients in onboarding them onto Carta Europe – i.e., implementation of client’s capitalization table and securities on Carta
• Manage complex datasets with high integrity
• Migrate client data to Carta Europe’s import file in Excel
• Coordinate and manage inputs needed from client stakeholders, including law firms
• Maintain the quality of clients’ data throughout the onboarding process
• Train clients on how to use Carta Europe Software
• Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
• Proactively manage your clients to dates, activating their account on time and improving your time to value month over month
• Give your clients resources to appropriate teams post‑activation
• Work closely with product, engineering and our internal implementations leaders to improve the onboarding experience for our customers
• Have the opportunities to work on potentially cross‑functional side projects in addition to your core function onboarding new accounts, learning to deliver new services

Impact & Qualifications

• Working knowledge of Excel and Google Sheets
• Strong project management skills – must be able to manage multiple projects (25+) at a time, while providing timely follow‑up to clients
• Data‑savvy and enjoy working with large datasets
• Familiar or interested in private equity, VC‑backed companies and capitalization
• Flexible, adaptive, and resilient
• Excellent people skills and a high degree of empathy
• Strong communication skills
• Highly organized and can manage a group of C‑suite clients
• Can work cross‑functionally with teams
• Can deal with uncertainties and ambiguous situations
• Can maintain confidentiality as required by customers
• Ambitious, proactive, a self‑starter, helpful and resourceful
• 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
• Experience in customer‑facing roles is a plus

Location and Work Authorization

The role is located in either Rio de Janeiro or London. Applicants must be authorized to work in one of those locations as we are not able to provide work authorization for this role.

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.

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.