Jobs at Carta

Develop and execute Carta’s strategic partnerships strategy, identify and evaluate partnership opportunities, structure and negotiate commercial agreements, and manage ongoing partner relationships. Collaborate with product, sales, marketing, engineering, legal, and business teams to integrate partners, meet shared commitments, drive renewals, and report partnership performance and revenue metrics.

Review and file US federal partnership tax returns and IRS e-filings for venture capital clients using Carta’s tax engine. The role requires expertise in state tax filings for investment vehicles, collaboration with accounting, fund administration, compliance, legal, and financial teams, client interaction, process automation, and managing complex tax structures and multiple deadlines.

Manage a portfolio of 40+ post-onboarding accounts, driving retention, expansion, and net dollar retention. Responsibilities include prioritizing account health and risk, conducting client check-ins and executive reviews, using customer success tooling and AI, partnering with sales on renewals and expansion, surfacing client feedback, and improving scaled customer success playbooks.

Manage and expand global partnerships for Carta Law with law firms, investment banks, compliance consultants, and other channel partners. Identify, structure, and close partnership agreements that drive distribution and market share. Build senior relationships, navigate complex stakeholder organizations, represent Carta at industry events, and collaborate with legal delivery, sales, marketing, and operations teams. The role requires strong knowledge of private markets, legal and compliance workflows, commercial strategy, and partnership development.

Own and grow portfolios of existing VC investor customers through upselling, cross-selling, renewals, and pricing alignment. Identify expansion opportunities, negotiate renewal outcomes, build relationships with decision-makers, maintain sales pipelines in CRM systems, and help customers maximize Carta’s platform value. Collaborate with product, marketing, support, and internal teams to resolve issues, drive engagement, and develop customer advocates.

Lead the long-term technical health of Carta’s Investors business unit by solving complex architectural problems, improving scalability and reliability, aligning teams on technical decisions, defining safe AI engineering practices, and mentoring senior engineers. The role focuses on distributed systems supporting fund financials, tax and compliance, LP management, and reporting.

Lead complex software projects from concept through production, improve system architecture and reliability, use AI-assisted development tools, mentor engineers, conduct architectural reviews, and collaborate with product and design. The role supports Carta’s Investors business unit, building software for fund financials, tax and compliance, LP management, and reporting.

Own complex enterprise sales cycles with venture capital firms, from strategic outbound prospecting through close. Advise decision-makers on Carta’s fund administration, portfolio management, reporting, investor management, valuation, and portal solutions. Build trusted client relationships, develop long-term sales strategies, negotiate large contracts, and consistently achieve revenue goals. The role requires deep understanding of venture capital fund structures and enterprise sales experience, preferably in SaaS or financial services.

Leads product marketing for Carta’s private equity and venture capital segments. Owns buyer personas, full-funnel messaging, enterprise content systems, AI-powered marketing infrastructure, integrated outbound campaigns, and campaign measurement. Partners with demand generation, integrated marketing, sales enablement, and creative teams to improve positioning, content quality, engagement, and pipeline impact.

Develop and execute multi-channel demand generation campaigns for Carta’s private equity and alternative assets products. Own ABM targeting, lifecycle programs, and Salesforce campaign tracking while partnering with Sales, Product, Customer Success, Business Development, and Marketing. Analyze campaign performance, optimize conversion and pipeline impact, identify high-propensity accounts, and scale successful growth initiatives. The role requires strategic campaign planning, hands-on execution, cross-functional collaboration, and data-driven decision-making.

Owns the end-to-end Workday integration lifecycle, including architecture, configuration, deployment, production support, data mapping, validation, migrations, release management, and regression testing. Advises HR, IT, and business stakeholders on scalable integration solutions; maintains connections with external HR platforms; and extends Workday through applications, calculated fields, and automation. Requires deep experience across Workday modules, integration technologies, security, encryption, global data flows, and compliance.

Sell Carta's equity and fund administration software to early-stage (SMB) companies. Own high-velocity outbound prospecting, manage 20–25 deals/month, handle contract and pricing discussions, maintain CRM hygiene (Salesforce/Terret), and use AI tools to scale productivity. Hit quota, surface customer insights, and collaborate with internal teams while receiving training on fintech concepts and MEDDIC.

Develops and expands Carta’s relationships with venture capital law firms to increase referrals, market penetration, and adoption of fund and investor products. Builds partner strategies, activates mutual business opportunities, gathers market feedback, and collaborates cross-functionally with Sales, Marketing, Product, Engineering, and other teams. Represents Carta at partner meetings and industry events, with at least 25% travel.

Own global Workday Payroll and HCM configuration for 2,000+ employees. Manage payroll calculations, earnings, deductions, taxes, integrations, testing, releases, troubleshooting, documentation, and compliance. Partner with People, Payroll Operations, HRIS, and Integrations teams to translate business needs into scalable system configurations across the US, EMEA, and LATAM.

Manage Carta Law’s global partnerships with law firms, investment banks, compliance consultants, and other professional services organizations. Identify opportunities, structure and negotiate partnership agreements, and grow referral channels that generate measurable business outcomes. Build senior relationships across complex organizations, collaborate with legal delivery, sales, marketing, and operations teams, and support commercial growth in the private markets ecosystem.

Sell Carta Law to legal services and fund management clients by owning full sales cycles, prospecting outbound, influencing C-suite legal and finance decision-makers, closing complex multi-stakeholder deals, and acting as a customer advocate to drive revenue growth within legal services and fund administration markets.

Leads product marketing and go-to-market enablement for private-market finance products. Develops sales assets, segment messaging, outbound strategies, campaigns, launch plans, and customer expansion plays. Partners with Sales, Marketing, Creative, Enablement, Operations, and Product teams to improve pipeline, support launches, analyze performance, gather customer feedback, and influence the product roadmap. Represents Carta at customer events, internal kickoffs, and industry conferences.

Manage the full lifecycle of inbound KYC requests, including intake, documentation review, validation, client communication, recordkeeping, and timely resolution. Apply global KYC, AML, and international regulatory requirements, monitor regulatory changes, maintain audit-ready records, and escalate issues appropriately. The role operates in a high-volume, client-facing environment serving asset managers, private equity firms, and counterparties.

The Senior Strategic Account Executive will drive sales in Fund Administration, engage with clients, and manage long sales cycles, advising on fund structures and closing contracts.