As a Senior Fund Accountant at Carta, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market, and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment.

Responsibilities

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services.
• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources.
• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite.
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software.

Requirements

• Strong critical thinking and problem-solving skills, and accurately judging when to make decisions versus escalate them.
• Interest in providing best-in-class service.
• Ability to communicate information in a timely, appropriate manner to all relevant stakeholders and multitask to meet multiple deadlines.
• Understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration.
• Experience interpreting and understanding Limited Partnership Agreements.
• Interest in working on projects in a fast-paced environment with a supportive team and as an individual.

Benefits

• Opportunity to work with a rapidly growing team and contribute to the future of the Fund Administration business.
• Collaborative and dynamic work environment.
• Professional development opportunities.

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You will join the LP Portfolio Analytics team at Carta, a leading provider of software for private markets. As a Senior Account Executive, you will be responsible for expanding our APAC client base by selling complex data, analytics, or fintech solutions into institutional investors.

Responsibilities

• Drive new business acquisition across APAC with a focus on alternative investors across all segments; pension funds, insurers, funds of funds, endowments, foundations, secondary market players, and sovereign wealth funds.
• Manage the full sales cycle from early stage discovery through to contract close.
• Develop and maintain relationships with senior stakeholders across pensions, endowments, insurance firms, fund of funds, sovereign wealth funds, and administrators.
• Identify and qualify opportunities through research, networking, and industry events.
• Work closely with marketing and SDR teams on lead generation campaigns into target segments and regions.
• Work closely with product and client success teams to ensure smooth onboarding and long-term client satisfaction.
• Maintain accurate pipeline management, forecasts, and reporting in CRM.
• Stay up to date on industry developments, client needs, and competitor offerings.

Requirements

A successful Account Executive in this role would likely have:

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus but not required).
• 5+ years of B2B enterprise sales experience, ideally in fintech, SaaS, data, or analytics solutions.
• Strong track record of quota attainment and new business development.
• Experience selling into institutional investors or financial services firms strongly preferred.
• Excellent communication, presentation, and negotiation skills.
• Entrepreneurial mindset, self-starter, and motivated to grow with a scaling business.
• Willingness to travel within APAC

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We're looking for a Senior Product Marketing Manager to join our London-based marketing team. As a key member of our team, you will be responsible for developing and executing go-to-market strategies for our fund administration products in Europe.

Key Responsibilities:

• Own the European Market Narrative: Lead the company's understanding of the UK/European market, serving as the definitive expert on local competitors, buyer behaviors, and regulatory nuances.

• Architect Regional GTM Strategy: Design and orchestrate comprehensive GTM strategies for the European market, ensuring new launches achieve deep market penetration and support aggressive pipeline and revenue targets

• Influence the Global Roadmap: Triangulate insights from local Sales, CSMs, and primary research to credibly advocate for product features that solve critical European-specific needs.

• Scale Global Innovation: Act as the primary strategic partner to the UK Business Unit, orchestrating the regional rollout of US-based product innovation. You will translate global product advancements into compelling, localized narratives that resonate with the specific needs of European CFOs and General Partners.

• Establish Regional Credibility: Translate complex technical product details into emotional, value-driven narratives that differentiate Carta in the European competitive landscape. You will strategically leverage customer social proof and local success stories to build deep trust and market authority within the UK venture capital and private equity community.

• Define Cross-Functional Enablement: Create a consistent, visible engagement model that equips UK sales and delivery teams with the high-altitude narratives and technical depth needed to win upmarket.

• Drive Product Adoption & Impact: Define clear success metrics for product acquisition and retention. You will align regional resources from Sales enablement to Marketing campaigns to ensure every product launch delivers a measurable and positive impact on the UK P&L.

About You:

• 5-8 years of experience in B2B product marketing, with a specific focus on SaaS fintech or private markets (Venture Capital or Private Equity).

• Enterprise experience: Proven track record of marketing complex products to sophisticated, upmarket personas (e.g., CFOs or General Partners).

• Technical Mastery: The tenacity to quickly become a domain expert who can understand technical product details at a deep level and translate them into value-driven stories.

• Influential Leadership: Demonstrated success in influencing senior stakeholders (Product, Sales, and Delivery) to align on regional priorities and GTM execution.

• Exceptional Communication: A deep-seated obsession with customer storytelling; you can translate product details into emotional narratives that differentiate a brand in a competitive landscape.

Nice to Have:

• Building from the Ground Up: Experience building a PMM function or regional strategy with minimal day-to-day oversight.

• AI Experimentation: A predisposition toward experimenting with AI tools to automate routine workflows and uncover deeper market insights.

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The ideal candidate will have extensive experience with cloud services such as AWS, Google Cloud Platform, or Azure, including services like EC2, S3, RDS, and Lambda. They will also be proficient in using tools such as Terraform, Ansible, or CloudFormation for managing and provisioning cloud infrastructure.

The team is responsible for providing secure, reliable, scalable, and performant infrastructure to Carta's customers and developers. The successful candidate will be a strong communicator who enjoys collaborating to solve complex problems and has familiarity with infrastructure best practices on performance, reliability, and security and their associated tools.

Our stack is Python, Java, Terraform, gRPC, Docker, Kubernetes, Postgres, running on AWS. Come join us!

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Carta is a software company that 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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap.

Staff Engineers at Carta are technical anchors for our business. You don’t just own features, you take long-term accountability for the technical health and strategic direction of different domains.

The Problems You’ll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.

• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.

• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.

• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively.

• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS).

• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.

• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.

• Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $205,600 - $257,000 CAD in Toronto, Ontario, Canada

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As a Senior Fund Accountant at Carta, you will join a highly dynamic team to support the future of the Fund Administration business. You will partner with top venture capital firms to streamline their financial accounting needs.

Responsibilities

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services.
• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources.
• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite.
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software.

Requirements

• Strong critical thinking and problem-solving skills.
• Accurately judge when to make decisions versus escalate them.
• Interested in providing best-in-class-service.
• Communicate information in a timely, appropriate manner to all relevant stakeholders.
• Multitasking to meet multiple deadlines.
• Understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration.
• Experience interpreting and understanding Limited Partnership Agreements.
• Interested in working on projects in a fast-paced environment with a supportive team and as an individual.

Benefits

• Opportunity to work cross-functionally with our product, engineering, go-to-market, and operation teams.
• Growing your foundational knowledge of accounting in an engaging, fast-paced environment.
• Positioning Carta as the leading Fund Administration group.

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As a Treasury Analyst at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

Responsibilities

• Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
• Collaborate with cross-functional teams to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Proactively identify operational gaps, risks, and support the development of scalable solutions
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
• Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools
• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

Benefits

• Competitive salary
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance

Requirements

• Fluency in English, both verbal and written
• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

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Carta is a software company that 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.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems.

The Problems You’ll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team.

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.

• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.

• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems.

• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.

• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS.

• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.

• Strategic Mindset: You understand the 'why' behind your code and can articulate technical trade-offs to stakeholders.

• Experience: We recommend 8+ years of professional software engineering experience for this level.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

Our expected cash compensation (salary + commission if applicable) range for this role is:

• $181,050 - $213,000 CAD in Toronto, Ontario, Canada

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As an Account Executive, Fund Administration at Carta, you will join a team that connects founders, investors, and limited partners through world-class software. Your primary responsibility will be to evangelize Carta's unique value proposition to the Australian VC and PE markets.

Responsibilities

• Map and communicate the business impact of our product offerings to key decision makers
• Identify and communicate effectively with Go-to-Market Leads new areas for business growth
• Understand customer needs and requirements and act as a trusted business advisor
• Drive revenue through strategic outbound prospecting
• Own the entire sales lifecycle, from lead generation to close
• Develop a comprehensive go-to-market plan to prioritize and execute against the opportunity in Australia, in partnership with your cross-functional leads

Requirements

• 4-10 years of experience in a SaaS sales role
• Experience building pipeline through high-quality outbound prospecting
• Strong interpersonal skills with in-person networking and long-term relationship building with C-level executives and General Partners of VC/PE firms
• Ability to translate technical financial/accounting software into business impact
• Managing a pipeline, and closing sizable deals
• Articulate, poised, and concise
• Flexible, adaptable, and resilient - Comfortable working in a high-velocity startup environment
• Self-starter, humble, problem-solver, and adaptable to change
• Candidate must be authorized to work in Australia without sponsorship

Nice to Have

• Sales or business development experience within Venture Capital, Private Equity, or Private Credit sectors
• Understanding of the venture capital & private equity business model and inner workings
• Accounting background and familiarity with financial/accounting software

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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.

The Team You’ll Work With

Carta is looking for an Integrated Marketing Manager to join our Asia-Pacific, Middle East & Africa (APAC & MEA) marketing team, based in Hong Kong. Carta expanded into Asia Pacific in 2021, with Singapore as our regional hub. We are now opening our office in Hong Kong and building a local, on-the-ground team to support founders, fund managers and investors across Hong Kong and the Greater Bay Area.

The Problems You’ll Solve

• Build Carta’s Brand from the Ground Up in Hong Kong: Establish Carta’s local marketing presence in a new market, ensuring strong brand awareness, credibility, and trust within the startup, VC, PE and private markets ecosystem. Act as the in-market marketing owner, translating global narratives into messaging that resonates with Hong Kong audiences and market dynamics.
• Drive Deep Localization Across Channels: Localize integrated campaigns across content, digital, event, PR and community - ensuring language, tone, formats and channels reflect local norms and expectations. Work closely with the team in Singapore to adapt campaigns, while also identifying when the market requires bespoke, locally-led initiatives.
• Plan and Execute Integrated Campaigns (Brand → Demand): Own end-to-end integrated marketing programs that balance brand-building, education and pipeline creation, including events, thought leadership, digital campaigns and more. Partner closely with Sales and Partnerships to align campaigns with local go-to-market priorities.
• Be the Connector Between Global Strategy and Local Reality: Serve as the voice of the market within the regional marketing team - feeding back insights on audience behavior, competitor activity, cultural nuance, and emerging opportunities.
• Own Local Measurement and Budgeting: Manage the regional budget and track/report on performance across awareness, engagement, and pipeline metrics, helping shape success is measured in an early-stage market.

The Impact You’ll Have

You will define what “good” looks for Carta marketing in Hong Kong. Your work will directly shape our brand perception, ecosystem relationships, and early commercial momentum in the market. This is a rare opportunity to build a market almost from scratch.

About You

• 5+ years of experience in B2B marketing, preferably in SaaS, fintech, or the startup/VC/PE ecosystem
• Proven experience as a full-stack marketer
• comfortable working across brand, content, digital, events, and demand generation
• Experience launching or building a brand in a new or early-stage market (0→1 experience strongly preferred)
• Strong instincts for localization and cultural nuance, particularly within Hong Kong
• Experience collaborating cross-functionally with sales, marketing, and partnerships
• Able to balance strategic thinking with hands-on execution
• you can set direction and do the work
• Strong organizational skills to manage multiple projects and budgets concurrently
• Excellent written and verbal communication skills in English and Cantonese
• Comfortable with analytics and tools like Salesforce, Marketo, Google Analytics, or equivalents
• Deep interest in the private markets in the region

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As a Data Operations Analyst at Carta, you will be responsible for the lifecycle of quarterly data extraction and client reporting. Your primary objective is to ensure that extracted data is high-quality, timely, and actionable for our customers.

Responsibilities

• Manage the extraction of private markets data from accounting documents and performance reports.
• Ensure all data is extracted in a timely manner and meets our high standards for data quality.
• Provide timely and accurate front-line support for all customers that your segment services.
• Proactively follow up with clients during each quarterly data campaign, providing clear tracking of what data is complete and ready for client review.
• Engage with clients in real-time via phone or Zoom to resolve issues and guide them through their data.
• Keep detailed documentation of client interactions to identify trends and drive operational and process improvements for the data ops team and the product teams.
• Treat every data campaign as a project, ensuring all stakeholders are updated on progress and milestones.
• Become an expert in private markets data, including financial metrics and KPIs.

Requirements

• Fluent in English with the ability to articulate technical and complex concepts in a clear and concise manner.
• Knowledge of financial statements and common financial concepts with a strong sense of curiosity to solve problems.
• Highly organized with strong attention to detail and the ability to balance multiple active projects with competing priorities.
• Care deeply and genuinely about client services; you exhibit diplomacy, tact, and poise under pressure.
• Comfortable learning new technologies and platforms quickly in a fast-paced environment.

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We're looking for a Marketing Intern to join our Singapore team from the Summer months until the end of 2026. As a Marketing Intern at Carta, you will be an integral part of growing the marketing function in this region. You will drive demand in the market and help oversee Carta's growth in APAC, Middle East and Africa.

Responsibilities

• Campaigns: Work with our demand generation leads to launch campaigns across the region, and A/B test and optimize lead generation efforts across online and offline channels
• Content & PR: Partner with our content lead, localize blog articles to the region, edit bylines, craft organic social media content and develop customer case studies to increase brand awareness
• Events: Support on digital & physical marketing collateral ideation and design (presentation decks, swag) as well as provide on-the-ground support for Virtual Events & physical events
• Other ad-hoc tasks as assigned

The Team You'll Work With

Carta is looking for a Marketing Intern to join our Singapore team. Carta opened its Singapore office in 2021, and since then, has been building a world-class team to support the startup and investor ecosystem across Asia Pacific, the Middle East and Africa.

About You

• Studying Bachelors Degree in a relevant field (business, marketing)
• Previous internship or work experience in marketing would be preferred
• Desire to learn and work in a fast-paced environment
• Excellent time management and organizational skills
• Interest in B2B Marketing as well as the startup space

Nice to Have

• Experience with marketing and sales platforms (such as Salesforce, Marketo, Figma, Google Analytics, Google Ads, LinkedIn Ads)
• Proficiencies with Microsoft Office and/or Google Suite (GSuite)
• Knowledge of the startup and venture capital ecosystem

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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.

The Team You’ll Work With

The GTM Strategy & Operations team partners with Sales & Marketing leaders to drive Carta’s revenue strategy and best-in-class execution.

This role is a critical hire for the AMEA (APAC, Middle East, and Africa) team, supporting a region to scale across private markets ecosystem.

The Problems You’ll Solve

As a GTM Strategy & Ops Associate, you will own the operational roadmap for the AMEA region, using process, systems, and data as levers to accelerate productivity.

• Strategic Territory & Execution: Own AMEA territory planning, account segmentation, and Book of Business assignments to ensure equitable coverage and maximum sales velocity.

• Data & Analytics Foundation: Own business requirements for regional reporting. Create and maintain BI dashboards that proactively identify risks and opportunities in the AMEA pipeline and customer retention.

• Process Architect: Design and implement 'Lead-to-Cash' workflows for new asset classes and complex GTM motions (e.g., ERP integrations).

• Global Bridge: Collaborate with US RevOps, Systems and Data teams to ensure the AMEA roadmap is codified within global data architecture.

• Tech Stack Management: Manage and optimize regional tools (SFDC, LeanData, Outreach, Chorus, Marketo etc.) to drive automation and ensure data hygiene.

• Strategic Advisory: Serve as a trusted advisor to AMEA GTM leadership, providing data-driven insights for QBRs, board materials, and executive analyses.

About You

The ideal candidate is a proactive, mid-level operator who thrives in high-growth, ambiguous environments and is comfortable balancing high-level strategy with 'hands-on' systems execution.

• Experience: 5+ years of experience in GTM Operations, Sales Strategy, or Revenue Operations, preferably within an Enterprise SaaS environment.

• Analytical Power: Highly proficient in SQL and BI tools (Metabase).

• Systems Expert: Advanced proficiency in Salesforce (SFDC).

• Owner Mentality: You take pride in building from the ground up.

• Global Perspective: Experience or interest in international markets; ability to navigate and communicate effectively across time zones and diverse regional requirements.

• Structured Thinker: Exceptional ability to frame business questions with data and implement actionable process improvements.

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, see Privacy, 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 security@carta.com.

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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.

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 a Senior Program Manager, Account Management Strategy & Operations, you’ll work to:

Enable our Venture Capital Account Management team to deliver consistent, high-quality service and customer experience to our customers by driving core initiatives across cross-functional teams in GTM, Delivery, R&D and Finance.

Responsibilities

• Develop and implement scalable programs to shape long-term processes and tooling that support Carta’s VC account management team at different stages of customer lifecycle

• Own the governance of the key account management motions – business reviews, renewals, account growth, customer engagement, customer sentiment, etc.

• Support cross-functional programs that improve customer retention, limit churn and contraction and unlock upsell and cross-sell opportunities

• Work closely with leadership on executing strategic initiatives and driving outcomes

• Design, track, analyze and report on KPIs to develop operational insights and drive improved team performance

• Identify blockers to operational efficiency and lead programs to improve workflows, systems, and team experience on an ongoing basis

• Partner with cross-functional teams to evolve account management motions based on customer need and organizational priorities

The Team You'll Work With

You’ll be joining our Venture Capital Account Manager Strategy & Operations team. We work across product, go-to-market, and service delivery teams to design and implement the operating system that enables Carta to scale fund administration software and services to thousands of firms globally. This is a highly cross-functional and analytical team that thrives at the intersection of systems thinking, strategy, and program execution.

About You

• 5+ years of experience recommended in program management, business operations, sales strategy, or a similar function , ideally in a SaaS, fintech, or high-growth environment

• Able to navigate ambiguity and break complex problems into simple pieces, moving quickly through testing and iteration toward long-term solutions

• Data driven and able to quickly turn quantitative data into actionable insights

• Clear and collaborative communicator with cross-functional partners ranging from Account Managers to Product Managers to senior leadership

• Customer- and outcomes-obsessed: you care deeply about helping others succeed and want to improve the experience of our customers and our internal teams

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $129,200.00 - $152,000.00 in New York, NY

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

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We believe in hiring for Carta first, focusing on your core strengths and technical craft rather than a specific team’s immediate gap. Staff Engineers at Carta are technical anchors for our business.

The Problems You’ll Solve

As a Staff Engineer, you are responsible for the long-term technical health and success of your business unit. You’ll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.

• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.

• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.

• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively.

• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS).

• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.

• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.

• Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $205,600 - $257,000 CAD in Waterloo, Ontario, Canada

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You will join Carta's Tax team as a US Federal tax preparer and reviewer, leveraging Carta's proprietary tax engine to file tax returns for our clients.

The Team

You will be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta's products and services.

The Problems You'll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.

Requirements

• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment

Benefits

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

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As an Integrated Marketing Manager at Carta, you will be responsible for developing and executing full-funnel regional campaigns to drive awareness, engagement, and pipeline growth. You will work closely with cross-functional teams to create integrated marketing campaigns that span owned and paid channels, including social media, paid digital, email marketing, virtual events, physical events, and gifting programs.

Key Responsibilities

• Run full-funnel regional campaigns to drive awareness, engagement, and pipeline growth
• Collaborate with content, brand, events, digital, and product teams to bring campaigns to life
• Own end-to-end execution of campaigns, from planning to launch to post-mortem
• Measure and analyze campaign performance, including engagement metrics, attribution, and pipeline impact

The Impact

You will be a key player in elevating Carta's European presence, accelerating customer acquisition through integrated marketing efforts, and shaping the way Carta engages with key audiences and stakeholders in the investor ecosystem.

The Team

You will join a dynamic and diverse group of people who are responsible for Carta's growth across the region. As part of a rapidly growing team, you will have the opportunity to fuel the growth of the company.

About You

• 5+ years of experience in B2B marketing, preferably in SaaS, fintech, or VC/PE ecosystem
• Proven track record of running integrated campaigns and/or demand generation programs with measurable business impact
• Demonstrated ability to own a specific audience segment, managing their end-to-end brand experience across all channels based on a deep understanding of their unique needs
• Comfortable working cross-functionally with multiple teams and stakeholders
• Ability to manage timelines, budgets, and resources effectively
• Strategic thinker who can also execute with attention to detail and creativity
• Strong written and verbal communication skills, with experience localising messaging to regional audiences
• Comfortable with analytics and tools like Salesforce, Marketo, Google Analytics, Luma, or equivalents
• Deep interest in the private markets industry in Europe
• Forward-thinking approach to technology, using AI as a force multiplier to automate routine tasks and focus on high-impact strategy

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Join our Carta Europe Valuations Team as a Valuation Associate. You will provide high-quality, defensible valuation reports for our European clients, primarily focused on 409A, EMI, and CSOP valuations.

Responsibilities

• Prepare financial models and valuation reports for private companies.
• Conduct research and analysis on company financials, industry trends, and market comparables to support valuation conclusions.
• Collaborate with client auditors by providing clear, detailed, and persuasive responses to all valuation-related inquiries.
• Work closely with the Corporations Team and clients to ensure all necessary documentation and information are received in a timely manner.
• Identify and implement enhancements to valuation methodologies and reporting processes to increase efficiency and accuracy.
• Share your deep understanding of Valuations with our Product Team to introduce product improvements;
• Resolve customer inquiries in a timely and professional manner;
• Maintain an in-depth understanding of Carta's software platform and products;

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Experience in business valuation, corporate finance, accounting, or a related role.
• Exceptional analytical skills with proficiency in financial modeling using Microsoft Excel or Google Sheets.
• Excellent written and verbal communication skills, with the ability to articulate complex valuation concepts clearly to non-experts and auditors.
• A keen eye for detail and a commitment to producing high-quality, audit-defensible work.
• Comfortable learning quickly and taking on new challenges
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

Preferred Qualifications

• Progress toward a relevant professional certification (e.g., CFA, ASA, CPA/ACCA).
• Experience with European valuation regulations, specifically 409A, EMI, and CSOP.
• Familiarity with the startup and venture capital ecosystem.
• Understanding of valuation methodologies (e.g., DCF, comparable company analysis, transaction multiples)

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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.

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.

The Technical Implementation Specialist is responsible for bridging the gap between our core LPPA extraction tool engine and our clients’ downstream internal systems.

The Team You’ll Work With

You’ll be joining our Custom Integrations Team, a specialized engineering and delivery pod within the broader R&D and Implementation/delivery teams.

Our team is the critical link between our core LPPA engine and the production environments of the world’s leading Limited Partners (LPs).

About You

We are looking for a collaborative and detail-oriented lead who enjoys the challenge of turning complex data into seamless client solutions.

This involves:

• Act as the primary technical point of contact for new clients requiring custom delivery solutions.

• Analyze client downstream system requirements to draft comprehensive Functional & Technical Specification files.

• Navigating complex data mapping requirements.

• Managing secure connectivity across diverse IT infrastructures.

• Leading a technical team to deliver bespoke integration solutions in the client-required format and under tight deadlines.

• Facilitate daily stand-ups to track progress, remove blockers, and ensure alignment with the delivery roadmap.

• Perform Internal QA on custom templates (Excel, CSV, JSON) to ensure 100% accuracy against the signed-off specifications.

• Act as the first line of defense for production issues: perform initial triage and investigation of reported bugs.

Required Skills

• Technical Liaison
• Integration Architect
• Agile Delivery Lead
• Operational Driver
• Quality: You take a hands-on approach to Internal QA, ensuring 100% accuracy against signed-off specifications before any data is delivered to a stakeholder.
• First-Line Responder

Preferred Skills

• 3+ years of experience recommended in technical implementation, integration engineering, or technical project management.

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, see Privacy, 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 security@carta.com.

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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.

The Problems You'll Solve

We are looking for an ambitious Public Relations intern who’s ready to dig in and help us architect stories that scale across the whole business. Ideally, you’re a media junkie who’s genuinely curious about creating and defining various narratives that push the company forward.

What You’ll Do Day-to-Day

• Support the Communications team with production work: draft/edit pitches and press releases, build targeted media lists, prep briefing docs/FAQs, and track/summarize coverage.
• Participate in story-mining and brainstorms,we want your read on the news cycle, timely angles, and data-driven ideas.
• Master core PR tools and tactics,media databases, monitoring/measurement, message houses, and briefing prep (we’ll teach you, but you should be ready to dive in).
• Collaborate with your manager and mentor to run tight announcement workflows: timelines, cross-functional approvals, embargoes, and reporter briefings

Support & Mentorship

We know the first few weeks are a whirlwind. You will be paired with:

• A Manager: To guide your project scope, provide technical feedback, and ensure your work aligns with business goals.
• A Mentor: A dedicated peer designer to help you navigate our tool stack (Slack, Claude, project management) and give you the "unfiltered" scoop on how to succeed here.

The Team You'll Work With

At Carta, the Communications team is hard at work shaping and protecting the company’s narrative, leading media relations/PR, executive thought leadership, product announcements, content marketing, social media/influencer relations, and issues/crisis communications. It also runs internal communications to keep employees aligned on strategy and launches, and partners with marketing and leadership to tell data-driven stories that solidifies Carta as the ERP for private capital.

About You

• Recent graduate or final year student in Communications, Public Relations, English, or similar
• A "figure-it-out" mentality,you aren’t afraid to ask questions or watch a tutorial to solve a problem.
• Availability to be in-office during June and parts of August.

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You will join Carta's Tax team as a US Federal tax preparer and reviewer, leveraging Carta's proprietary tax engine to file tax returns for our clients.

The Team

You will be collaborating with our wider Carta accounting, fund administration, and compliance teams on relevant tax issues that relate to Carta's products and services.

The Problems

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax, and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.

Requirements

• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment

Disclosures

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.

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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.

The Problems You'll Solve

As Carta’s Head of GTM Content, you will lead a talented, experienced team of editors, content strategists, and writers producing best-in-class B2B content.

You’ll ensure the editorial team delivers timely, accurate, and high-impact content related to the evolving private markets ecosystem, including private equity firms, venture capital firms, private credit firms, and limited partners who support private companies.

Responsibilities

Team and editorial leadership:

• Lead and manage a team of senior editors and writers to cultivate a high-functioning, collaborative, and purpose-driven editorial team that is tightly aligned with the wider marketing org and indispensable to Carta’s overall mission

• Champion the role of content and represent the team in companywide, big-picture strategic conversations.

• Infuse creativity while pushing the boundaries on operational excellence

Content strategy and planning:

• Provide an editorial vision that drives content strategies supporting business-wide goals for audience engagement, acquisition, retention, and conversion

• Partner closely with leaders of the SEO, product marketing, creative, and demand-generation teams to drive omnichannel content campaigns

• Develop repeatable and scalable editorial processes for ideation, creation, optimization, distribution, and governance

Performance and analytics:

• Partner with internal marketing leaders to obtain greater visibility of editorial content performance through the funnel

• Lead a results-based editorial culture that prioritizes data-rich insights to track content performance, inform editorial decisions, and optimize strategies

• Lead the development of reporting frameworks that measure engagement and ROI, and communicate results with clarity to leaders including the C-suite

The Team You'll Work With

At Carta, the Communications and Content team plays a vital role in shaping the company’s brand, messaging, and public image.

Their responsibilities typically span several key areas including PR, Corporate Communications, Content Marketing, Social Media, Influencer Relations, and Internal Comms.

Together this team is Carta’s storytelling engine – responsible for communicating the company’s story and impact, both internally and externally, in a clear, compelling, and consistent way that supports business goals and builds trust with stakeholders.

About You

• Track record of managing teams and processes that produce best-in-class B2B content,and a record of demonstrating out-of-the-box, creative thinking that can future-proof content in a rapidly changing environment

• Deep understanding of the private markets, including startup fundraising, venture capital, private equity, private credit loan operations, and limited partner investing

• Advanced, industry-leading knowledge of SEO, LLMs, AI tools, and data-driven content strategies, and a track record of deeply leveraging emerging tools to develop editorial processes

• Demonstrated knowledge of global ecosystems, including track record of producing private markets content related to non-U.S. regions including Africa, Asia/Pacific Islands, the Middle East, and the U.K.

• Demonstrated success in building scalable content programs that deeply engage target audiences and move them through the funnel

• Outstanding writing, editing, and research skills; comfortable producing and refining technical and analytical content

• Strong cross-functional communication skills and the ability to collaborate across departments in a fast-paced, high-growth setting

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

Our minimum cash compensation (salary + commission if applicable) range for this role is: $176,000 - $220,000.

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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.

• For information on our data privacy policies, see Privacy, 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 security@carta.com.

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As a Strategic Account Manager, Venture Capital at Carta, you will join a team that connects founders, investors, and limited partners through world-class software. Your mission will be to unlock the power of equity ownership for more people in more places. You will work with enterprise customers to understand their business plans and build long-term strategic adoption roadmaps that enable their desired outcomes.

Responsibilities

• Build and maintain strong executive relationships with strategic accounts across executive stakeholders (CFO, GPs, Head of Finance) through regular in-person meetings, quarterly business reviews, and strategic account planning and relationship management
• Own the full account narrative, strategy, and execution - ensuring clarity on customer goals, value delivered, risks, and opportunities - leveraging regular Book of Business (BoB) reviews to drive internal leadership on customer outcomes and cross-functional alignment between Product, Delivery, and Growth teams
• Actively manage customer health by monitoring sentiment and risk signals, proactively developing Get-to-Green (GTG) plans, and driving early intervention to minimize churn and improve overall customer experience
• Identify, qualify, and document growth opportunities contributing to net dollar retention (NDR) growth and partner with growth teams on overall expansion strategy
• Partner closely with Product teams to drive rollout strategy, adoption initiatives, and feedback loop and align continuously on customer requirements and product roadmap by being a strong voice of the customer
• Align with Delivery teams on operational excellence, delivery challenges, and continuous process improvements to bring best practices to customers
• Develop strong customer references by actively collecting sentiment, problem-solving, and creating product and services value for customers
• Bring thought-leadership and independent problem-solving skills to the AM function. You will play a key role in the evolution of our Account Management playbook as we continue scaling in 2026 and beyond

Requirements

• 7+ years of enterprise client-facing experience, ideally in venture capital or private equity with a strong ability to build lasting relationships at all organizational levels
• Proven success in strategic account planning, managing complex portfolios, and driving adoption, retention, and growth
• Strong communication and executive presence, with the ability to influence stakeholders, navigate ambiguity, and lead change management initiatives
• Data-driven and highly organized, with a keen ability to evaluate account health and sentiment, resolve risks, and act on growth opportunities
• A proactive team player who mentors others, leads cross-functional initiatives, and demonstrates deep command of the product and industry landscape
• Willing and able to travel as needed (1–2x per week) and maintain a consistent in-person presence (3 days/week) for customer meetings and team collaboration

Salary

Carta's compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

$200,000.00 OTE in San Francisco, CA & New York, NY

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You will join Carta Europe's business development team, playing a critical role in expanding our partner ecosystem and deepening existing relationships, with a specific focus on financial and professional services firms within the private markets community.

The Team You'll Work With

You'll collaborate closely with internal teams,including sales, marketing, finance, and legal,to deliver value to partners and drive new business opportunities across our network.

The Problems You'll Solve

• Relationship Building: Proactively build, cultivate, and nurture high-value, lasting relationships with key legal professionals and teams across our target firms.
• Firm Coverage: Strategize and execute on increasing Carta's influence and individual coverage within partner firms, ensuring engagement with multiple influential individuals and teams across various seniority levels.
• Referral Pipeline: Work directly with internal sales teams to develop, manage, and drive two-way referral opportunities.
• Opportunity Analysis & Negotiation: Screen, analyse, and negotiate new, strategic partner opportunities for Carta, ensuring alignment with our business goals and driving favorable commercial outcomes.
• Ecosystem Engagement: Represent Carta at industry events, meeting with current and prospective legal partners to deepen relationships and identify new collaboration avenues.
• Cross-Functional Alignment: Serve as the internal point of contact for legal partner relations, collaborating with product, marketing, and legal teams to ensure partner needs are met and value is delivered.
• Data Integrity & Tracking: Action the accurate recording of partner engagement and activity data into CRM systems (like Salesforce), tracking the success of partnerships against clear business outcomes and referral metrics.

About You

• ~7+ years of professional experience working in private markets.
• Highly collaborative with a demonstrated ability to work effectively across internal teams (sales, marketing, legal, etc.) to achieve shared goals.
• Exceptional organisational skills and a great multi-tasker, comfortable juggling various projects and shifting priorities in a fast-paced environment.
• Adept with CRM systems (specifically Salesforce) for pipeline management, data tracking, and partner engagement logging.
• Highly organised, structured, and detail-oriented; committed to efficiency and accuracy across all tasks.
• Comfortable thriving in a high-growth, high-velocity culture with high ownership, accountability, and shifting priorities.
• A confident and enthusiastic communicator, able to serve as an engaging ambassador for Carta during external engagements and conferences.
• An established network of contacts within the venture capital community.

Nice-to-Haves

• Experience working as an investor, in investor relations, or as an advisor (e.g., accountant, legal professional) within venture capital.
• Experience using AI tools to automate workflows and enhance BD efficiency (e.g. n8n, Gemini etc).

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, see Privacy, 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 security@carta.com.

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

The Team You'll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership.

The Problems You'll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS.
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the 'why' behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

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As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers, and dealmakers in the world.

Responsibilities

• Assist with tax return processing, including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state, or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You're interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem-solving, and decision-making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

Compensation

Carta's compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $74,290.00 - $87,400.00 in Seattle, WA.

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As a Treasury Associate at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

Responsibilities

• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Review, interpret, and upload bank and brokerage transactions from statements into client bank feeds when automated connectivity is unavailable
• Proactively identify operational gaps, risks, and support the development of scalable solutions
• Experience creating and improving operational workflows and processes from scratch in fast-paced environments with minimal guidance
• Collaborate with cross-functional teams such as Product, Engineering, and Operations to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Own end-to-end payment execution workflows, including initiating and reviewing ACH/Wire and FX payments for client approval
• Verify vendor/payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls
• Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources

Impact

At Carta, we're building infrastructure that helps innovators unlock the power of ownership. As a Treasury Associate, you'll be at the center of that mission, ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients.

About You

• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Experience creating or improving operational workflows and processes in fast-paced environments
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

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You will join Carta's Customer Support team as a General Interest - PcD. Our Customer Support team is responsible for providing exceptional support to our customers, ensuring they have a positive experience with our products and services.

About Carta

Carta is a leading provider of software for the private markets industry. Our platform helps founders, investors, and limited partners manage their equity, investments, and relationships. With over 65,000+ companies in 160+ countries using our platform, we are shaping the future of private market infrastructure.

Responsibilities

• Provide exceptional support to customers through various channels, including phone, email, and chat.
• Respond to customer inquiries in a timely and professional manner.
• Troubleshoot issues and resolve problems in a efficient and effective way.
• Collaborate with internal teams to resolve complex customer issues.
• Develop and maintain knowledge of our products and services to provide accurate and helpful information to customers.
• Meet or exceed customer satisfaction targets.
• Participate in ongoing training and development to improve knowledge and skills.
• Work collaboratively with the team to achieve common goals and objectives.

Benefits

• Competitive salary and benefits package.
• Opportunity to work with a leading provider of software for the private markets industry.
• Collaborative and dynamic work environment.
• Ongoing training and development opportunities.
• Recognition and rewards for outstanding performance.

What We're Looking For

We are looking for a highly motivated and customer-focused individual to join our Customer Support team. The ideal candidate will have excellent communication and problem-solving skills, as well as the ability to work in a fast-paced environment. Experience in a customer-facing role is essential, and knowledge of the private markets industry is a plus.

How to Apply

If you are a motivated and customer-focused individual who is passionate about delivering exceptional support, please submit your application. We look forward to hearing from you!

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As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realise their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

Responsibilities

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You're interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

Benefits

• Collaborate with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta's products and services.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

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