Senior / Strategic Account Executive, Fund Admin
Carta job in San Francisco, CA
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. 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
For more information about our offices and culture, check out our Carta careers page.
The Team You'll Work With
We're looking for talented salespeople to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a member of the Fund Admin sales team, you'll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs. We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.
You will also work closely with new PE funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.
The Problems You'll Solve
Communicate the business impact of our product offerings to key decision makers
Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
Own sales cycles that could be up to 12 months
Understand customer needs and requirements and act as a trusted business advisor
Build and expand a network across the industry to enhance Carta's visibility and create new business opportunities
Drive revenue through strategic outbound prospecting
Own the entire sales lifecycle, from lead generation to close
Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
Participate in industry events, conferences, and seminars
About You
Bachelor's degree in Business, Finance, Accounting, Economics, or related field
5 - 10+ years of Fund Administration sales experience
In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
Experience managing a pipeline and closing large contracts
Proven ability to execute, especially negotiation and closing
Intellectually curious, fast learner
Articulate, poised, and concise
Flexible and resilient
Competitive and driven to achieve goals
Nice-to-Haves
Experience in venture capital, private equity, institutional investing, or wealth management preferred
Relevant sales experience, preferably in a SaaS or financial services organization
Salary
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is:
$325,000 - $355,000 OTE
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 ******************.
Auto-ApplyPrincipal Compensation Consultant
Carta job in San Francisco, CA
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. 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.
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 a Compensation Principal Consultant, you'll work to:
This role is the senior, hands-on expert responsible for ensuring our compensation strategy and operations are ready for this next stage of growth. You will solve our most complex compensation challenges ensuring we can attract and retain top-tier talent while aligning with business interests.
Design and model our future-state executive and broad-based compensation programs (cash, bonus, and equity)
Lead the preparation of all compensation-related materials for public filings, including the Compensation Discussion and Analysis (CD&A) and proxy tables, in close partnership with Legal and Finance
Develop and implement company compensation philosophy, including peer group selection, job architecture, and market-based salary structures
Act as the senior compensation consultant to HR Business Partners and Recruiting, providing expert guidance on complex executive offers, promotions, and retention packages
Establish and run scalable, SOX-compliant compensation processes (e.g., annual review, equity refresh) and systems to support our growing organization
Create communication and enablement materials to educate leaders, managers, and employees on private and public company compensation programs
The Team You'll Work With
Reporting to the Head of Total Rewards, you will be a senior IC on the compensation team. You will collaborate frequently with our Executive team, Board of Directors, and the greater People Team to attract and retain top talent. This is a high-impact, hands-on leadership role where you will be expected to both guide a team of experts and personally drive our most complex compensation challenges, from IPO readiness to long-term equity strategy. Your work will be at the center of building the critical infrastructure to support Carta's next stage of growth.
About You
12+ years of experience recommended in compensation, with a deep focus on public company and pre-IPO environments
Demonstrated, hands-on experience designing and modeling complex executive and broad-based equity programs (e.g., RSU, ESPP, performance equity)
Deep expertise in public company compensation governance, including preparing proxy disclosures (CD&A), working with compensation committees, and ensuring SEC and SOX compliance
Exceptional analytical and financial modeling skills, with the ability to translate complex data into actionable insights and strategic recommendations for a senior audience
Proven ability to thrive in a fast-paced, "build-from-scratch" environment as a hands-on senior individual contributor who can drive both strategy and execution
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.
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:
$224,000-$280,000 in San Francisco and New York
$212,800-$266,000 in Seattle
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. 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 ******************.
Auto-ApplyRegional Marketing Lead, West
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Team You'll Work With
You'll join the Demand Generation organization within Carta's Marketing team. Our mission is to deliver high-impact programs that drive demand, build relationships, and generate pipeline across Carta's customer segments.
In this role, you'll partner closely with our Sales, Business Development, Product Marketing, Events, Insights, Policy, Communications and Demand Gen teams to lead geo-specific strategies and campaign planning. You will report to the Director of Demand Generation and will drive strategy, execute programs management, and analyze performance for optimization. The Regional Marketing Lead is a vital partner to Sales, responsible for creating localized, high-impact experiences that drive engagement, generate leads, accelerate deals, and contribute to revenue.
The Problems You'll Solve
As a Lead Regional Marketer, you'll lead the strategy behind Carta's regional program efforts, defining which channels we show up in, who we target, and how we turn in-person moments into long-term customer engagement.
You'll serve as a regional field marketer, developing annual and quarterly go-to-market (GTM) plans, owning program calendars, collaborating with Sales on account targeting, and analyzing campaign effectiveness. While large-scale event execution is led by the centralized Events team, you'll take the lead on select smaller activations, ensuring every program-big or small-is strategically aligned with regional market needs and Carta's overall GTM objectives.
What You'll Do:
Own the regional marketing strategy for designated U.S. geographies, aligning tightly with sales priorities and business goals.
Partner with Sales, Business Development (BD), and Product Marketing Management (PMM) to define target audiences, strategic accounts, and messaging for each region.
Partner with Performance Marketing to execute targeted digital programs specific to the needs of the region, building demand and brand awareness.
Work with our Policy and Insights teams to augment our thought leadership and data-driven storytelling in priority regions.
Project manage regional marketing calendars, coordinating plans with internal teams and flagging needs for execution.
Build business cases and briefs for event activations (e.g., premium experiences, conferences, and partner events) collaborating with the Events team for delivery.
Present post-event findings and recommendations to Sales, Demand Gen, and GTM stakeholders by continuously optimizing future strategy.
Propose new program ideas based on data, market insights, and stakeholder feedback to improve pipeline contribution and ROI.
Ensure every regional experience reflects Carta's mission and brand, creating meaningful and targeted touchpoints.
About You
5-7 years of experience in regional marketing or ABM in a B2B SaaS or technology company.
Strong strategic thinking and project management skills that you're comfortable building plans and managing cross-functional input, even if you're not executing the event yourself.
Proven ability to collaborate with Sales, understand regional priorities, and translate them into actionable marketing plans.
Analytical mindset with experience measuring pipeline contribution, event ROI, and customer engagement outcomes.
Fluent in Salesforce and proficient in Marketo, Asana, and Looker
Drive, ability and passion to analyze, set priorities, and solve complex problems effectively and consistently
Clear and concise communicator who can influence across Marketing, Sales, and executive stakeholders.
Willingness to travel occasionally to major in-market programs or stakeholder meetings (up to ~25%).
Experience marketing to venture-backed startups, private equity, or other private market audiences.
Nice to Have:
Background in field strategy roles where execution was centralized elsewhere.
Familiarity with equity, cap table management, or fund administration platforms that empower the next generation of founders, investors, and owners.
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:
$137,700 - $162,000 in SF
$130,000 - $151,900 in SEA
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. 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 ******************.
Auto-ApplySenior Web Designer
Carta job in San Francisco, CA
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. 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.
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.
Carta is seeking an experienced Senior Web Designer to elevate the user experience and visual design of carta.com. This role will play a key part in shaping how founders, investors, and finance leaders interact with Carta's digital presence. You will blend UX expertise, systems thinking, and exacting design to deliver intuitive, interactive web experiences that align with Carta's ambitious brand and business goals. As a Senior Web Designer, you'll work to:
Lead end-to-end design for high-impact areas of carta.com-from research and concepting to polished interactive experiences.
Translate user needs and business objectives into clear, intuitive design solutions.
Develop and evolve a scalable design system for carta.com that aligns with Carta's broader brand and product ecosystem.
Partner with web strategists, developers, the Brand & Creative team and other marketers to launch pages and features that are user-friendly, engaging, and that both convert and inspire.
Conceive and design interactive components (calculators, dashboards, personalization elements, data visualizations) that drive engagement.
Design AI-integrated web experiences that combine Carta's proprietary data and modern interaction models (e.g., conversational interfaces, predictive personalization, smart calculators).
Conduct UX reviews and usability testing to inform design decisions and validate solutions.
Stay ahead of design and UX trends, tools, and technologies to continuously improve Carta's digital presence.
The Team You'll Work With
It's an exciting time at Carta-we're building the world's first ERP for private capital. Purpose-built software that transforms workflows and communication between finance leaders in startups, venture capital, private equity and limited partnerships, throughout a private fund lifecycle.
It's also an exciting time for the Web, Brand and Creative team, as we're under new leadership with big ambitions to accelerate the business and manifest our challenger brand spirit with smart, cut-through creativity and design excellence.
We're also a cool place to work, with great people, a collegial culture, and competitive benefits.
About You
6-8+ years of professional experience in web and UX design, ideally for SaaS, fintech, or B2B companies recommended.
Strong portfolio demonstrating expertise in UX flows, responsive design, and interactive web experiences.
Strong design fundamentals with exceptional taste levels.
Deep experience building and maintaining design systems across web properties.
Expert in Figma, with a solid understanding of front-end capabilities and limitations.
Strong collaboration skills; able to partner with developers, strategists, creatives, marketers, and executives.
Experience designing for accessibility, scalability, and performance.
Strong communication skills; ability to thoughtfully articulate and present design rationale and defend decisions.
Nice to Have
Experience with data visualization and interactive tools.
Familiarity with analytics, experimentation, and conversion optimization.
Background in working with distributed, global teams.
Why Join Carta
Help define and elevate the digital face of a market-leading fintech company.
Work on high-visibility projects that reach founders, investors, and executives globally.
Collaborate with a team that values craft, innovation, and impact.
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:
$161,500 - $190,000 in San Francisco, CA
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. 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 ******************.
Auto-ApplyPeople Systems Manager (Workday)
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
At Carta, we're on a mission to unlock the power of equity ownership for more people in more places. The challenges we solve today unlock the opportunities of tomorrow. As a Workday/People Systems Architect, you'll shape how almost 2000 employees experience Workday across the globe, making processes seamless, data reliable, and strategy scalable.
You'll take ownership of Workday Benefits, Advanced Compensation, and Talent, from design and configuration to operations and expansion. Whether it's running a flawless Open Enrollment, architecting a global compensation cycle, or rolling out talent modules that shape the next generation of leaders, your work will power the employee experience at every stage.
Key responsibilities
Be the expert: Serve as the SME and hands-on configurator for Benefits, Advanced Compensation, and Talent
Lead moments that matter: Own end-to-end Open Enrollment, ACA reporting/filing, and merit/bonus/equity cycles
Go global: Drive the expansion of Benefits and Talent across new regions, modules, and programs (performance, goals, succession, skills)
Engineer smart systems: Build and maintain eligibility rules, calculated fields, business processes, validations, and security frameworks
Connect the dots: Oversee integrations (Cloud Connect for Benefits/EDI, EIB/Core Connectors/Studio) and deliver reporting/dashboards that matter
Stay ahead of the curve: Review Workday releases, assess impact, run regression testing, and drive adoption
Be a trusted partner: Collaborate with Total Rewards, HR, Payroll, Finance, and IT to manage intake, SLAs, and cross-functional workflows
Protect what matters: Ensure compliance, audit readiness, and data integrity
Make work easier: Streamline processes, reduce manual effort, and track KPIs to improve efficiency and employee experience
The Team You'll Work With
You'll be part of the People Systems within the People Product team, a team dedicated to building the future of work at Carta. We design and scale workflows, processes, and systems that support a global workforce, always with an eye on efficiency, data quality, and driving employee performance and experience.
This role partners deeply with the broader People Ops team, Total Rewards, HRBPs, Payroll, and Finance to ensure Workday isn't just running, but running brilliantly.
Workday People Systems Lead will own global configuration and optimization of Time Tracking, Absence Management, and Payroll functionality in Workday. You will ensure our systems are compliant, efficient, and regionally adapted - beginning with the US and expanding across EMEA and LATAM.You'll lead full-cycle implementation, administration, and scaling for timecards, paid time off, leave types, overtime rules, and payroll input workflows that ensure pay is timely, accurate, and legally compliant.
About You
8+ years of hands-on Workday configuration experience
Strong domain expertise in Workday Benefits, Advanced Compensation and Talent setup
Familiar with Benefit integrations
Proven experience designing Benefits, Advanced Compensation and Talent programs across multiple legal entities
Detail-oriented with a systems-focused mindset - always thinking about edge cases and risk
Nice to Have:
Experience with integrations
Benefits: Core Connector and EIB setup
Lattice
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.
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) range for this role is:
$161,500 - $190,000 in New York and San Francisco
$153,425 -$180,500 in Seattle
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. 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 ******************.
Auto-ApplyHead of Pricing
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Team You'll Work With
You'll be joining our GTM Strategy team as a Head of Pricing Strategy, supporting all 3 business units: Corporations, Venture Capital and Private Equity.
This team is part of the broader Strategy & Business Operations team, partnering closely with business leaders across sales, marketing, product, and operations to drive revenue, efficiency, and customer experience.
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.
We are launching new products and monetization strategies at a pace we have never had before. We need a creative, data-driven monetization expert to come lead our pricing, packaging, and monetization strategies across the business. You will work cross-functionally with our product and business teams to help drive growth and customer value.
As a Head of Pricing Strategy, some of the immediate problems you will solve include:
Develop and refine our pricing and packaging strategy across our product tiers and business units based on customer segmentation, market dynamics, and competitive research
Conduct pricing experiments (e.g., A/B testing, value-based pricing tests) to determine optimal packaging, discounting, and feature gating strategies
Partner closely with Product and GTM teams to align pricing with customer value delivery and feature differentiation
Build and maintain pricing models and tools to forecast revenue impact and guide executive decision-making
Analyze customer behavior, retention, and willingness to pay using surveys, interviews, usage data, and win/loss analysis
Lead annual price reviews and support new product launches with pricing and packaging recommendations
Establish pricing guardrails, approvals for custom pricing, and discount policies for deals
Create sales tools (e.g., calculators) and training material (with enablement)
Stay current with industry trends, competitive benchmarks, and SaaS pricing best practices
About You
You are deeply passionate about monetization strategy and you have an unquenchable curiosity. You can parse the insights from dense information and have the ability to translate raw data into actionable strategies. You love thinking about product and have:
Deep understanding of B2B SaaS monetization models including per-seat, usage-based, freemium, and hybrid structures
Familiarity with frameworks such as Willingness to Pay and Conjoint Analysis
Experience conducting pricing sensitivity analyses, packaging design, or GTM readiness
A strategic mind that can understand a complex business and develop innovative and creative solutions.
Robust analytical skill set with demonstrated experience driving robust actionable insights across a modern data stack (e.g., Salesforce, Tableau, Power BI, SQL)
An owner mentality: You take pride in your work and view what you do as a part-owner and builder of Carta.
Strong execution ability: you can own the lifecycle of a project from start to finish, and are constantly looking for ways for us to improve.
High intellectual horsepower and EQ.
You likely have experience in venture, consulting, or academic research.
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.
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 $206,000 - $275,000. 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. 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 ******************.
Auto-ApplySales Development Representative
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
Build pipeline through self-sourced efforts and working strategically with Account Executives
Become an expert on Carta's varying products and services
Maintain active engagement with new and existing leads through creative follow-up, generating increased interest and excitement in Carta
Work with cross-functional teams to ensure top of funnel acquisition
By supporting the SDR teams you will help drive the overall company pipeline
Provide timely and accurate front-line support for all prospective customers interested in Carta
Engage with prospective customers real-time via phone or zoom
Execute cold outreach campaigns leveraging a "customer first" approach to investors and finance leaders in the venture and private equity space, as well as private corporations
The Team You'll Work With
The Sales Development Representative Teams are the driving force of Carta's upward trajectory. Our SDRs work with the Director of Sales Development on marketing related projects, territory research, prospect targeting, reporting, and webinar maximization strategy. We pride ourselves on investing in our team and promoting from within. All SDRs receive training on Carta software, private market finance, and equity administration along with ongoing training in consultative sales, client management, negotiation and sales operations.
About You
Grit - Ambitious, driven, and fearless in the face of rejection
Coachability - Tremendous desire to learn about FinTech and constantly improve in a “no-egos” environment
Emotional Intelligence - Ability to read emotional cues, understand a customer's needs, and navigate a meaningful conversation and provide meaningful solutions
Customer-Facing Experience - Experience working in a high volume customer-facing role
An Interest in Venture Capital / FinTech - If learning about how investors find the next unicorn to invest in, you're in the right place
Excellent time management skills and attention to detail
Track record of success in a lead generation role is a plus
Ability to break down and effectively communicate complex topics
Experience managing spreadsheets on Excel, Google Sheets, or similar productivity software tooling
Preferred
SaaS and software sales experience
Passion for or previous experience in Finance
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 starts at:
$88,000 OTE - $94,000 OTE in San Francisco, CA
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. 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 ******************.
Auto-ApplySenior Automation Engineer I, iPaaS & Salesforce
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Team You'll Work With
The Business Technology & System team builds products & tools to support every single business selling products / supporting operations at Carta. We are the backbone of the business, and our goal is to be the growth driver for the company. We develop the platform, infrastructure, and tools that run the business, and we optimize for the long-term success of our internal teams and customers.
The Problems You'll Solve
We are seeking a skilled Automation Engineer to design, build, and maintain workflows/integrations using an iPaaS platform such as Workato, while leveraging strong Salesforce (SFDC) development and administration capabilities. The ideal candidate will connect business-critical systems, enable seamless data flow, and improve process efficiency-while harnessing AI-driven tools and techniques to significantly reduce time spent on routine integration tasks, enabling faster deployments and higher team productivity.
Key Responsibilities
Design, develop, and maintain workflows/integrations between Salesforce and other enterprise systems using an iPaaS platform (Workato experience preferred).
Leverage AI-assisted development tools to streamline recipe creation, automate testing, and accelerate troubleshooting.
Collaborate with business systems analysts, admins, and stakeholders to gather requirements, map data flows, and design optimal integration solutions.
Build scalable, reusable, and secure recipes/workflows while adhering to best practices.
Implement error handling, logging, and monitoring for integrations to ensure reliability and traceability.
Optimize existing integrations to improve performance and reduce operational costs.
Maintain integration documentation, including data mapping, field transformations, and workflow logic.
Support and troubleshoot integration issues, working closely with internal teams and vendors to resolve them promptly.
Work with Salesforce development and admin teams to implement APIs, triggers, flows, and declarative tools where needed.
Ensure compliance with security and data governance policies for all integrations.
Stay current with new features and capabilities in Workato, Salesforce, AI-assisted automation, and other connected systems.
About You
Required Qualifications
3+ years of experience in integration development, preferably on an iPaaS platform (Workato strongly preferred; experience with MuleSoft, Boomi, Jitterbit, or similar is a plus).
Strong understanding of Salesforce data model, APIs (REST, SOAP, Bulk), Apex, SOQL, and declarative tools.
Proven ability to work with JSON, XML, CSV, and other structured/unstructured data formats.
Experience with authentication methods (OAuth 2.0, JWT, API keys, SSO).
Hands-on experience with AI-powered tools or scripts to accelerate integration development and testing.
Strong troubleshooting skills for integrations, API connectivity, and data mapping issues.
Familiarity with version control (Git) and agile development practices.
Excellent communication skills to work with both technical and non-technical stakeholders.
Preferred Qualifications
Workato certification(s) or Salesforce Platform Developer/Administrator certifications.
Experience integrating Salesforce with ERP, marketing automation, HRIS, and other SaaS/enterprise platforms.
Knowledge of ETL/ELT concepts and data warehousing fundamentals.
Exposure to CI/CD pipelines for integration deployments.
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:
$147,900 - $174,000 in San Francisco, CA; Santa Clara, CA
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. 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 ******************.
Auto-ApplyMarketing Program Manager
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
At Carta, our mission is 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 we scale through acquisitions, product innovation, and growth, we need a Program Manager to bring structure and alignment to marketing's most critical initiatives. This role will drive integration of new companies into Carta, support Product and Customer Marketing PMO priorities, lead in-product engagement through Pendo, and ensure seamless execution of Tier 1 launches and key campaigns.
As a Program Manager, you'll:
Lead acquisition integration by formalizing PMO processes and aligning new companies into Carta's marketing systems and campaigns
Support Product & Customer Marketing priorities by building, tracking, and delivering high-impact programs with consistency
Manage in-product engagement (Pendo) by configuring Guides, establishing governance and best practices, and tracking performance metrics
Evolve Tier 1 launches by creating and executing the playbook (RACI, workback, BOM templates) to deliver on-time, coordinated launches
Grow “What's New, What's Next” events by leading audience acquisition, maximizing views of the Product Hub, and ensuring smooth execution
Support cross-functional automated campaigns by program-managing trigger-based email frameworks, enabling reporting, and driving iteration across CMM, R&D, and LCM teams
Facilitate key decisions by aligning stakeholders, surfacing critical moments, and removing blockers
Monitor and report performance by analyzing metrics and using insights to inform future plans
Collaborate across teams by partnering with content, product marketing, growth, revenue, and global marketing ops to achieve shared goals
The Team You'll Work With
You'll be joining our Marketing team. Marketing is the engine for growth at Carta. We bring values to life through our brand and drive demand for products and services across a complex market landscape. We infuse the customer in everything we design, define and deliver, and reflect the aspirations and ambitions of our customers in the work we do.
As a Program Manager, you'll partner with Product Marketing, Customer Marketing, and cross-functional teams to drive alignment and execution of high-impact initiatives. You'll lead acquisition integration, Tier 1 product launches, and in-product engagement through Pendo, while building scalable processes that improve speed, clarity, and consistency. You'll be instrumental in ensuring marketing programs run seamlessly, growth campaigns deliver measurable impact, and new companies integrate successfully into Carta's go-to-market engine.
About You
What we're looking for:
Program leadership: Ability to bring structure and clarity to complex, cross-functional initiatives and keep teams aligned through execution.
Strategic problem solving: Strong analytical skills with a knack for connecting programs and projects back to broader business priorities.
Marketing fluency: Understanding of how Product Marketing, Customer Marketing, and Acquisition programs come together to drive measurable impact.
Collaboration and influence: Skilled at building trust, facilitating decisions, and unifying teams across functions and geographies.
Adaptability: Comfortable managing multiple priorities, navigating ambiguity, and flexing to support dynamic needs in a fast-moving environment.
Operational rigor: Experienced in project management systems and processes, with the ability to design repeatable frameworks that scale.
Experience recommended:
5-7+ years of program or project management experience in SaaS or a similarly dynamic B2B environment
BA/BS degree or equivalent experience
Nice to have
Direct experience with acquisition integration from a PMO or marketing standpoint
Hands-on experience with Pendo or other in-product engagement platforms
Background in building and executing Tier 1 launch playbooks or large-scale GTM programs
Familiarity with trigger-based or automated campaign frameworks
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.
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: $129,000 - $152,000 in San Francisco, CA and New York, NY.
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 ******************.
Auto-ApplyStaff Engineer, Enterprise Systems Architect
Carta job in Santa Clara, CA
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. 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.
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.
In this role, you'll be responsible for the strategy and design of Carta's enterprise technology, ensuring it aligns with strategic goals and business requirements. You'll work closely with business and technical stakeholders to define architectural standards and evaluate new technologies, while acting as the bridge between high-level business strategy and the technical implementation of IT systems.
Specifically, in this role you will:
Strategic Planning & Vision:
Define the long-term enterprise technology roadmap and vision, with a focus on how emerging technologies, especially AI, can enhance productivity and innovation.
You will evaluate existing systems, identify opportunities for improvement, and recommend new technologies that support future business needs.
Architecture Design and Governance:
Design the structure of IT systems, networks, hardware, and software to ensure they are scalable, secure, and interoperable. This includes architecting the infrastructure required to support our enterprise AI strategy.
You will also own, establish and enforce a change advisory board and standards and governance policies for system development, including the ethical and secure use of AI and other emerging technologies to ensure consistency across the organization.
Stakeholder Collaboration and Communication:
Work with a wide range of stakeholders, from executive leadership to technical teams, translating complex technical concepts into business terms for executives and communicating the business vision and requirements to developers and engineers.
The Team You'll Work With
You'll be joining our Security organization, directly reporting to our Chief Information Security Officer. You will be part of a security-minded team that believes in progress over perfection and where both security culture and mindset are key. We focus on solving business problems while minimizing and managing risk exposure for Carta.
About You
You've been here before: You have extensive experience in a similarly scoped role, having owned the design and strategy for an organization's enterprise technology.
You are ready and excited to step into a high-impact role and solve complex, large-scale challenges on day one.
Architectural Vision: You've led the design of large-scale, complex enterprise systems. You can articulate technical trade-offs, define long-term architectural roadmaps, and ensure technology choices are directly signed with business objectives.
Technical Leadership and Enablement: You're passionate about elevating technical talent around you and have a track record of mentoring, establishing best practices, and improving the productivity and quality of work across multiple teams.
Communication: Exceptional communication skills with the ability to collaborate effectively across all levels of the organization.
Strong knowledge and experience with productivity and collaboration platforms (Google workspace, Zoom, Slack, Jira, etc), some knowledge of AI systems and tools (Copilot, Gemini, Glean, etc), and previous experience with business operations systems (Salesforce, Netsuite, Workday etc.) is appreciated but not required.
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:
$259,200 - $324,000 in Santa Clara, CA; New York, NY
$246,240 - $307,800 in Seattle, WA
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. 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 ******************.
Auto-ApplyCorporate Finance Senior Manager
Carta job in San Francisco, CA
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. 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.
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 a Corporate Finance Senior Manager, you'll work to:
Shape Carta's long-range financial story by owning corporate-level financial models and forecasting frameworks that align growth, margin, and capital efficiency targets across all business units
Elevate strategic storytelling for executives and the Board by distilling complex financial data into clear narratives that frame trade-offs, highlight opportunities, and drive alignment on company priorities
Operationalize strategic priorities by linking company-wide initiatives and investments to bottom-line outcomes, ensuring financial plans reflect both ambition and discipline
Partner across Product, GTM, and G&A leadership to evaluate trade-offs in headcount, spend, and investments-turning analysis into actionable recommendations that balance growth and efficiency
Apply benchmarking and scenario analysis to evaluate Carta's performance against peers and emerging industry trends, helping the business identify gaps, opportunities, and best practices
Own quarterly and annual planning processes at the corporate level, aligning bottom-up inputs with top-down targets to ensure predictability and accountability
Enhance financial reporting and insights by improving automation, dashboards, and KPIs that enable executives to track progress against growth, margin, and cash flow goals in real time
Mature Carta's financial infrastructure and processes to meet the needs of a scaling business, building the rigor, transparency, and insights needed to support sustained growth
The Team You'll Work With
You'll be joining our Strategic Finance team supporting Carta's leadership. This is a high-impact role at the center of corporate planning and decision-making, responsible for driving alignment across Product, GTM, and G&A functions. You'll generate insights into Carta's overall financial performance, shape our long-range strategy, and provide the frameworks that guide investment and resource allocation. As a primary finance partner to company leadership, you'll bring clarity and storytelling to complex financial topics-helping Carta mature its financial infrastructure while continuing to scale as a category-defining business.
About You
8+ years of progressive Finance experience, ideally combining time in professional services (investment banking, private equity, or consulting) with in-house Corporate Finance or FP&A in a technology company; SaaS or high-growth experience strongly preferred
Strong foundation in analytical rigor, financial modeling, and strategic problem-solving, developed in environments where precision and speed are equally critical
Ability to translate complex financial data into clear insights and compelling narratives for executives and Boards
Track record of supporting strategic planning, capital allocation, and investment decisions that balance growth and efficiency
Proven success operating in dynamic, high-growth settings, managing multiple priorities with minimal oversight
Record of driving automation and process improvements to enhance insights, scalability, and efficiency
Strong communication skills with the ability to influence senior stakeholders and partner effectively across Product, GTM, and G&A teams
Familiarity with financial and business systems such as Pigment, NetSuite, Coupa, Workday, Salesforce, Google Workspace, and Microsoft Office a plus
Bachelor's degree in Finance, Accounting, Economics, or Business; advanced degree or certification (e.g., MBA, CPA, CFA) a plus
Comfortable going into the San Francisco office on a hybrid schedule (Tue-Thu, 3 days/week)
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.
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:
$179,000 - $224,000 in San Francisco
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. 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 ******************.
Auto-ApplySenior Manager, Salesforce Engineering
Carta job in San Francisco, CA
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. 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.
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 a Senior Manager of our Salesforce Engineering team, you'll work to:
Lead and develop a high-performing team of Salesforce engineers, admins, and technical leads through coaching, feedback, and career development
Act as a trusted partner and escalation point for the team, removing blockers and enabling success
Manage project delivery across Salesforce Clouds, CPQ, CLM, and ecosystem applications, ensuring timelines, quality, and business outcomes are met
Oversee platform strategy and architecture in partnership with technical leads, ensuring scalability, reliability, and security
Proactively identify and drive improvements to processes, integrations, and system functionality for efficiency and scale
Build strong relationships with stakeholders across Sales, Marketing, Legal, Finance, and Operations, aligning technical delivery to business needs
Monitor performance and resourcing using metrics and status reports, ensuring transparency and accountability
Ensure compliance with security, privacy, and regulatory requirements through sound governance and practices
The Team You'll Work With
You'll be joining our highly collaborative Salesforce & Business Applications Team as an experienced Senior Engineering Manager. This role is responsible for leading our Salesforce engineering team and managing the broader application ecosystem that supports Sales, Customer Success, Marketing, Legal, and Finance. In addition to day-to-day team leadership, this role will oversee project delivery, stakeholder alignment, and operational excellence. The successful candidate will work with company leadership to help shape the future of our business systems and ensure they scale with growth.
About You
10+ years of total experience with at least 4+ years of management experience leading technical teams, ideally in a fast-paced environment.
Experience managing remote or distributed teams.
Strong understanding of Salesforce Clouds (Sales, Service, CPQ, Marketing, Communities) and connected applications (CLM, ERP, integration platforms).
Proven track record of delivering multiple complex Salesforce and ecosystem projects.
Familiarity with environment and release management, CI/CD, and system governance practices.
Excellent communication, interpersonal, and stakeholder management skills.
Ability to translate business needs into scalable technical solutions and influence executive priorities.
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.
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:
$208,000- $260,000 in San Francisco and New York
$197,000 - $247,000 in Seattle
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. 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 ******************.
Auto-ApplySenior Infrastructure Security Engineer
Carta job in San Francisco, CA
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. 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.
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 a Senior Infrastructure Security Engineer, some of the problems you'll help us solve include:
How do you build a program that ties application security, container security, and cloud security together instead of treating them as separate specialities?
How do we change the application framework to make security the easiest path?
What tools and information can we provide to ensure developers can effectively peer review code themselves?
How do you encourage developers to continuously think about security using gamification and giving them results where they live (in the pipeline)?
The Team You'll Work With
You will be a Senior Infrastructure Security Engineer within Carta's Security Engineering organization, collaborating closely with application, platform, and other infrastructure security engineers. We partner with our product teams to design security solutions that are both maintainable and resilient, while continually improving our risk posture.
Our culture is rooted in blameless problem solving and teamwork at the intersection of infrastructure, security, and DevOps, enabling the business to grow securely.
We work in an environment that uses infrastructure-as-code, Kubernetes, role-based access, and with engineers who care about the integrity and security of our data.
The Impact You'll Have
With the power to change the product, the pipeline, and our developers on-boarding, not only will you be able to help us continue our security ownership program, you'll also have the chance to build something new using your research. We are the partner to the engineering organization releasing quality software and we need curious minds to help us keep paving the way.
About You
You have 5+ years of experience in applying an engineering-driven approach to solving infrastructure and platform security problems at scale.
You thrive in environments with autonomy, confidently driving security improvements from idea to implementation.
You can analyze vulnerabilities that currently affect Carta's infrastructure/platform, assess business impact and risk, implement effective fixes, and prioritize remediation based on severity and exploitability.
Create automations in higher level scripting languages (Python, Go, Ruby, Javascript, etc)
Bonus points if you have experience in securing containerized environments, with practical skills in Docker and Kubernetes.
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:
$191,250 - $225,000 in San Francisco, CA; Santa Clara, CA
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. 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 ******************.
Auto-ApplySenior Software Engineer, Fund Operations
Carta job in San Francisco, CA
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. 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.
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 a Senior Software Engineer I or Senior Software Engineer II, you'll work to solve problems like:
How can we leverage the power of AI to create exceptional, seamless experiences for our customers?
How can we design reliable systems for tracking capital movement across a fund's lifecycle, from initial call to final distribution?
How do we build flexible reporting pipelines that adapt to evolving fund structures and support compliance with financial regulations?
How can we apply machine learning to automate workflows traditionally powered by spreadsheets and manual reviews?
The Team You'll Work With
Carta's Fund Operations Engineering Organization is designing the infrastructure that redefines how investment firms across Venture Capital and Private Equity run. We're building the systems that sit at the heart of fund administration: financial data pipelines, transaction engines, ML-assisted tooling, and full-service automation.
Our teams are multidisciplinary, working closely with product leaders, accountants, data scientists, and ML researchers to take on some of Carta's most challenging, ambiguous problems. We're drawn to complexity, motivated by clarity, and operate with a high degree of ownership. If you thrive in early innings problems, enjoy building clean abstractions from messy, real-world scenarios, and want to help shape an industry-standard platform from the ground up, this is the place to do it.
About You
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.
You have 6+ years of experience of full-stack or backend engineering experience
You have strong technical skills and are an excellent collaborator
You act as an owner, not just a contributor, by taking responsibility for outcomes, pushing through ambiguity, and championing solutions that improve team efficiency and business impact.
You implement systems that are clear, maintainable, and stand the test of time.
You are excited by opportunities to both break ground on new projects and provide fresh perspective onto past implementations.
You are eager to move fast, but recognize when to build for the future.
You're familiar with some elements of the Carta tech stack (Python, Django, Java, Javascript, React, Postgres, REST/GRPC, Kafka
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:
$170,000 - $237,000 in Seattle, WA
$178,000 - $250,000 in San Francisco, CA; Santa Clara, CA; New York, NY
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, 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. 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 ******************.
Auto-ApplyVenture Capital Account Manager, Growth and Standard
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
Focus on maintaining and improving Carta customer health, including retention, engagement, and adoption of Carta's products
Leverage technology to proactively engage with customers at scale regarding Carta's value
Manage customers through the renewal process, including effectively managing escalations related to contract terms
Negotiate win-win renewal outcomes for the customer and Carta
Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
Participate in customer issues and manage to resolution
Engage customers to act as a reference
Maintain high levels of customer engagement and satisfaction with a focus on customer loyalty
Monitor and influence product usage, customer engagement and satisfaction feedback
Make Carta users love Carta by proactively offering advice on best practices and creative product solutions
Proactively identify areas where customers can further engage with the Carta product
The Team You'll Work With
We're looking for exceptional Account Managers to own and manage relationships with existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with product to drive adoption of additional features, and managing customers successfully through the renewal process.
As an Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.
About You
3+ years of client facing experience
Prior experience working in venture capital, private equity or accounting strongly preferred
Proven ability to build and manage existing customer account relationships
Proven ability to establish and optimize operational processes related to customer account management
Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
Excellent communication, listening, facilitation, and negotiating skills
Proactive, action-oriented
Strong data analysis, organization, and prioritization skills
Ambitious, detail-oriented and self-starter with a proven track record of delivering results
Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
Diplomacy, tact and poise under pressure when working through customer issues
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:
$165,000.00 OTE in San Francisco, CA & New York, NY
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, 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. 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 ******************.
Auto-ApplySenior Account Executive, Limited Partners
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Team You'll Work With
You'll be joining the LP Portfolio Analytics team. This is a portfolio management and analytics tool designed for institutional LPs. The tool solves a critical problem by transforming unstructured fund documents into structured data and valuable insights, which empowers LPs to make better decisions. Our platform leverages the latest AI and machine learning technologies to provide valuable insights to alternative investors. We're on a mission to revolutionize private markets and create a more sustainable and equitable future for all.
The Problems You'll Solve
We are looking for a driven Enterprise Account Executive to expand our client base across the United States. The ideal candidate will be a proven dealmaker with a track record of selling complex data, analytics, or fintech solutions into institutional investors.
Drive new business acquisition in the US market with a focus on alternative investors across all segments; pension funds, insurers, funds of funds endowments, foundations, and secondary market players.
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.
About You
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).
8+ 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 the US (with emphasis on Chicago, San Francisco, and other key financial centers).
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:
$325,000 OTE in San Francisco, CA
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, 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. 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 ******************.
Auto-ApplyProduct Design Lead
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
Carta is in search of a Product Design Lead who is passionate about leading complex, high-impact projects, and influencing product strategy through design vision. This person will work alongside an exceptional design team creating and shipping innovative digital product experiences in our Fund Administration business.
Our ideal candidate is savvy, curious, enjoys working cross-functionally, and can effectively communicate vision to leadership. They can advocate for the nerdiness of design craft in addition to the business case of a given design direction. This person must be a self-starter who can work through ambiguity to lead projects from start to finish. We are looking for someone who can inspire fellow designers and stakeholders, and lead with both user empathy and conviction.
As a Product Design Lead, you will play a crucial role throughout the organization-influencing the future of Carta products. You'll have the opportunity to design for a range of customer and user archetypes including: fund managers, investors, tax experts, and our Carta service and delivery colleagues.
Additionally you will:
Drive the overall strategic design direction for key features of our venture and private equity platform business.
Deeply understand user needs and drive alignment around solutions to core business problems by creating models, concept diagrams, workflow diagrams, and journey maps.
Design flows, sketches, prototypes, and drive implementation for your products, ensuring a high-quality "last mile" execution.
Design experiences for web and mobile applications.
Contribute to building a strong human-centered design culture and act as a strong leader and mentor within the team.
About You:
The ideal candidate is passionate about building intuitive solutions to complex problems that provide direct value to users and enjoys driving strategy, ideation, prioritization, problem-solving, and product delivery. If that sounds like you, we would love to talk to you.
In our search, we're prioritizing:
8+ years of product design experience.
A strong portfolio of case studies that demonstrate a successful track record of human-centered design solutions that address strategic business problems.
Deep expertise in systems thinking and solving complex problems, coupled with a relentless focus on the craft and execution of the final user experience (e.g., pixel-perfect design, simplification of complex interfaces, and exceptional UI/UX detail).
A high bar for UX/UI craft; an eye for visual design, interaction details, typography, and pixel-perfect deliverables.
Demonstrated experience and proficiency with AI-powered design tools and an understanding of how to integrate emerging technologies into the design process for efficiency and innovation.
Proven ability to influence and lead cross-functional teams to adopt bold design solutions and maintain a high standard of quality through launch.
Exceptional communication and storytelling skills that allow you to convey the value of your design solutions.
Ability to work in a dynamic environment - balancing rigor and scrappiness.
High comfort level with ambiguity; openness to critique from other disciplines and curiosity to learn from a spectrum of perspectives.
Strong leadership skills, with a track record of mentoring and elevating the work of others.
Curiosity and drive to master nerdy complex domains and teach others what you've learned
Nice-to-have: experience designing for finance, venture capital, or private equity.
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:
$191,750 - $225,000 in San Francisco, CA; Santa Clara, CA; New York, NY
$181,000 - $213,00 in Seattle, WA
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. 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 ******************.
Auto-ApplyPeople Systems, Senior Manager
Carta job in San Francisco, CA
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. 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.
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 a Senior Manager, People Systems, you'll work to:
Lead the strategy, design, and optimization of Workday modules (Benefits, Advanced Compensation, Talent, PATT, and HCM) to support Carta's global growth and evolving business needs
Own and drive end-to-end delivery of critical annual processes, including Open Enrollment, ACA reporting/filing, and merit/bonus/equity cycles, ensuring flawless execution and continuous improvement
Architect scalable, compliant, and efficient systems by building and maintaining eligibility rules, calculated fields, business processes, validations, and security frameworks
Oversee integrations (Cloud Connect for Benefits/EDI, EIB/Core Connectors/Studio) and deliver actionable reporting and dashboards for business stakeholders
Partner with cross-functional teams to manage product design, SLAs, and workflows, ensuring alignment and a seamless employee experience
Ensure compliance, audit readiness, and data integrity across all people systems
Manage relationship with third party consultants and Workday
Mentor and develop a high-performing team, fostering a culture of innovation, collaboration, and operational excellence
The Team You'll Work With
You'll be leading the People Systems team within People Platform, a group dedicated to building the future of work at Carta using systems, analytics, AI, and operations. The team designs and scales workflows, processes, and systems that support a global workforce, always with an eye on efficiency, data quality, and driving employee performance and experience. As a Senior Manager, you'll partner closely with the People, Finance, and IT teams to ensure Workday, Lattice and related people systems are not just running, but running brilliantly. You'll lead and mentor a team of systems experts, drive cross-functional projects, and play a key role in shaping Carta's employee experience at scale.
About You
10+ years of progressive experience in HRIS/People Systems, with deep hands-on expertise in Workday configuration (Benefits, Advanced Compensation, Talent)
4+ years of experience managing and developing teams of people systems professionals
Demonstrated success leading large-scale, cross-functional systems projects and annual processes in a high-growth, global environment
Strategic thinker with a track record of architecting scalable solutions and driving process improvements
Strong partnership and communication skills; able to influence and collaborate with stakeholders at all levels
Detail-oriented, data-driven, and committed to operational excellence and compliance
Other Nice to Haves:
Workday Certifications - HCM, Compensation, Time Tracking, Absence, Payroll, Performance Management
Experience with integrations (Lattice, Greenhouse etc.)
Experience at a global fintech company
Experience working for US public company and management of SOX/internal audit requirements
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.
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:
$196,000 - $245,000 salary point in San Francisco and New York
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. 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 ******************.
Auto-ApplySenior Software Engineer, Product Security
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
As a Senior Software Engineer, Product Security with the power to change the product, the pipeline, and our developers on-boarding, you'll be able to help us design and evolve our product security program. We are the partners of product and infrastructure engineering and need curious minds to help us keep paving the way.
Some of the problems you'll help us solve are:
Leadership & Strategy:
Define and drive the product security best practices across product teams.
Mentor and guide junior security engineers and cross-functional teams on secure development practices.
Threat Modeling:
Perform threat modeling exercises for new and existing products to identify potential security vulnerabilities.
Develop and implement effective mitigation strategies in collaboration with product and engineering teams.
Secure Development & Architecture:
Integrate security best practices into the Software Development Lifecycle (SDLC) and infrastructure design.
Work closely with development and operations teams to design security into products from inception through deployment.
Vulnerability Management:
Perform comprehensive security testing, including code reviews, penetration testing, fuzz testing, and the development of automated security tools.
Bug Bounty Program Management:
Manage and enhance our bug bounty programs and third-party security testing initiatives, engaging with platforms such as Bugcrowd.
Evaluate vulnerability reports from external researchers, prioritize remediation efforts, and clearly communicate findings to relevant stakeholders.
Compliance & Continuous Improvement:
Support compliance efforts to align with industry standards and regulations (e.g., SOC2, GLBA, etc) while driving continuous improvement in security processes and policies.
Assess and improve the security posture of supporting infrastructure and third-party integrations.
Stay current with emerging security trends and technologies, integrating them into our security framework as appropriate.
Collaboration with Secops:
Participate in security incident response efforts, conduct root cause analyses, and coordinate remediation across teams in partnership with Security operations.
About You
Bachelor's or Master's degree in Computer Science, Cybersecurity, or a related field.
5+ years of experience in product or application security with demonstrable expertise in secure software development and infrastructure security. (Strong preference for candidates who have been a Software Engineer and/or have experience building software applications.)
Deep understanding of threat modeling, risk management, and vulnerability assessment methodologies.
Experience with secure API development, microservices security, and addressing emerging infrastructure security challenges.
Proficiency in multiple programming languages (e.g., Python, Django, Java, JavaScript) and familiarity with secure coding practices and frameworks such as OWASP SAMM.
Hands-on experience with security tools and experience integrating automated security testing into CI/CD pipelines.
Excellent leadership, communication, and collaboration skills, with the ability to work effectively across diverse teams.
Nice to haves:
Familiarity with cloud security best practices and container security technologies.
Proven experience managing bug bounty programs and working with platforms such as Bugcrowd.
Demonstrated track record in leading security initiatives within fast-paced, innovative environments
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:
$191,250 - $225,000 in San Francisco, CA; Santa Clara, CA
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. 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 ******************.
Auto-ApplySenior Account Executive, Venture Capital, Established
Carta job in San Francisco, CA
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. 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.
For more information about our offices and culture, check out our Carta careers page.
The Team You'll Work With
We're looking for talented Enterprise Account Executives to join our Venture Capital Fund Administration, Established team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a Fund Admin Account Executive, you'll introduce top tier clients to our wide range of product offerings, including portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.
You will also work closely with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals.
The Problems You'll Solve
Communicate the business impact of our product offerings to key decision makers
Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
Own sales cycles that are 12-18 months
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 sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term
About You
Bachelor's degree in Business, Finance, Accounting, Economics, or related field
10+ years of account executive experience; enterprise sales a plus
In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate)
Relevant sales experience, preferably in a SaaS or financial services organization
Experience managing a pipeline and closing large contracts
Proven ability to execute, especially negotiation and closing
Intellectually curious, fast learner
Articulate, poised, and concise
Flexible and resilient
Competitive and driven to achieve goals
Nice-to-Haves
Experience in venture capital, private equity, institutional investing, or wealth management preferred
Salary
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. 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:
$325,000 OTE in San Francisco and New York City
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. 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 ******************.
Auto-Apply