Solutions Engineer
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will work with investment firms to understand their needs, scope suitable fund administration and portfolio-management solutions, and communicate business impact to decision makers. You will lead technical product demonstrations, advise new and established fund managers on operations and LP communications, and contribute product insights from prospect conversations. You will also coach Go-To-Market colleagues and support partner events.
Requirements
- Qualified accountant with 7+ years of accounting, corporate finance, or other relevant experience
- In-depth understanding of Private Equity, Venture Capital, or Private Credit fund structures
- Strong understanding of Venture Capital or Private Equity, ideally including back-office fund operations and fund administration
- Proven stakeholder management or client relationship management experience
- Excellent communication skills
- Interest in software products that solve technical financial problems
- Interest in working with prospective customers to solve operational problems
Responsibilities
- Build trust with prospects and scope fund administration solutions alongside the Go-To-Market team
- Lead the technical aspects of sales cycles and partnership conversations
- Interface with prospects and strategic channel partners to scope requirements
- Lead technical demonstrations of Carta products
- Provide product and technical financial expertise toward quarterly revenue goals
- Contribute prospect insights to the product roadmap
- Coach Go-To-Market team members on technical topics
- Support business development at partner offsite seminars and events
- Advise new venture capital funds on fund-formation best practices
- Provide consultative advice to fund managers on fund operations and LP communications