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Senior Implementations Specialist, Enterprise image - Rise Careers
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Senior Implementations Specialist, Enterprise

Carta builds software for venture capital, private equity and private credit, powering fund administration and cap table management for thousands of organizations. The Enterprise Implementations Specialist will consult enterprise clients and their law firms through onboarding, ensuring accurate capitalization data, driving efficient implementations, and collaborating with product and engineering to improve the onboarding experience.

Skills

  • Advanced Microsoft Excel skills (index matching, VLOOKUPs, large data manipulation)
  • Deep understanding of equity, capitalization tables, and securities
  • Knowledge of finance and accounting concepts
  • Strong client-facing communication and stakeholder management
  • Project coordination across multiple functional teams
  • Ability to manage ambiguity and maintain confidentiality

Responsibilities

  • Manage end-to-end onboarding of enterprise clients and their law firms onto Carta’s platform, including capitalization table and securities setup
  • Coordinate inputs from clients, legal partners, and internal teams to drive implementations to completion
  • Validate and maintain high-quality client data throughout the onboarding process
  • Handle large, complex datasets with meticulous attention to detail
  • Identify and implement process improvements to increase onboarding efficiency and customer satisfaction
  • Partner with product and engineering teams to surface onboarding pain points and drive product enhancements
  • Communicate status, risks, and next steps to stakeholders in a timely and professional manner

Education

  • Bachelor’s degree or equivalent experience in related field (preferred)
  • Background in finance, accounting, business, or related discipline preferred

Benefits

  • Competitive compensation and equity opportunities
  • Comprehensive health, dental, and vision coverage
  • 401(k) or retirement savings plan
  • Paid time off and parental leave
  • Professional development and learning allowances
  • Flexible work policies and supportive company culture
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$117500 / YEARLY (est.)
min
max
$95000K
$140000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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4 jobs
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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$95,000/yr - $140,000/yr
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
September 16, 2025
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