San Francisco, CA
Cap table and equity management platform for private markets
Carta builds software for cap table management, equity administration, 409A valuations, fund administration, and portfolio analytics. It serves startups, venture capital firms, private equity, and investors to manage ownership, compliance, and private capital workflows. The platform provides real-time visibility, connectivity, and control across the private markets ecosystem.
Counsel will independently negotiate high-volume pre-M&A and commercial contracts for investment fund and asset manager clients, while mentoring junior team members and improving AI-enabled legal workflows. The role requires 6–8+ years of transactional experience, financial-services familiarity, and a US or Canadian law license.
Leads product marketing for Carta Law, owning positioning, launch strategy, campaign alignment, sales enablement, and customer insight programs. The role requires 8+ years of product marketing or GTM experience, with SaaS fintech or governance, risk, and compliance experience preferred.
Own the full sales cycle for Carta’s private equity platform, driving outbound prospecting, consultative selling, and net-new revenue. The role requires 4–7+ years of quota-carrying sales experience and familiarity with financial services or private equity.
Tax Associate responsible for assisting with preparation, e-filing, and processing of federal and state tax returns for venture capital funds and investment structures. Requires experience with tax filings, high attention to detail, and process automation skills.
Sales Development Representative responsible for outbound prospecting, booking qualified meetings, and building pipeline for Carta Law's sales team targeting legal leaders, fund managers, and asset managers. Requires 1+ years B2B sales experience, strong communication, CRM fluency, and Eastern Time availability.
Demand Generation Marketing Manager for Carta Law, building campaigns and positioning to establish it as the category leader in AI-native legal services for private capital firms. Drive awareness, pipeline, and revenue targeting General Counsels and compliance leaders at PE/VC firms through multi-channel strategies, content, events, and cross-functional collaboration. Requires 6+ years in demand gen or related marketing roles.
Account Executive selling Carta Law's AI-native legal services and fund administration software to asset managers, GCs, CCOs, and CFOs. Requires 5+ years AE experience in legal/financial services or 3+ years corporate law experience, plus fluency in selling complex multi-stakeholder deals.
Lead Product Manager driving strategy, prioritization, and delivery of market-leading products for Carta's private markets ERP platform. Requires 7+ years PM experience, systems thinking, and the ability to move between high-level strategy and detailed execution.
Client Partner owning account strategy for Carta's largest private capital clients. Partners with sales through go-live, manages complex onboarding and conversions from legacy administrators, optimizes accounting/operational processes, and drives adoption as the trusted advisor.
Own post-sales customer success for Carta's Private Equity firm clients. Build strategic relationships, drive product adoption and expansion toward full ERP usage, manage renewals and negotiations, and leverage AI/data insights to maximize value and reduce churn. Requires 5+ years enterprise client-facing experience, preferably in PE/VC.
Own post-sales relationships for Private Equity firm customers at Carta. Drive adoption of the ERP platform, manage renewals and expansions, deliver strategic insights, and influence product roadmap through cross-functional collaboration. Requires 5+ years enterprise client-facing experience, preferably in PE/VC.
Junior paralegal role preparing LP transfer documents, liaising with parties, and supporting high-volume legal work for private capital funds. Requires strong organization, communication, and eagerness to learn legal practice in funds/compliance/contracts.
Perform KYC due diligence and AML risk analysis on private equity transactions, reviewing complex ownership structures (funds, SPVs, trusts) and gathering documentation to ensure regulatory compliance. Requires 1-2 years legal/compliance experience, meticulous analytical skills, and strong communication.
Process and resolve inbound KYC requests for fund clients as the primary compliance contact. Requires 1-2+ years regulatory experience, attention to detail in high-volume settings, and familiarity with AML/KYC frameworks for complex entities.
Senior Associate Contract Solutions Lawyer negotiating high volumes of pre-M&A contracts (NDAs, NRLs, etc.) for investment fund and asset manager clients. Requires 4+ years transactional experience, US/Canada bar license, and familiarity with financial services.
Senior Paralegal responsible for high-volume intake, markup, drafting, and execution of investment-related NDAs and transactional contracts. Requires 3+ years transactional legal experience, strong commercial judgment, and ability to deliver precise work in a fast-paced environment.
Junior Paralegal supporting lawyers on NDAs, commercial contracts, document lifecycle management, and high-volume legal work for private capital. Requires strong organization, communication, and eagerness to learn legal practice in a fast-paced environment.
Sell Carta's equity management platform to early-stage SMB companies (Series A and earlier). Prospect, qualify, and close 20-25 deals per month while leveraging AI tools and maintaining pipeline hygiene in Salesforce.
Treasury Associate supporting global fund administration by owning payment workflows, bank account setup, and process improvements. Requires 2-5 years in treasury or banking operations and proficiency with Excel and data tools.
Lead the Fund Tax team, managing tax professionals and partnering with product/engineering to automate K-1 delivery and connect fund administration with tax products for private market clients.
Senior Fund Accountant partnering with top VC firms to manage capital calls, financial reporting, audits, and LP communications while implementing Carta's fund administration software.
As an Associate Fund Controller, you will provide strategic support to clients by managing capital calls, distributions, audit/tax support, and financial reporting. You will also collaborate with product and engineering teams to improve software and consult with clients on implementing fund administration software.
Join Carta's Fund Tax team as a US Federal tax reviewer, leveraging proprietary tax engine to file tax returns for Venture Capital clients. This role involves productizing tax workflows, building a tax engine, and automating investment structures.
As a Manager, Tax Delivery, you will join Carta’s Fund Tax team as a US Federal tax reviewer, leveraging Carta’s proprietary tax engine to file tax returns for Venture Capital clients. You will focus on partnership tax returns and collaborate with accounting, fund administration, and compliance teams.
Builds AI-native developer tooling including MCP servers, agents, and CI/CD pipelines to enhance Carta's software delivery lifecycle. Requires 8+ years experience shipping production LLM systems and platform engineering with Python/Java, cloud-native tech.
Leads sales team selling Fund Administration SaaS solutions to Private Equity, Private Credit, and Real Estate funds. Drives ARR growth through team management, GTM alignment, coaching, and hands-on deal closure. Requires 10+ years sales leadership experience in private markets.
Handles fund accounting for venture capital firms, including capital calls, financial reporting, audit/tax support, and LP communications. Partners cross-functionally with product/engineering teams to implement software and drive transparency using metrics like real-time IRR and TVPI.
Sells Carta's Fund Administration platform to Private Equity, Private Credit, and Real Estate funds, owning full sales cycles from prospecting to closing large deals. Requires 5-10+ years of fund admin sales experience and deep knowledge of fund structures.
Prepares and reviews US Federal partnership tax returns for venture capital funds using proprietary tax software, collaborates on cross-functional projects, and automates tax workflows in a fast-paced fintech environment. Requires CPA eligibility and investment vehicle tax expertise.
Prepares and reviews US Federal partnership tax returns for venture capital funds using proprietary tax engine. Collaborates cross-functionally on tax issues and automates workflows in fast-paced environment; requires CPA eligibility and tax experience.