Implementation Project Manager

Singapore, Singapore

Job Description


Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta\'s tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta\'s platform manages nearly three trillion dollars in equity globally.For more information about our offices and culture, check out our .The Problems You\'ll SolveIn this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process. You will also need to feel comfortable working with data, business systems, and developing training content for our customers. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team.Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will:

  • Support new clients and their law firms in \xe2\x80\x9con-boarding\xe2\x80\x9d them onto Carta - i.e., implementation of client\'s capitalization table and securities on Carta
  • Manage complex datasets with high integrity
  • Migrate Clients Data to Carta\'s Onboarding Spreadsheet in Excel.
  • Coordinate and manage inputs needed from both the clients and their law firms
  • Maintain the quality of clients\' data throughout the on-boarding process
  • Train clients on how to use Carta Software.
  • Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
  • Perform a Quality Control Check on the Clients Accounts.
  • You will proactively manage your clients to dates, sending them live on time or early and improve your time to value month over month
  • Give your clients resources to appropriate teams post Go Live.
  • Work closely with product, engineering and our internal implementations leaders to improve the on-boarding experience for our customers
The Impact You\'ll Have
  • You are proficient in Excel and have experience with CRMs (Preferably: Salesforce)
  • You are eager to learn or have experience working with: Mixmax, Talkdesk, and Guru
  • You have strong project management skills-must be able to manage multiple projects (40+) at a time, while providing timely follow up to clients
  • You are familiar or will become familiar with Private Equity and Capitalization
  • You are flexible, adaptive, and resilient
  • You have great people skills and a high degree of empathy
  • You have great communication skills
  • You are highly organized and can manage a group of C-Suite Clients
  • You have the ability to work cross-functionally with teams
  • You have the ability to deal with uncertainties and ambiguous situations
  • You have the ability to maintain confidentiality as required by customers
  • You are ambitious, proactive, a self-starter, helpful and resourceful
  • You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues
  • *Knowledge of finance and accounting is a plus
  • *Experience working at a high-growth software company is a plus
Please note - this role is located in Singapore. Applicants must be authorized to work in Singapore as we are not able to provide work authorization for this role.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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our to get to know us better as you think about your next step at Carta.Important Security Notice for CandidatesOur company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to .Awards and AcknowledgementsCompanies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the , list, and . We\'ve also been recognized as a , a and certified as a .Interested in data privacy? Check out our policies on andApply for this Job
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Job Detail

  • Job Id
    JD1423803
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned