Carta

The Team You'll Work With

You'll be joining our Inbound Compliance team.

This team sits at the front line of Carta's compliance function, managing the intake and resolution of KYC requests on behalf of some of the world's leading asset managers and private equity firms. You'll work in a high-volume, client-facing environment where accuracy, speed, and regulatory fluency aren't optional. They're the baseline. In this role, you'll exercise independent judgment on routine matters and mentor junior analysts as they develop their expertise

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 KYC Analyst in Inbound Compliance, you'll work to:

• Own complex KYC engagements end to end. Take ownership of sophisticated inbound requests, manage the full lifecycle from intake through delivery, and act as the trusted point of contact for counterparties and investors navigating multi-jurisdictional compliance
• Guide the team's standards. Lead by example in accuracy and regulatory rigor, contribute to evolving the team's processes and documentation standards, and help junior analysts develop their judgment on complex entity structures and regulatory requirements
• Uphold the regulatory bar across multiple jurisdictions. Review and validate KYC documentation for completeness, accuracy, and compliance with AML, KYC, and applicable international frameworks across EU, UK, and US regulatory regimes, and make the call when something doesn't pass muster
• Keep records airtight and decisions sound. Maintain accurate, up to date records of all KYC requests and documentation in Carta's systems, resolve issues independently where appropriate, and know when to escalate matters to senior leadership
• Stay ahead of a moving target. Monitor evolving KYC/AML regulations globally and apply updated requirements to daily work, ensuring Carta's compliance posture keeps pace with regulatory change and sharing insights with the broader team

About You

• Detail-oriented and strategically minded. You catch what others miss and you do it consistently, even when managing a high volume of concurrent requests against tight deadlines. You also think beyond the immediate task to consider process improvements and team capacity
• Confident and client-ready. You hold your own in KYC conversations with senior stakeholders and counterparties, assertive and professional, knowing when to escalate versus when to resolve, and able to build trust with clients under pressure.
• 4+ of hands-on AML/KYC experience. You have a deep working understanding of global KYC and AML frameworks and can apply them practically to complex scenarios. You've reviewed entity structures, managed KYC refreshes, and fulfilled due diligence requests across different regulatory regimes. AML/KYC certifications (ICA, ACAMS) are strongly encouraged
• A mentor and builder. You're comfortable supporting junior analysts, explaining your reasoning, and helping others develop their judgment. You also take initiative to improve processes and contribute to team know-how
• Proactive and autonomous. You don't wait to be told what to do. You assess complex situations, apply the right framework, and move forward with minimal supervision. You escalate strategically, not reflexively
• Experienced in complex legal entities. You have solid exposure to corporate banking, legal services, or fund compliance environments and are particularly comfortable with offshore jurisdictions like Cayman and Luxembourg
• A communicator people trust. You write clearly, speak with confidence, and bring the same professionalism to client-facing correspondence as you do to internal work and team collaboration
• Ability to multitask. You handle multiple competing priorities simultaneously without dropping the ball and you stay composed under tight deadlines in a fast-paced environment
• Building a compliance career. You have a genuine commitment to professional development in AML/CFT compliance and legal services, with an appetite to take on increasing responsibility over time

Preferred but not required

• Hands-on experience with AI in practice. You've worked with AI tools or technology-driven workflows in a compliance or legal context and know how to leverage them to improve efficiency and accuracy.
• Prior experience in financial or legal services. A background at a law firm, legal services provider, fund administrator, or the compliance or legal department of a financial institution or asset manager.
• Familiarity with KYC documentation and AML instruments. Experience reviewing or preparing KYC documentation packs, AML comfort letters, or UBO declarations.
• Knowledge of private markets structures. Familiarity with fund formations, GP/LP relationships, and offshore holding structures
• Regulatory framework expertise. Prior exposure to US (FinCEN) AML/CFT regulatory 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.

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 compensation range for this role is:

•  $76,000 - $95,000 in New Jersey  
•  $85,000 - $106,000 in Seattle 
• $71,000- $89,000 in Sandy
• $89,000-$112,000 in San Francisco and New York

*Annualized salary based on estimated 40 hour hours per week before overtime

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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.

The Team You'll Work With

You'll be joining our Inbound Compliance team.

This team sits at the front line of Carta's compliance function — managing the intake and resolution of KYC requests on behalf of some of the world's leading asset managers and private equity firms. You'll work in a high-volume, client-facing environment where accuracy, speed, and regulatory fluency aren't optional — they're the baseline.

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 KYC Analyst – Inbound Compliance, you'll work to:

• Own the KYC request lifecycle. Manage the intake, processing, and timely resolution of inbound KYC requests from clients and their counterparties, ensuring nothing falls through the cracks and every response meets the standard.
• Be the client's compliance guide. Serve as the primary point of contact for KYC inquiries, giving clients clear, confident answers on global KYC requirements so they can move their transactions forward.
• Uphold the regulatory bar. Review and validate KYC documentation for completeness, accuracy, and compliance with AML, KYC, and applicable international frameworks, and make the call when something doesn't pass muster.
• Keep records airtight. Maintain accurate, up-to-date records of all KYC requests and documentation in Carta's systems, so the team always has a clean audit trail.
• Stay ahead of a moving target. Monitor evolving KYC/AML regulations globally and apply updated requirements to daily work, ensuring Carta's compliance posture keeps pace with regulatory change.

About You

• Detail-oriented under pressure. You catch what others miss and you do it consistently, even when managing a high volume of concurrent requests against tight deadlines
• Confident and client-ready. You enjoy client  KYC conversations with senior stakeholders and counterparties, assertive, professional, and knowing when to escalate versus when to resolve.
• 1 to 2+ years of compliance experience. You have a working understanding of global KYC and AML frameworks and can apply them practically, not just cite them. AML/KYC certifications (ICA, ACAMS) are a plus but not required
• A proactive decision-maker. You don't wait to be told what to do. You assess the situation, apply the right framework, and move forward with minimal supervision
• Experienced in complex legal entities. Prior exposure to corporate banking, a legal service provider, or a fund compliance environment is a strong plus, particularly familiarity with offshore jurisdictions like Cayman or Luxembourg
• A communicator people trust. You write clearly, speak with confidence, and bring the same professionalism to client-facing correspondence as you do to internal work
• Able to manage a full plate. You handle multiple priorities simultaneously without dropping the ball, and you stay composed under tight deadlines in a fast-paced environment
• Building toward a compliance career. You have a genuine interest in AML/CFT compliance and legal services and you're looking for a place to grow, not just a job to fill
• Some legal or compliance exposure is a plus. Prior experience in a legal, compliance, or risk management environment is welcome but not required

Preferred but not required

• Experience with AI in practice. You've worked with AI tools or technology-driven workflows before and know how to apply them in real-world settings
• Prior experience in financial or legal services. A background at a law firm, legal services provider, fund administrator, or the compliance or legal department of a financial institution or asset manager will set you up well.
• Familiarity with KYC documentation. Experience reviewing or preparing KYC documentation packs, AML comfort letters, or UBO declarations is a meaningful advantage.
• Knowledge of private markets structures. Familiarity with fund formations, GP/LP relationships, and offshore holding structures including Luxembourg is a strong plus.
• Regulatory framework exposure. Any prior exposure to EU (including CSSF and AMLD requirements), UK (FCA), or US (FinCEN) AML/CFT frameworks will translate directly to this role.
• Qualifications. A degree in law, compliance, finance, or a related subject area, or a diploma in paralegal studies. Professional certifications such as ICA Certificate in AML or ACAMS are a plus but not required.

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 compensation range for this role is:

•  $63,100 - $78,900 in San Francisco and New York (hourly rate of $30.34 - $37.93)
•  $59,945 - $74,955 in Seattle  (hourly rate of $28.82 - $36.04)

*Annualized salary based on estimated 40 hour hours per week before overtime

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.

The Team You'll Work With

You'll be joining our Carta Law team, specifically within the Emerging Company Venture Capital (ECVC) function.

Our ECVC team manages the end-to-end process for early-stage financing deals, representing both emerging companies and the venture capital funds that invest in them. Working alongside paralegals and other attorneys, you'll own day-to-day client relationships and serve as the primary point of contact for fundraising transactions. This role partners closely with top-tier law firms, accelerators, and venture firms to deliver consistent, high-quality legal support to founders and investors at the earliest stages of company building.

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 Lawyer - Venture Financings, you'll work to:

• Serve as the primary point of contact for founders, venture capital funds, and their respective outside counsel, coordinating term sheet negotiation, diligence, signing, and post-closing deliverables
• Review and negotiate financing documents — SAFEs, convertible notes, and NVCA-form Stock Purchase Agreements, Investors' Rights Agreements, Voting Agreements, and ROFR/Co-Sale Agreements for priced rounds — advising on cap table, governance, and corporate matters that arise from each transaction
• Supervise and mentor paralegals through complex early-stage financing transactions — SAFEs, convertible notes, and a company's first priced equity round — ensuring documentation is accurate, timely, and aligned with client playbooks and market-standard terms
• Develop and evolve deal playbooks and negotiation parameters, alongside the MD, across company- and fund-side client engagements
• Build and deepen trusted relationships with founders, venture funds, accelerators, and outside counsel, positioning Carta Law as the go-to partner for early-stage financing work
• Support business development by contributing to new client pitches alongside the Growth team
• Partner with the technology team to continuously improve AI-driven legal delivery tools and workflows

About You

We are looking for someone who is:

• Experienced in ECVC law. You have a strong background in early-stage financings — SAFEs, convertible notes, and priced equity rounds — and can independently manage complex, fast-moving deal processes.
• Client-focused and commercially minded. You build strong relationships with founders, venture capital funds, and their counsel, and know how to communicate clearly under pressure.
• A natural leader and mentor. You have experience supervising paralegals, and can manage team output across multiple simultaneous deals.
• Detail-driven and execution-focused. You thrive on getting deals done – you prioritize effectively, handle competing deadlines, and do not lose momentum.
• Tech-savvy. You are comfortable working with AI-backed legal tools and are curious about the role of technology in modern legal delivery. We're especially open to candidates who are extremely tech-savvy and have a genuine interest in how AI can productize the legal ecosystem.
• Licensed to practice. You are qualified to practice in California or a comparable jurisdiction. 7+ years of relevant experience recommended.

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 - $317,000 in San Francisco

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

The Team You'll Work With

You will be joining our Funds team in the America's under Carta Law. Carta Law is the largest AI-native law firm for private capital, born from the combination of Avantia Law and Carta. Our lawyers and paralegals work alongside embedded AI agents to deliver investor onboarding, transaction KYC, and high-volume legal work with a speed and consistency that traditional law firms simply can't match. As a Junior Paralegal, you will rotate across or specialize within one of three practice areas depending on your strengths and interests.

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 Funds Paralegal, you'll work to:

• Prepare initial drafts of LP transfer documents (transfer agreements, consents, subscription agreements)
• Liaise with transfer parties on process and timings, and assist with execution workflows
• Work closely with lawyers and senior paralegals, contributing to high-quality client delivery across fast-moving, high-volume matters
• Build commercial and legal expertise over time, with opportunities to take ownership of client accounts and progress towards qualification via the SQE route

About You

We are looking for someone who is:

• Eager to learn and grow. You are motivated, curious, and excited to develop expertise in legal practice – whether that is compliance, contracts, or funds.
• Organised and efficient. You prioritize well, manage competing deadlines, and keep matters moving without losing attention to detail.
• A strong communicator. You write and speak clearly and professionally, understanding that our clients expect crisp, concise advice.
• A self-starter. You take initiative, work independently when needed, and proactively flag issues before they become problems.
• A team player. You collaborate effectively with lawyers, senior paralegals, and client-facing teams across a fast-paced environment.
• An undergraduate Law degree or equivalent is preferred. Prior exposure to LP Transfer processes is a plus but not required.

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

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.

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 the Legal Partnerships Manager you will manage our relationships with law firms, investment banks, compliance consultants and other business partnerships globally.

You'll own the full partnership lifecycle, identifying high-value opportunities, negotiating agreements, and managing ongoing relationships that generate measurable business outcomes. This role sits at the intersection of business development, relationship management, and strategic planning.

You'll be responsible for identifying, structuring and growing partnerships that drive distribution of Carta Law's services - turning law firms, investment banks and compliance consultancy firms from potential competitors into active referral partners and collaborators. 

If you have a background in law or legal services, understand how private markets firms and their advisors operate and are energised by the commercial side of the industry, this role is for you. 

The Team You'll Work With

Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta.

You'll be joining the Carta Law Sales team in London or Americas offices. Our team manages the full client lifecycle - from welcoming new clients through onboarding, to building deep, lasting relationships with established fund managers and their legal teams.

We sit at the intersection of legal delivery, commercial strategy, and operations. Day-to-day we partner closely with our legal delivery team, sales, marketing, and operations to ensure clients get maximum value from Carta Law and that we're well-positioned to grow with them over time. We're building the gold standard for client success in the AI-powered legal services space, and you'll have a meaningful hand in shaping what that looks like.

About You

• 4+ years in partnerships or account management
• Experience in or building partnership channels via law firms, asset management firms or professional services firms preferred. (Ideally from scratch)
• Strong understanding of the private markets ecosystem — PE, VC, credit, real assets — and how legal and compliance workstreams operate within it
• Experience managing senior relationships and navigating complex, multi-stakeholder organisations.
• Commercially sharp, with the ability to structure and close partnership deals
• Excellent communicator — confident presenting to partners, General Counsels and C-suite stakeholders.
• Proactive and self-directed; comfortable building something from the ground up
• Familiarity with CRM tools (HubSpot preferred)

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

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.

 

 

 

The Problems You’ll Solve 

We're looking for someone who doesn't wait for a problem to be assigned to them — they spot it first, get curious about why it's happening, and are genuinely energized by figuring it out. If you’re proactive, analytical, and have a solid technical foundation, this is the right position for you. 

The Private Equity Support Analyst is responsible for providing best-in-class customer service for a portfolio of private equity backed companies and top PE firms. They will be responsible for the daily support of helping our clients navigate the Carta platform and assist them with all their equity compensation needs, using AI tools as a core part of how they investigate, resolve, and communicate solutions.

This role will be responsible for adhering to Service Level Agreements, conducting case reviews and training sessions with customers, and proactively communicating cap table errors and cleanup needs. The Private Equity Analyst approaches issues like a support engineer — diagnosing root causes rather than surface symptoms, and building lightweight scripts or tools to resolve recurring problems at scale instead of fixing them one at a time. You maintain a distinguished level of technical knowledge and utilize this knowledge, alongside AI-powered workflows, to manage projects and carry them through to completion, assist in strategic decisions, and serve as a subject matter expert for others within the Support Team.

The Impact You’ll Have

Become a Subject Matter Expert and the go-to front-line problem-solver for our Private Equity customers.

• Provide timely, accurate, empathetic support across phone, email, and zoom — clearly communicating with a wide range of user personas, particularly within the private equity industry
• Respond to support cases spanning a wide range of complexity surfaced from the cap table product
• Incorporate AI tools into daily workflows as a core way of working, not an add-on
• Context-switch comfortably between high-touch executive guidance and hands-on assistance (e.g., login issues) with a consistent white-glove service mentality
• Manage high-urgency cases with ownership; prioritize critically and adapt comfortably to an evolving company and product environment
• Operate in ambiguity, making informed decisions in never-before-seen situations
• Bring a proactive, creative mindset to problem-solving — you don't just apply the existing playbook, you look for a better way when one doesn't exist
• Read logs, error traces, and system output to troubleshoot technical issues beyond the standard playbook
• Read between the lines of a user's question to identify their actual need and drive a speedy, satisfactory resolution
• Reconcile cap tables and take on other equity projects such as repricing, stock splits, and share conversions
• Drive improvements to support processes and product, partnering cross-functionally to close gaps and increase customer adoption and satisfaction

About You

• Strong user empathy and expertise in the full lifecycle of a support case
• Strong Background in B2B relationship management 
•  5+ years of experience in software development, technical support, or quality assurance
• Genuinely excited by solving problems — you find unresolved issues energizing, not draining, and you look for creative ways to get to a solution
• Genuine enjoyment of helping others learn new features and complex concepts
• Proven experience in building and maintaining relationships with customers and internal team members
• Strong understanding of finance, private equity, venture capital, or related field 
• Experience in troubleshooting and problem solving
• Proactive and self-directed by nature — you look outside the box for solutions rather than waiting to be told what to do, while staying collaborative and effective in a team setting
• Deep sense of ownership and excitement to help build a team from its foundations
• Demonstrated ability to thrive in fast-paced, ambiguous environments

 Competencies: (Required within 6 months)

• Subject Matter Expertise in Carta products - Primarily Cap Table 
• Ability to create and follow Standard Operating Procedures
• Understanding of strategic direction and goals for the overall Support organization
• Excellent understanding of the Carta platform, user personas, and relationships among our customers
• Strong sense of problem ownership and Proactiveness
• Comfort with command-line interfaces and basic scripting
• Understanding of LLM capabilities and how to apply them to daily work
• Understanding of basic excel formulas

Nice-to-Haves

• ECA/CEP certification
• Claude 101 Certification 
• Experience assisting companies with their Cap table and Equity Plan administration 
• Strong understanding of Ai Tools
• Experience troubleshooting SSO and authentication flows

 

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 Paralegal – Contracts, you'll work to:

• Keep contracts moving. Own the prompt intake and first-round markup of investment-related NDAs and related documents, ensuring nothing sits in a queue longer than it should and tight client turnaround times are consistently met
• Make the process more effective. Support Carta's UK lawyers with first-round drafting and ad hoc legal work — handling the volume so attorneys can focus on the complexity
• Build workflows clients can rely on. Set up and coordinate client workflows, manage document portals, and drive contracts through to execution, giving clients a seamless, professional experience at every step.
• Hold the quality bar. Deliver crisp, commercially sound contract support that reflects Carta's reputation for precision — balancing speed with the attention to detail that private capital clients expect

The Team You'll Work With

You'll be joining our UK Contracts team.

Reporting to a Supervising Attorney in EMEA, you'll work alongside Carta's UK lawyers and embedded AI agents to deliver high-volume contract work with the speed and consistency that private capital clients demand. This team sits at the intersection of legal expertise and technology — processing investment-related NDAs and transactional documents at a pace traditional law firms can't match.

About You

• Experienced in transactional legal work. You have 2+ years of experience recommended working within a transactional or corporate practice group, or an in-house commercial legal team — with hands-on exposure to commercial contracts and investment-related NDA drafting.
• Fast and precise under pressure. You thrive in high-volume, deadline-driven environments — you can context-switch between competing demands without letting quality slip.
• Commercially and legally grounded. You have a strong grasp of relevant legal concepts and the commercial pragmatism to apply them — you know when to flag something and when to just get it done.
• A clear communicator. Your written and verbal communication is crisp and concise — clients and colleagues get what they need from you without having to ask twice.
• A self-starter with a builder's mindset. You take ownership, spot inefficiencies, and look for ways to improve how the team operates.
• Familiar with private markets. Exposure to private capital, fund structures, or investor onboarding workflows is a strong plus.

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.

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 Lead Product Marketing Manager focused on GTM enablement, you'll work to:

• Bring deep knowledge of private markets finance personas and buying groups (venture capital, private equity, private credit) to how we position, launch, and sustain products — with a specific lens on what resonates in a sales conversation
• Develop and maintain high-impact assets including sales decks, battlecards, objection-handling guides, one-pagers, demo narratives, and channel-specific materials that equip AEs and partners to win
• Build and execute outbound PMM strategy in close partnership with Sales, translating product capabilities into pipeline-driving narratives and segment-specific messaging
• Deploy PMM planning and prioritization in conjunction with the wider marketing team, evaluating what investments — in deliverables and resourcing — are needed to move revenue
• Partner with Demand Generation and Integrated Marketing to ensure outbound campaigns reflect product positioning and are built with sales workflow in mind
• Enable strong creative execution through high-quality briefs in partnership with Creative and Program Management, with a bias toward assets that perform in the field
• Operate cross-functionally across PMM, Creative/Brand, Enablement, Ops, and Sales to align GTM motions from awareness through close
• Develop segment and persona-level messaging informed by customer research, competitive intelligence, and direct feedback from the field
• Act as a key analytics owner for launch and enablement performance — tracking what's being used, what's converting, and what needs to evolve
• Collaborate with Customer Marketing on upsell and cross-sell plays that expand revenue within existing accounts
• Influence product development by surfacing structured customer and seller feedback into the product roadmap
• Be present in market through owned and external events; represent Carta's product narrative at customer events, internal kickoffs, and industry conferences

The Team You'll Work With 

You’ll be joining our Marketing team, as part of our Product and Customer Marketing team. Marketing is the engine for growth at Carta. We bring our 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 inspiration and ambition of our customers in the work we do.

About You

A successful Product Marketing Manager for this role would likely have:

• 8+ years of hands-on product marketing/GTM experience
• Preferably, SaaS fintech experience and/or product marketing experience at companies that serve VC or similar  investor types
• Motivation to work collaboratively in a fast-paced, ever-changing environment
• Creative problem solving skills
• Ability to diagnose problems, isolate them into their component parts, and drive towards creative solutions
• Excellent communication skills, with the ability to distill complex thoughts and strategies into actionable value propositions for prospects and customers

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: 

• $182,750 - $215,000 salary  in San Francisco, CA; New York, NY
• $173,613 - $204,250 salary in Seattle, WA

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 Lead Customer Marketing Manager, Companies, you’ll work to: 

Strategy & Planning

• Define strategy for customer marketing across channels to accelerate expansion for our Cap Table business
• Prioritize the customer experience within the campaign strategy in demonstrable ways
• Use campaign data and insights to continuously improve segmentation, audience targeting, and execution across different product buying and adoption journeys
• Act as a key member of the planning and prioritization team for quarterly and annual planning

Program Execution & Automation to Drive Growth

• Own the execution of upsell and cross-sell programs for QSBS, Carta Total Compensation (CTC), Equity Advisory and future priority add-on products 
• Lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, customer comms to drive expansion and retention 
• Collaborate across Sales, Product, Product Marketing, Customer Success Managers (CSM), Lifecycle,  Marketing Ops and other internal marketing partners to develop impactful and timely upsell campaigns that map to the customer journey and relevant personas
• Partner with Product, Product Marketing, Engineering, and Lifecycle teams to build and scale in-product discovery campaigns that influence upsell across the customer journey
• Leverage AI for account intelligence and account-based marketing (ABM) to identify expansion opportunities, deliver personalized campaigns, and drive deeper engagement within key customer accounts
• Identify opportunities to optimize marketing workflows and increase execution speed by using AI and automation platforms to streamline campaign planning, production, and performance management
• Take a lead role in generating demand from customer-focused product launches

The Team You'll Work With

You’ll be joining our Marketing team, as part of our Product and Customer Marketing team. Marketing is the engine for growth at Carta. We bring our 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 inspiration and ambition of our customers in the work we do.

About You

As a Lead Customer Marketing Manager, you’ll partner closely across Product Marketing, Lifecycle, and Integrated Marketing to build a connected customer demand engine. You’ll translate product strategy and customer insights into coordinated multi-channel expansion campaigns and shape in-product discovery experiences that drive engagement and upsell. Through tight alignment across R&D and GTM, you’ll introduce automation and  personalization into the customer journey with the goal of scaling programs that unlock growth for Cap Table customers.

• 8+ years of customer or growth marketing experience, preferably in B2B SaaS, or in outbound marketing recommended
• Experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, Lifecycle, and Marketing Ops to drive measurable business results
• Comfortable designing multi-channel GTM motions, including in-product, email nurtures, events (virtual and in-person), paid social, and targeted outbound campaigns 
• Ability to build and scale automated programs using trigger and workflows
• Customer obsessed, data driven, and fluent using insights to shape priorities and optimize campaigns 
• Thrives in a fast-paced, ambiguous environment with a strong bias toward action and continue improvement 
• Financial services or Private capital background a plus
• BA 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: 

• $182,750 - $215,000 salary  in San Francisco, CA; New York, NY
• $173,613 - $204,250 salary in Seattle, WA

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:

•  $57,012 - $81,099 in Hamilton, NJ (hourly rate of $27.41 - $38.99)
•  $63,731 - $90,640 in Seattle, WA (hourly rate of $30.64 - $43.58)
•  $53,664 - $76,328 in Sandy, UT (hourly rate of $25.80 - $45.78)

*Annualized salary based on estimated 40 hour hours per week before overtime

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.

The Team You’ll Work With

As a Staff Engineer at Carta, you are a technical anchor for our business. You don't just own features, you take long-term accountability for the technical health and strategic direction of different domains.

Middle Office is where Carta's two client bases meet. Our cap table products serve companies; our fund administration products serve funds. Middle Office serves the investment firm sitting between them, and owns what happens after the check clears: collecting data from portfolio companies, valuing the holdings, modeling the fund's outcome, and reporting the result to LPs.

You'll work across a connected suite of products for PE and VC firms, fund administrators, and institutional investors, with a primary focus today on private equity, AI-powered ingestion of portfolio company financials and KPIs, portfolio valuation and allocation models, waterfall and fund forecasting across complex multi-entity structures, and a unified view of a firm's holdings, including companies that don't use Carta for equity management. Sitting in the middle of Carta's ERP, most of what we build ships in partnership with other teams.

The Problems You’ll Solve

As a Staff Engineer within the Middle Office pillar, you are responsible for the long-term technical health and success of the business unit. You'll work to:

• Navigate Ambiguity: Tackle the most complex and poorly defined problems at Carta, breaking them down into navigable paths for the rest of the organization.
• Champion Systemic Improvement: Identify and eliminate failure patterns across multiple systems, driving architectural changes that improve scalability and reliability.
• Bridge Technical Gaps: Use your deep understanding of cross-functional domains to align multiple teams on major technical decisions.
• Define the AI Frontier: Lead the charge in transforming how we build by defining the context and building the rails that allow every person at Carta to leverage AI tools safely and effectively. You'll help move the organization toward a future where AI amplifies our collective engineering impact.
• Uphold Engineering Standards: Set the vision for operational excellence and mentor senior engineers to raise the collective craft of the organization.

About You

• The Tech Stack: You are an expert in building distributed systems. While our primary stack is Python/Django, React, and Postgres, you should be comfortable guiding technical direction across JVM languages, gRPC, and cloud-native infrastructure (AWS).
• Leadership: You lead through influence rather than authority, acting as a role model for constructive communication and technical discipline.
• Vision: You don't just solve the problem in front of you; you anticipate future roadblocks and build systems that support long-term business growth.
• Experience: We recommend 10+ years of professional software engineering experience with a track record of high-level technical leadership.

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: 

• $240,000 - $300,000 in San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

You will be joining our Funds team in the Americas region.

Carta Law is the largest AI-native law firm for private capital, born from the combination of Avantia Law and Carta. Our lawyers and paralegals work alongside embedded AI agents to deliver investor onboarding, transaction KYC, and high-volume legal work with a speed and consistency that traditional law firms simply can't match. As a Junior Paralegal, you will rotate across or specialise within one of three practice areas depending on your strengths and interests.

Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will  enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta

About You

We are looking for someone who is:

• Eager to learn and grow. You are motivated, curious, and excited to develop expertise in legal practice – whether that is compliance, contracts, or funds.
• Organised and efficient. You prioritise well, manage competing deadlines, and keep matters moving without losing attention to detail.
• A strong communicator. You write and speak clearly and professionally, understanding that our clients expect crisp, concise advice.
• A self-starter. You take initiative, work independently when needed, and proactively flag issues before they become problems.
• A team player. You collaborate effectively with lawyers, senior paralegals, and client-facing teams across a fast-paced environment.
• Legally educated (preferred). An undergraduate Law degree or equivalent is preferred; a GDL is welcome. Prior exposure to LP Transfer processes is a plus but not required.

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 expected cash compensation (salary + commission if applicable) range for this role is: 
 

$78,000 - $97,600 salary in Toronto 

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.

 

 

 

The Team You'll Work With

You'll be joining our Funds team, specifically within the LP Transfers function.

Our LP Transfers team manages the end-to-end transfer process for limited partner interests across multiple client accounts each quarter. Working alongside paralegals and senior lawyers, you'll own day-to-day client relationships and serve as the primary point of contact for complex multi-party transfer workflows. This team operates at the cutting edge of legal delivery, using AI-backed tools to deliver consistent, high-quality outcomes for some of the world's most sophisticated asset managers and investment funds.

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 Funds Delivery Lawyer – LP Transfers, you'll work to:

• Supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs
• Serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions
• Own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum
• Build and deepen trusted client relationships, positioning Carta as the go-to partner for LP transfer work
• Support business development by contributing to new client pitches alongside the Growth team
• Partner with the technology team to continuously improve AI-driven legal delivery tools and workflows

About You

We are looking for someone who is:

• Experienced in funds law. You have a strong background in LP transfers, closed-ended funds, or private markets work and can independently manage complex transfer processes.
• Client-focused and commercially minded. You build strong relationships with sophisticated asset manager and investment fund clients and know how to communicate clearly under pressure.
• A natural leader and mentor. You have experience supervising and developing junior lawyers and paralegals, and can manage team performance across multiple simultaneous workflows.
• Detail-driven and execution-focused. You thrive on getting deals done – you prioritise effectively, handle competing deadlines, and do not lose momentum.
• Tech-savvy. You are comfortable working with AI-backed legal tools and are curious about the role of technology in modern legal delivery.
• Licensed to practice. You are qualified in England & Wales or a comparable jurisdiction. 5+ years of relevant experience recommended.

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. 

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 KYC Analyst – Inbound Compliance, you'll work to:

• Own the KYC request lifecycle. Manage the intake, processing, and timely resolution of inbound KYC requests from clients and their counterparties — ensuring nothing falls through the cracks and every response meets the standard.
• Be the client's compliance guide. Serve as the primary point of contact for KYC inquiries, giving clients clear, confident answers on global KYC requirements so they can move their transactions forward.
• Uphold the regulatory bar. Review and validate KYC documentation for completeness, accuracy, and compliance with AML, KYC, and applicable international frameworks — and make the call when something doesn't pass muster.
• Keep records airtight. Maintain accurate, up-to-date records of all KYC requests and documentation in Carta's systems — so the team always has a clean audit trail.
• Stay ahead of a moving target. Monitor evolving KYC/AML regulations globally and apply updated requirements to daily work, ensuring Carta's compliance posture keeps pace with regulatory change.

The Team You'll Work With

You'll be joining our Inbound Compliance team.

This team sits at the front line of Carta's compliance function — managing the intake and resolution of KYC requests on behalf of some of the world's leading asset managers and private equity firms. You'll work in a high-volume, client-facing environment where accuracy, speed, and regulatory fluency aren't optional — they're the baseline.

Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will  enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta

About You

• Detail-oriented under pressure. You catch what others miss — and you do it consistently, even when managing a high volume of concurrent requests against tight deadlines.
• Confident and client-ready. You can hold your own in KYC conversations with senior stakeholders and counterparties — assertive, professional, and knowing when to escalate versus when to resolve.
• 1-2+ years of regulatory experience. You have a working understanding of global KYC and AML frameworks and can apply them practically, not just cite them. AML/KYC certifications (ICA, ACAMS) are a plus but not required.
• A proactive decision-maker. You don't wait to be told what to do — you assess the situation, apply the right framework, and move forward with minimal supervision.
• Experienced in complex legal entities. Prior exposure to corporate banking, a legal service provider, or a fund compliance environment is a strong plus — particularly familiarity with offshore jurisdictions like Cayman or Luxembourg.

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. 

 

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 Customer Success Manager, you’ll work to own the success and health of a portfolio of clients - primarily private fund managers and the companies they back. You'll be a trusted advisor and the primary relationship point for your clients throughout their entire journey with us.

Specifically, you'll:

• Oversee the full client lifecycle - from onboarding new clients in partnership with our legal delivery team, to managing and deepening relationships with large, established accounts.
• Drive client satisfaction and engagement, proactively checking in on health, identifying risks early, and developing strategies to address them before they escalate.
• Build new relationships and maintain existing ones, establishing yourself as a trusted advisor who understands each client's business, structure, and long-term goals.
• Identify and progress cross-sell and upsell opportunities in close partnership with sales, translating client needs into commercial conversations that benefit both the client and Carta Law.
• Collaborate with legal delivery to ensure smooth onboarding experiences and seamless handoffs, acting as the connective tissue between clients and internal teams.
• Work with marketing and operations on client communications, campaigns, feedback loops, and process improvements that improve the client experience at scale.
• Act as the voice of the client internally - synthesising feedback, usage signals, and relationship intelligence to influence service design, product prioritisation, and go-to-market strategy.
• Leverage CS tooling and emerging AI capabilities to manage your portfolio efficiently, track account health, log activity, and personalise engagement at scale.

The Team You'll Work With

You’ll be joining our Carta Law, Customer Success team. Our team manages the full client lifecycle - from welcoming new clients through onboarding, to building deep, lasting relationships with established fund managers and their legal teams.

We sit at the intersection of legal delivery, commercial strategy, and operations. Day-to-day we partner closely with our legal delivery team, sales, marketing, and operations to ensure clients get maximum value from Carta Law and that we're well-positioned to grow with them over time. We're building the gold standard for client success in the AI-powered legal services space, and you'll have a meaningful hand in shaping what that looks like.

Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will  enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta

About You

We're looking for a client-focused, commercially aware professional who thrives in a fast-paced, high-ambiguity environment. You bring genuine curiosity to every client conversation, and you have the emotional intelligence to build trust quickly across a range of stakeholders. You're a clear, confident communicator who can translate complexity into clarity — whether you're speaking with a first-time fund manager or a seasoned GC.

Specifically, we're looking for:

• 5+ years of experience in Customer Success or Account Management, ideally within SaaS or professional/legal services. You know how to manage a varied book of business, balance competing priorities, and build trust with sophisticated stakeholders.
• Full lifecycle client ownership. You're comfortable managing clients from day one through to mature, complex relationships - and you know how to adapt your approach at each stage.
• Cross-functional collaboration. You work naturally across delivery, sales, marketing, and operations teams. You know how to marshal internal resources to get things done for clients and push the right levers to drive commercial outcomes.
• Strong commercial instincts. You spot cross-sell and upsell opportunities organically through client conversations and know how to partner with sales to take them forward.
• Outstanding verbal and written communication skills. You can break down complex legal, financial, or operational concepts for any audience. You write clearly, speak with confidence, and know how to tailor your message.
• High emotional intelligence. You read rooms well, build rapport quickly, and know how to navigate difficult conversations with empathy and professionalism.
• High tolerance for ambiguity and adaptability. You thrive in a high-paced, evolving environment where priorities can shift quickly. You view ambiguity as an opportunity rather than a blocker, and you bring structure and calm where others might struggle.
• Genuine curiosity. You ask good questions. You want to understand how your clients' businesses actually work, and you use that understanding to add real value.
• Experience with CS tools and/or AI in practice. You're comfortable using CS platforms and you're either already using AI tools to work smarter, or you're eager to.
• Prior experience in the legal industry is a significant advantage. Whether you've worked at a law firm, a legal tech company, or within an in-house legal function, that context will help you hit the ground running.
• Prior experience in private markets is a significant advantage. Familiarity with venture capital, private equity, or fund operations gives you an immediate leg up in understanding our clients' world.

 

 

The Team You'll Work With

You'll be joining our Carta Law team, specifically within the Contracts team - Americas function.

Our Contracts team manages the full lifecycle of commercial contracts for clients – from first review through to execution. You'll be the direct day-to-day contact for sophisticated investment fund and asset manager clients, working alongside fellow lawyers and paralegals. This team delivers high volumes of pre-M&A contract work at speed, supported by AI-backed tools including Carta's proprietary platform, Ava.

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 Solutions Counsel on the Contracts team, you'll work to:

• Negotiate and manage high volumes of pre-M&A contracts – including NDAs, confidentiality agreements, NRLs, joinders, and engagement letters – directly liaising with counterparties and adhering to agreed turnaround times
• Serve as the primary day-to-day contact for clients, building trusted advisor relationships with sophisticated investment funds and asset managers
• Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across all contract negotiations
• Collaborate with and mentor junior lawyers and paralegals, reviewing their work and contributing to a high-performing team culture
• Contribute to the continuous improvement of Carta's legal technology suite, identifying ways to innovate using AI-backed tools

About You

We are looking for someone who is:

• Commercially minded and client-focused. You communicate legal advice crisply and concisely, building strong relationships with sophisticated financial services clients.
• Experienced in transactional law. You have 6-8+ years of post law school corporate or transactional experience, with a track record of independently negotiating pre-M&A contracts (NDAs, NRLs, joinders, engagement letters).
• Familiar with financial services. You have experience working with asset managers, investment banks, or other financial services firms and understand their expectations.
• Law Degree and licensed to practice. You are licensed to practice law in the Americas (US/Canada).
• Tech-savvy and adaptable. You are comfortable working with and evolving a legal technology suite (e.g. AI tools, HighQ), and an interest in legal tech or AI is a strong plus.
• A self-starter who owns their work. You thrive in a fast-paced environment, prioritize effectively, and are always looking for ways to improve and innovate.

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: 

• $149,600 - $187,000 in  Denver, CO
• $167,200 - $209,000 in Seattle

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. Please note this is a full time role.

The Team You'll Work With

You'll be joining our Carta Law team, specifically within the Contracts - Americas function.

Our Contracts team manages the full lifecycle of commercial contracts for clients – from first review through to execution. You'll be the direct day-to-day contact for sophisticated investment fund and asset manager clients, working alongside fellow lawyers and paralegals. This team delivers high volumes of pre-M&A contract work at speed, supported by AI-backed tools including Carta's proprietary platform, Ava.

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 Associate Contract Solutions Lawyer on the Contracts team, you'll work to:

• Negotiate and manage high volumes of pre-M&A contracts – including NDAs, confidentiality agreements, NRLs, joinders, and engagement letters – directly liaising with counterparties and adhering to agreed turnaround times
• Serve as the primary day-to-day contact for clients, building trusted advisor relationships with sophisticated investment funds and asset managers
• Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across all contract negotiations
• Collaborate with and mentor junior lawyers and paralegals, reviewing their work and contributing to a high-performing team culture
• Contribute to the continuous improvement of Carta's legal technology suite, identifying ways to innovate using AI-backed tools

About You

We are looking for someone who is:

• Commercially minded and client-focused. You communicate legal advice crisply and concisely, building strong relationships with sophisticated financial services clients.
• Experienced in transactional law. You have 4+ years of post law school corporate or transactional experience, with a track record of independently negotiating pre-M&A contracts (NDAs, NRLs, joinders, engagement letters).
• Familiar with financial services. You have experience working with asset managers, investment banks, or other financial services firms and understand their expectations.
• Law Degree and licensed to practice. You are licensed to practice law in the Americas (US/Canada).
• Tech-savvy and adaptable. You are comfortable working with and evolving a legal technology suite (e.g. AI tools, HighQ), and an interest in legal tech or AI is a strong plus.
• A self-starter who owns their work. You thrive in a fast-paced environment, prioritize effectively, and are always looking for ways to improve and innovate.

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: 

• $119,000 - $148,750 in Hamilton Township, NJ and Denver, CO
• $112,000 - $140,000 in Sandy, UT
• $133,000 - $166,250 in Seattle, WA

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.

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 an Executive Assistant, you’ll work to:

• Proactively and accurately manage heavy calendars for the CFO and assist the broader G&A team with complex scheduling as needed, including coordination of audit committee meetings
• Triage and reply to emails, Google comments, Slack channels; manage CFO’s inbox and ensure timely follow-ups
• Coordinate speaking engagements and conferences for the CFO, ensuring all logistics, travel, and briefing materials are managed smoothly
• Manage international travel, including visa requirements and detailed itineraries
• Provide end of day briefings to the CFO to prepare for the next day’s priorities
• Track key meetings, external events, and conferences to provide the CFO with internal visibility and ensure all details and logistics are seamlessly managed
• Plan and execute team meetings, events and offsites; including the coordination of agendas and materials, budgets, logistics, hospitality and more
• Approve expenses, travel and time off requests for your Executive’s direct reports
• Maintain a pulse on the sentiment of the organization serving as a liaison between your Executive and their team
• Contribute to projects on the Executive Assistant team 

The Team You'll Work With

We are looking for an Executive Assistant (EA) to join our team and support our Chief Financial Officer and SVP of Finance.  This person will report to an EA Manager and work closely with our EA team, the Finance team, and the broader leadership team at Carta.

Carta’s EA team is small and wears many hats. We work autonomously for our executives—handling scheduling, meeting preparation, travel, expenses, and projects—while also collaborating as a team on broader initiatives such as events, offsites, hiring, training, and best practices. We operate within a hybrid model, with team members based in offices across New York, Sandy, and San Francisco.

About You

You are a roll-up-your-sleeves, “get in the weeds,” individual that has experience supporting senior leaders  in a fast paced startup environment. You are incredibly detail oriented, thoughtful, strategic, and proactive. You can block and tackle for your Executive and navigate ambiguity. You know how to find common ground with leadership and peers alike to build relationships. You are professional and eager to learn about the business, and collaborate with fellow EAs on impactful projects.

We believe you will be successful in this role if you have:

• 4+  years of Executive Assistant experience  supporting a senior leader in the C-suite,  preferably in the technology or banking industry
• Experience  coordinating board and audit committee meetings
• Heavy calendar management and international travel coordination experience
• Ability to effectively multitask and prioritize on a daily basis
• Excellent written and verbal communication skills 
• Ability to commute to our SF office 3 days per week (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: 

$136,000.00 - $160,000.00  in San Francisco, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

 

 

The Problems You'll Solve

The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients.

As a Private Capital Client Partner, you’ll work to: 

• Increase win rates through partnership with Go To Market teams during late stage sales
• Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning 
• Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live
• Ensure smooth transitions between all team handoffs with a consistent, trusted expert 
• Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model
• Ensure proper expectation setting and alignment across all internal and external stakeholders 
• Project manage the cross functional conversion process from prior administrator to Carta 
• Create internal governance structures for proper internal status and escalation channels 
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Educate the Client “the Carta way” (product demos, recommended banks, etc.)
• Ensure proper framework to manage net new product feature requests
• Build deep relationships with external decision makers to enable them to be Carta advocates

The Team You'll Work With

The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta’s Upmarket and Private Capital growth.  

Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market (“GTM”), Delivery, R&D and the executive team to ensure positive client and business outcomes.

About You

• 8+ years of Private Capital Accounting and Operational experience 
• Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
• Prior experience working in Private Capital financial services strongly preferred
• Proven ability to build and manage new customer account relationships
• Proven ability to assess, establish and optimize operational and accounting processes and best practices
• Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations 
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and project management 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
• 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
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge

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 range for this role is:

$167,200.00 - $209,000.00 in Seattle, WA

$176,000.00 - $220,000.00 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.

The Team You'll Work With

• You'll be joining our Carta Law team, specifically within the Contracts - APAC function.
  Our Contracts team manages the full lifecycle of commercial contracts for clients – from first
  review through to execution. You'll be the direct day-to-day contact for sophisticated
  investment fund and asset manager clients, working alongside fellow lawyers and paralegals.
  This team delivers high volumes of pre-M&A contract work at speed, supported by AI-
  backed tools including Carta's proprietary platform, Ava.

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 Freelance Consultant on the Contracts team, you'll work to:

• Negotiate and manage high volumes of pre-M&A contracts – including NDAs,
  confidentiality agreements, NRLs, joinders, and engagement letters – directly liaising
  with counterparties and adhering to agreed turnaround times
• Serve as the primary day-to-day contact for clients, building trusted advisor
  relationships with sophisticated investment funds and asset managers
• Maintain and update client playbooks on an ongoing basis, ensuring consistency and
  quality across all contract negotiations
• Collaborate with and mentor junior lawyers and paralegals, reviewing their work and
  contributing to a high-performing team culture
• Contribute to the continuous improvement of Carta's legal technology suite,
  identifying ways to innovate using AI-backed tools
• About You

About You

• Commercially minded and client-focused. You communicate legal advice crisply
  and concisely, building strong relationships with sophisticated financial services
  clients.
• Experienced in transactional law. 6-8+ PQE, with a track record of independently
  negotiating pre-M&A contracts (NDAs, NRLs, joinders, engagement letters).
• Familiar with financial services. You have experience working with asset managers,
  investment banks, or other financial services firms and understand their expectations.
• Law Degree and licensed to practice. You are licensed to practice law in any APAC
  Jurisdiction
• Must be based in APAC time zone, due to our client service needs
• Tech-savvy and adaptable. You are comfortable working with and evolving a legal
  technology suite (e.g. AI tools, HighQ), and an interest in legal tech or AI is a strong
  plus.
• A self-starter who owns their work. You thrive in a fast-paced environment,
  prioritize effectively, and are always looking for ways to improve and innovate.
  Compensation

Compensation for the role will be paid on a fixed per-document basis, details of which will
be discussed during the first screening call with our Talent Team

The Team You'll Work With

You'll be joining our Carta Law,  EMEA Sales team. As an Account Executive, you'll join a cross-functional team to strategically navigate asset managers - evangelizing the Carta Law value proposition and driving revenue for the largest AI-native law firm in private capital. This is a high-growth, high-visibility role at the commercial frontier of a business that is scaling fast. 

The Problems You'll Solve

• Communicate the business impact of Carta Law's product offerings to key decision makers, including CCOs, GCs and CFOs of leading asset managers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Own sales cycles end-to-end, from outbound prospecting in partnership with a dedicated SDR to close
• Drive revenue through strategic outbound prospecting within the legal services and fund administration markets
• 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
• Build and maintain relationships with legal services clients and serve as their customer advocate

About You

• Fluency in legal services, fund management, or financial services - you understand how law firms and fund managers operate
• 5+ years of Account Executive experience selling into legal, financial services, or alternative assets or 3+ years of legal experience in a corporate law firm
• Experience selling to legal and compliance leaders, fund managers, or asset managers with a proven ability to speak their language
• Experience managing and closing complex, multi-stakeholder deals
• Interest in being part of a 'startup within a startup' — Carta Law is a growing business within a scaling platform

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 Team You'll Work With

You'll be joining our EMEA Sales team. Reporting to the Sales Development Director, you'll sit at the top of Carta Law's UK & EMEA revenue funnel — working alongside Sales Directors and fellow SDRs to identify and engage the legal leaders, fund managers, and asset managers who need what Carta Law delivers. This is a high-growth, high-visibility role at the commercial frontier of a business that is scaling fast — with a clear progression path from SDR into a full closing role for the right person.

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 Sales Development Representative, you'll work to:

• Fill the top of the funnel. Own outbound prospecting through LinkedIn, cold calling, and digital outreach — identifying the right targets, sparking the right conversations, and booking qualified meetings for the Sales Directors.
• Build a pipeline the team can close from. Collaborate with Sales Directors and fellow SDRs to develop sharp, well-researched prospect target lists that translate into real commercial opportunities.
• Keep the CRM clean and current. Maintain accurate records of all sales activity and client interactions so the team always has a clear, reliable view of pipeline and progress.
• Arm the team with the right materials. Assist in preparing sales collateral and presentations that give Carta Law's value proposition the clarity and credibility it deserves in front of sophisticated legal and fund clients.
• Stay ahead of the market. Monitor industry trends, competitor activity, and market developments so your outreach is timely, relevant, and positioned to land.

About You

• A proven B2B prospector. You have 1+ years of experience recommended in a B2B sales role — you understand the outbound motion, you're comfortable with cold outreach and rejection, and you know how to earn a conversation.
• A strong communicator who earns credibility fast. You can engage effectively with sophisticated prospects — including lawyers, CCOs, and fund partners — and articulate why Carta Law is worth their time, clearly and confidently.
• Organized and self-directed. You manage your own pipeline, prioritize effectively across competing demands, and don't need to be chased to follow up — you're already ahead of it.
• CRM and tools fluent. You have a working understanding of CRM systems and sales tracking tools, and you treat data hygiene as a professional standard, not an afterthought.
• Flexible and growth-oriented. You adapt quickly in a fast-moving environment, collaborate well across functions — including with C-suite and lead lawyers — and you're motivated by the path this role opens up, not just the role itself. 

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 Team You’ll Work With

We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process.

As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex 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 product, sales, legal, finance, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

The PE Firm CSM is a new function at Carta - you will be on the front lines of building out our entire post-sales process for Private Equity firms across Carta’s complete product set. You will become an expert in how the different parts of our product work together, and leverage value generation and strong relationships   to enhance customer exposure to broader components of Carta’s ERP.

The Problems You’ll Solve

• Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates.
• Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals.
• Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations.
• Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity.
• Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business..
• Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks.
• Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap.
• Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients.

About You

• 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.
• A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge.
• Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills.
• Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships.
• Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption.
• Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management.
• Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion.
• Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains.
• Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact.
• An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture.

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: 

• $153,850 - $181,000 in San Francisco, CA & New York City, 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.

The Team You’ll Work With

We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process.

As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex 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 product, sales, legal, finance, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

The PE Firm CSM is a new function at Carta - you will be on the front lines of building out our entire post-sales process for Private Equity firms across Carta’s complete product set. You will become an expert in how the different parts of our product work together, and leverage value generation and strong relationships   to enhance customer exposure to broader components of Carta’s ERP.

The Problems You’ll Solve

• Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates.
• Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals.
• Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations.
• Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity.
• Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business..
• Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks.
• Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap.
• Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients.

About You

• 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.
• A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge.
• Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills.
• Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships.
• Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption.
• Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management.
• Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion.
• Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains.
• Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact.
• An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture.

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: 

• $153,850 - $181,000 in San Francisco, CA & New York City, 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.

The Team You'll Work With

This role is on the Private Equity sales team, working to strategically grow Carta's presence into private equity. The team works with both investment firms and their portfolio companies.

Carta has developed an ownership management platform exclusively for Private Equity Firms and their portfolio company management teams — including the first and only Advanced Scenario Modeling tool capable of handling the most complex Private Equity waterfalls. This empowers deal teams, valuations teams, and management teams to improve accuracy and time-to-insight for their most important strategic decisions.

As an Account Executive, you'll join a cross-functional team to strategically navigate Private Equity Firms and their portfolio companies, evangelize the Carta value proposition, and drive net new revenue.

The Problems You'll Solve

Carta is transforming how private companies, their investors, and employees manage ownership and make strategic decisions. We have acquired substantial market share across industries, but managing ownership and modeling complex waterfall distributions remains a critical challenge for private companies across sectors — notably in the private equity industry. 

• Own the entire sales lifecycle, from lead generation to close
• Drive revenue through outbound prospecting into private equity firms and PE-backed portfolio companies
• Understand customer needs and requirements; act as a trusted business advisor to C-suite leaders and private equity investors
• Communicate the business impact of Carta's product offerings to key decision makers
• Develop a comprehensive sales strategy that ensures consistent achievement of goals over the short and long term
• Own customer relationships and serve as their advocate within Carta
• Stay current on the PE industry and bring the customer's voice into product and strategy conversations

The Impact You'll Have

You will help propel Carta to the next level of growth by evangelizing our platform to one of the largest private asset classes in the world. You'll introduce new customers to our best-in-class software, helping them streamline equity management, stay compliant, and unlock liquidity in private markets.

You'll work in a fast-paced, innovative environment — taking initiative, trying new strategies, and collaborating closely across teams to provide a best-in-class sales process. Always prospecting for new opportunities, you'll close new accounts while building relationships with some of Carta's most sophisticated partners in the private equity space.

About You

We're looking for ambitious, curious, and humble people to join our sales team.

• 4–7+ years of experience in a quota-carrying sales role, with consistent achievement of quota
• Experience selling into financial services or private equity firms, with the ability to speak their language and deeply understand pain points
• Ability to build and execute a sales strategy using a solution-based selling approach
• Experience with consultative selling techniques to uncover opportunities for evolving products and services
• Strong communicator who works effectively cross-functionally and across all levels of an organization
• Demonstrated ability to influence through persuasion, negotiation, and consensus-building
• Proven track record of self-driven outbound prospecting and close collaboration with SDRs
• Genuine interest in M&A, private equity, and private markets

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. 

• $205k OTE ($49.28/hour) - $235k OTE in New York City, NY and San Francisco, CA 

The Team You’ll Work With

Our Brazilian office, located in Rio de Janeiro, is home to a few teams here at Carta, and we’re excited to offer positions for persons with disabilities on any of them. These include - but aren’t limited to - engineering, product and design, support and onboarding, operations, and G&A teams. Most folks work closely and collaborate with internationally distributed teams. Working at Carta is an opportunity to build connections with and learn from talented individuals all over the world. 

The Opportunity

Carta is always interested in bringing on professionals who are inspired by our mission. While we have plenty of available positions listed here on our careers page, if there are no currently listed positions that you believe best fit your skill set, apply here and let us know what type of work you’d be interested in.

The Team You’ll Work With

You’ll enter our engineering interview process as part of a pooled hiring model. We’re excited to meet people who are energized by complex, ambiguous problems. We look for owners and problem-solvers who are eager to dive into the details of their craft, and are motivated by building products and experiences that meaningfully expand access to ownership. 

As you move through our process, we’ll transition from the general pool to a team-matching phase, ensuring that by the final interview, you are aligned with a specific team that matches your strengths and career goals. 

High impact domains you might join include:

• Carta Law: Building the foundational legal and compliance infrastructure for private capital. You'll help scale Carta Law as the enterprise system of record for General Counsels, CCOs, and Heads of Legal. As part of a lean, London-based team, you'll shape how legal, operations, and finance teams work together.

The Problems You’ll Solve

As a Senior Software Engineer II, you will lead technically complex projects and serve as a multiplier for your team. You’ll work to:

• Drive Implementation: Lead the execution of complex technical projects, driving them from concept to production while maintaining high standards for performance and reliability.
• Simplify Systems: Dig deep into our architecture to identify opportunities to simplify code and infrastructure, prioritizing changes that have a measurable business impact.
• Leverage Modern Tooling: Use the best AI-assisted engineering tools to accelerate your workflow, improve code quality, and spend more of your time solving the high-level logic and unconventional problems 
• Foster Growth: Act as a mentor and coach, raising the technical bar for your peers through diligent PR reviews and architectural guidance.
• Collaborate Cross-Functionally: Partner with product and design to ensure we are building the right solution for the user, not just following a specification.

About You

• The Tech Stack: You have experience with (or a desire to learn) our core technologies: Python, Django, React, Postgres, and Kafka. We also utilize Java, gRPC, and AWS. 
• Execution: You can break down complex user stories into actionable tasks and execute them with minimal guidance.
• Strategic Mindset: You understand the "why" behind your code and can articulate technical trade-offs to stakeholders.
• Experience: We recommend 8+ years of professional software engineering experience for this level.

The Team You'll Work With

You will be joining our North America Contracts team (US and Canada). Carta Law is the largest AI-native law firm for private capital, born from the combination of Avantia Law and Carta. Our lawyers and paralegals work alongside embedded AI agents to deliver investor onboarding, transaction KYC, and high-volume legal work with a speed and consistency that traditional law firms simply can't match. As a Law Clerk you will rotate across or specialize within one of three practice areas depending on your strengths and interests.

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 Junior Paralegal, you'll work to:

• Support lawyers with first-round markups of investment-related NDAs and commercial contracts
• Manage document lifecycles, track deadlines, communicate with counterparties, and assist with execution
• Work closely with lawyers and senior paralegals, contributing to high-quality client delivery across fast-moving, high-volume matters
• Build commercial and legal expertise over time, with opportunities to take ownership of client accounts and progress towards qualification via Bar certification

About You

We are looking for someone who:

• Has bachelor's degree in law or equivalent is preferred; prior exposure to NDAs or KYC processes is a plus but not required
• Eager to learn and grow. You are motivated, curious, and excited to develop expertise in legal practice – whether that is compliance, contracts, or funds
• Organized and efficient. You prioritize well, manage competing deadlines, and keep matters moving without losing attention to detail
• A strong communicator. You write and speak clearly and professionally, understanding that our clients expect crisp, concise advice
• A self-starter. You take initiative, work independently when needed, and proactively flag issues before they become problems
• A team player. You collaborate effectively with lawyers, senior paralegals, and client-facing teams across a fast-paced environment

 

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: 

• $66,400 - $83,000 CAD  in Toronto

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.

The Team You'll Work With

You'll be joining our Carta Law, Americas Sales team. As an Account Executive, you'll join a cross-functional team to strategically navigate asset managers - evangelizing the Carta Law value proposition and driving revenue for the largest AI-native law firm in private capital. This is a high-growth, high-visibility role at the commercial frontier of a business that is scaling fast. 

The Problems You'll Solve

• Communicate the business impact of Carta Law's product offerings to key decision makers, including CCOs, GCs and CFOs of leading asset managers
• Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities
• Own sales cycles end-to-end, from outbound prospecting in partnership with a dedicated SDR to close
• Drive revenue through strategic outbound prospecting within the legal services and fund administration markets
• 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
• Build and maintain relationships with legal services clients and serve as their customer advocate

About You

• Fluency in legal services, fund management, or financial services - you understand how law firms and fund managers operate
• 5+ years of Account Executive experience selling into legal, financial services, or alternative assets or 3+ years of legal experience in a corporate law firm
• Experience selling to legal and compliance leaders, fund managers, or asset managers with a proven ability to speak their language
• Experience managing and closing complex, multi-stakeholder deals
• Interest in being part of a 'startup within a startup' — Carta Law is a growing business within a scaling platform

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.

• $250k OTE ($60.10/hour) in New York City

 

The Team You'll Work With

You'll be joining our Compliance – Transactional Sub Division.

This team works at the intersection of private equity deal-making and regulatory compliance — conducting KYC due diligence on complex asset management entities to ensure every transaction Carta supports is clean, compliant, and defensible. You'll partner with deal teams, lawyers, and compliance professionals on live transactions involving fund structures, SPVs, and multi-jurisdictional counterparties.

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 Transactional KYC Analyst, you'll work to:

• Dig into transaction structures. Work closely with private equity deal teams to understand deal anatomy, identify counterparties, and conduct risk analysis with a focus on AML, bribery, financial crime, and reputational exposure.
• Unpack complex entity ownership. Review ownership and control structures — fund vehicles, SPVs, partnerships, trusts — to build a complete and accurate picture of who sits behind every transaction.
• Drive the materials-gathering process. Liaise with deal teams, legal, compliance, and counterparties to obtain the documentation needed to complete KYC reviews on time and to a high standard.
• Keep deals compliant. Collaborate with clients' legal and compliance teams to ensure their transactions meet AML/CTF regulations, internal policies, and jurisdiction-specific requirements — flagging issues early so deals don't stall at closing.

About You

• Early-career with strong legal or compliance foundations. You have  1-2+ years of working or internship experience in a legal sector role, internship, or graduate position — with working knowledge of legal administration, document review, and regulatory compliance.
• Analytically minded and meticulous. You work through complex structures carefully and methodically — you catch what matters and document it clearly.
• A clear communicator in writing and in conversation. Your written work is precise and professional; your verbal communication gives counterparties and colleagues confidence that you know what you're doing.
• Deadline-oriented and adaptable. You manage multiple priorities under pressure without losing accuracy — and you're energised, not overwhelmed, by a fast-moving compliance environment.
• Curious about private markets. Familiarity with fund structures, offshore jurisdictions (Cayman, Luxembourg), or KYC screening tools (WorldCheck, Refinitiv, RDC) is a meaningful advantage. ICA or ACAMS certification is a plus.

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 compensation range for this role is:

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:

•  $53,635 - $67,065 in Hamilton, NJ (hourly rate of $25.79 - $32.24)
•  $59,945 - $74,955 in Seattle, WA (hourly rate of $28.82 - $36.04)

*Annualized salary based on estimated 40 hour hours per week before overtime

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.

The Team You'll Work With

You'll be joining our Carta Law team, specifically within the Contracts - North Americas function.

Our Contracts team manages the full lifecycle of commercial contracts for clients – from first review through to execution. You'll be the direct day-to-day contact for sophisticated investment fund and asset manager clients, working alongside fellow lawyers and paralegals. This team delivers high volumes of pre-M&A contract work at speed, supported by AI-backed tools including Carta's proprietary platform, Ava.

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 Contract Solutions Counsel on the Contracts team, you'll work to:

• Negotiate and manage high volumes of pre-M&A contracts – including NDAs, confidentiality agreements, NRLs, joinders, and engagement letters – directly liaising with counterparties and adhering to agreed turnaround times
• Serve as the primary day-to-day contact for clients, building trusted advisor relationships with sophisticated investment funds and asset managers
• Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across all contract negotiations
• Collaborate with and mentor junior lawyers and paralegals, reviewing their work and contributing to a high-performing team culture
• Contribute to the continuous improvement of Carta's legal technology suite, identifying ways to innovate using AI-backed tools

About You

We are looking for someone who is:

• Commercially minded and client-focused. You communicate legal advice crisply and concisely, building strong relationships with sophisticated financial services clients.
• Experienced in transactional law. You have 6-8+ years of post law school corporate or transactional experience, with a track record of independently negotiating pre-M&A contracts (NDAs, NRLs, joinders, engagement letters).
• Familiar with financial services. You have experience working with asset managers, investment banks, or other financial services firms and understand their expectations.
• Law Degree and licensed to practice. You are licensed to practice law in the Americas (US/Canada).
• Tech-savvy and adaptable. You are comfortable working with and evolving a legal technology suite (e.g. AI tools, HighQ), and an interest in legal tech or AI is a strong plus.
• A self-starter who owns their work. You thrive in a fast-paced environment, prioritize effectively, and are always looking for ways to improve and innovate.

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: 

• $157,600 - $197,000 CAD  in Toronto

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.

The Team You'll Work With

You'll be joining our Carta Law team, specifically within the Contracts - North Americas function.

Our Contracts team manages the full lifecycle of commercial contracts for clients – from first review through to execution. You'll be the direct day-to-day contact for sophisticated investment fund and asset manager clients, working alongside fellow lawyers and paralegals. This team delivers high volumes of pre-M&A contract work at speed, supported by AI-backed tools including Carta's proprietary platform, Ava.

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 Contract Solutions Counsel on the Contracts team, you'll work to:

• Negotiate and manage high volumes of pre-M&A contracts – including NDAs, confidentiality agreements, NRLs, joinders, and engagement letters – directly liaising with counterparties and adhering to agreed turnaround times
• Serve as the primary day-to-day contact for clients, building trusted advisor relationships with sophisticated investment funds and asset managers
• Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across all contract negotiations
• Collaborate with and mentor junior lawyers and paralegals, reviewing their work and contributing to a high-performing team culture
• Contribute to the continuous improvement of Carta's legal technology suite, identifying ways to innovate using AI-backed tools

About You

We are looking for someone who is:

• Commercially minded and client-focused. You communicate legal advice crisply and concisely, building strong relationships with sophisticated financial services clients.
• Experienced in transactional law. You have 4+ years of post law school corporate or transactional experience, with a track record of independently negotiating pre-M&A contracts (NDAs, NRLs, joinders, engagement letters).
• Familiar with financial services. You have experience working with asset managers, investment banks, or other financial services firms and understand their expectations.
• Law Degree and licensed to practice. You are licensed to practice law in the Americas (US/Canada).
• Tech-savvy and adaptable. You are comfortable working with and evolving a legal technology suite (e.g. AI tools, HighQ), and an interest in legal tech or AI is a strong plus.
• A self-starter who owns their work. You thrive in a fast-paced environment, prioritize effectively, and are always looking for ways to improve and innovate.

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: 

• $126,000 - 157,600 CAD  in Toronto

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.

The Problems You’ll Solve

Carta Law represents a unique opportunity: we're establishing a category and shifting how private capital firms think about legal and compliance operations. As a Demand Generation Marketing Manager focused on Carta Law, you'll build the campaigns and positioning that establish Carta Law as the category leader—driving awareness, pipeline, and revenue growth among our target buyers. You'll work to:

Demand Generation Strategy and Management

• Collaborates closely with Carta GTM teams (including Marketing, Product, Sales, Customer Success, and Ops) to jointly develop and execute demand generation strategies tailored to the tailored to General Counsels, Chief Compliance Officers, and Heads of Legal at enterprise PE and VC firms—driving awareness, pipeline, and revenue growth.
• Coordinates cross-functional efforts to ensure seamless execution of demand generation campaigns, leveraging insights from product, sales, and customer teams to optimize targeting and messaging.
• Develops robust multichannel demand gen plans on an annual and quarterly basis, aligning stakeholders across Carta to roll out impactful campaigns with clear goals, resource allocation (time, people, budget), and key performance indicators (KPIs).
• Works resourcefully within organizational constraints (budget, approvals, timing), iteratively testing creative tactics and adjusting programs based on performance data to maximize pipeline and conversion among General Counsels.
• Maintains strong internal stakeholder relationships and ensures responsive communication to drive alignment and address input, feedback, and requests relating to lead generation and conversion.

Marketing Communications and Enablement

• Partners with Carta sales, product, and customer advisory teams to deeply understand the decision journeys, pain points, and informational needs of our target  audiences, informing content development and campaign design.
• Collaborates with content and customer marketing to produce mid- to bottom-funnel assets (case studies, product guides, customer success stories, webinars, solution briefs, nurture emails) tailored to customer needs and Carta’s value proposition.
• Surfaces and shares impactful customer stories and pipeline deals to derive insights, demonstrate value, and drive replication of effective demand gen tactics.
• Works with web, performance marketing, and digital teams to create and optimize landing pages, digital content, and conversion points for ICP-focused campaigns.
• Interfaces with the social and content marketing teams to activate compelling content on LinkedIn, Twitter, and other networks, amplifying reach and engagement among target audiences.
• Partners with product marketing to evolve tailored messaging and positioning as new product features and Carta Law-specific solutions are launched.
• Coordinates with communications and PR to ensure a consistent story and support for major news, campaigns, launches, and thought leadership.
• Articulates Carta Law's differentiation as an AI-native legal services platform that delivers speed, compliance, and cost efficiency at a fraction of traditional law firm rates—translating this value proposition into messaging that resonates with GPs and fund operations teams.

Events and Field Marketing

• Partners with Events  team to develop and execute geo-targeted campaigns and networking opportunities in key hubs (e.g., New York, San Francisco, London), aligning content, speakers, and topics to Carta Law’s target customer’s interests.
• Identifies and recruits top industry voices and Carta executives for event speaking engagements to strengthen credibility and thought leadership.
• Drives event promotion, registration, and follow-up activities with an eye on pipeline acceleration and maximizing engagement.
• Collaborates with lifecycle marketing to nurture prospect attendees and convert event interest into meaningful sales opportunities.

The Team You’ll Work With

You’ll be joining our Integrated Marketing team, reporting directly to the Director of Demand Generation and Field Marketing.  The Carta marketing team plays a vital role in our growth across all products, audiences and sectors. 

About You

• Exceptional relationship management skills with internal stakeholders and executive leaders, especially across GTM teams (Sales, Product, Customer Success, Marketing, etc.).
• Maturity and strategic acumen to independently drive high-impact demand generation programs targeting sophisticated GC audiences, while aligning cross-functional teams to shared goals.
• Deep understanding of modern marketing functions—including digital, field, ABM, content, events, lifecycle—and proven ability to influence resources and priorities across teams to achieve demand generation objectives.
• Strong track record of designing, executing, and optimizing multi-channel, data-driven campaigns that create pipeline and accelerate revenue, ideally for complex B2B, SaaS, fintech or financial services solutions.
• Demonstrated expertise in collaborating cross-functionally with revenue teams and influencing senior leaders to advance marketing initiatives.
• Outstanding communication, project management, and prioritization skills; thrives in a fast-paced, iterative environment.
• BA required; experience marketing to institutional investors, GCs, or financial stakeholders highly desirable.
• 6+ years’ experience in GTM, demand generation, field marketing, or ABM roles—preferably with a focus on fintech, SaaS, or financial services audiences. 

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: 

• $130,000 - $150,000 

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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 Tax Associate, you’ll work to: 

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include:

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Experience with income tax filing software such as GoSystems Tax RS, but not required.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

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:

$79,135.00 - $93,100.00 in Seattle, WA

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.

The Team You'll Work With

You'll be joining our Americas Sales team. Reporting to the Sales Development Director, you'll sit at the top of Carta Law's US revenue funnel — working alongside Sales Directors and fellow SDRs to identify and engage the legal leaders, fund managers, and asset managers who need what Carta Law delivers. This is a high-growth, high-visibility role at the commercial frontier of a business that is scaling fast — with a clear progression path from SDR into a full closing role for the right person.

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 Sales Development Representative – Americas, you'll work to:

• Fill the top of the funnel. Own outbound prospecting through LinkedIn, cold calling, and digital outreach — identifying the right targets, sparking the right conversations, and booking qualified meetings for the Sales Directors.
• Build a pipeline the team can close from. Collaborate with Sales Directors and fellow SDRs to develop sharp, well-researched prospect target lists that translate into real commercial opportunities.
• Keep the CRM clean and current. Maintain accurate records of all sales activity and client interactions so the team always has a clear, reliable view of pipeline and progress.
• Arm the team with the right materials. Assist in preparing sales collateral and presentations that give Carta Law's value proposition the clarity and credibility it deserves in front of sophisticated legal and fund clients.
• Stay ahead of the market. Monitor industry trends, competitor activity, and market developments so your outreach is timely, relevant, and positioned to land.

About You

• A proven B2B prospector. You have 1+ years of experience recommended in a B2B sales role — you understand the outbound motion, you're comfortable with cold outreach and rejection, and you know how to earn a conversation.
• A strong communicator who earns credibility fast. You can engage effectively with sophisticated prospects — including lawyers, CCOs, and fund partners — and articulate why Carta Law is worth their time, clearly and confidently.
• Organized and self-directed. You manage your own pipeline, prioritize effectively across competing demands, and don't need to be chased to follow up — you're already ahead of it.
• CRM and tools fluent. You have a working understanding of CRM systems and sales tracking tools, and you treat data hygiene as a professional standard, not an afterthought.
• Flexible and growth-oriented. You adapt quickly in a fast-moving environment, collaborate well across functions — including with C-suite and lead lawyers — and you're motivated by the path this role opens up, not just the role itself. Must be able to work Eastern Time hours (9am–6pm ET), Monday to Friday.

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.

• $98,347.20 OTE / ($33.34/hour)  - $109,995.20 OTE / ($38.94/hour) in New York City, New York

The Team You’ll Work With

You'll join our Developer Experience (DevEx) team, a lean "Special Ops" unit within Carta's Infrastructure organization. Our North Star: remove friction from every step of the software delivery lifecycle so Carta's engineers can do the best work of their careers.

We own CI/CD infrastructure, GitHub governance across 500+ repos, the rollout of AI coding tools across our company, and the internal tooling layer that lets Carta move fast without breaking things. We are systems thinkers who measure everything, because you can't optimize what you don't understand.

Carta is making a company-wide bet on AI-native development, and DevEx is the team defining how that happens. Six months from now, the playbook will be written. Now is when you get to write it.

The Problems You’ll Solve

As a Senior Software Engineer II on DevEx, you will:

• Build the MCP servers, agents, and plugin infrastructure that Carta's AI native development runs on, and define the patterns other engineers follow
• Design and ship agents purpose-built to solve specific developer problems across the software delivery lifecycle
• Architect and drive CI/CD pipelines that automate build, test, and deployment to accelerate delivery across R&D
• Build the infrastructure AI tooling runs on, so other engineers can build on top of it with confidence
• Mentor engineers and raise the technical bar through code reviews and architectural guidance

About You

• Experience: 8+ years in platform, backend, or fullstack engineering
• AI Builder: You've shipped production LLM systems, whether that's MCP servers or clients, AI extensions, connectors, or agents designed to solve real problems, not just demos
• Platform Mindset: You build things other engineers build on top of and think about APIs and developer ergonomics as seriously as performance
• Tech Stack: Python or Java; CI/CD tooling (CircleCI, GitHub Actions,  ArgoCD, Jenkins, Docker); cloud-native (AWS, Terraform, Kubernetes); familiarity with secrets management tooling (Vault, Cloudsmith) is a plus
• Security Aware: You think about least-privilege, token lifecycle, and supply chain risks when designing developer tooling, not just after an incident
• Execution: You break down ambiguous problems and deliver with minimal guidance, bringing data to debates and owning outcomes end-to-end

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: 

• $212,500 - $250,000 in Santa Clara, CA; San Francisco, CA; New York, NY

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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 Lead Product Manager, you will work across our platform to ensure our offerings remain market-leading and transformative.

The Team You'll Work With

At Carta, we believe in a collaborative and inclusive approach to hiring that maximizes both candidate experience and team fit. Our hiring model allows us to match candidates with the team that aligns best with their skills, experience, and career aspirations. At the final stage of our interview process, you'll have the chance to gain insights into the respective domains we're hiring for.

About You

We are looking for a strong product leader who can drive strategy, prioritization, and product delivery. If you are passionate about building intuitive solutions to complex problems and have a desire to impact how ownership is managed and distributed around the world, we’d love to talk with you.

• You have 7+ years experience in product management in a high-paced, agile software development environment, with a proven track record of shipping impactful products.
• You have several years of experience in building products at startups in cross-functional teams with product designers, engineers, and business partners.
• You are empathic and driven by solving problems for your users. You have the ability to dig deep into their problems and really understand what drives them.
• You are a systems thinker and solve problems in a holistic way. You draw data flow diagrams in your sleep and complexity makes you salivate. 
• You traverse between altitudes with ease. You can think big picture on product strategy in one moment and then get in the trenches to solve a calculation definition issue in the next.
• You are resourceful and scrappy in the right ways. You know when to invest versus stand-up fake doors to validate a hypothesis. You understand that sometimes the best path forward may not be through building software.

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: 

•  $204,000 - 240,000 in San Francisco, CA; Santa Clara, CA; New York, NY
•  $193,800 - 228,000 in Seattle, WA

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.

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 Technical Senior Manager, Tax you’ll work to: 

• Through partnership with product and engineering, transform the LP experience with K-1s that are released and automated on our software platform
• Ensure a reliable connection between fund administration and tax products in order to deliver a seamless client experience
• Help manage a team of talented tax professionals that service our client base
• Work collaboratively with cross-functional stakeholders and organizations to support the growth of the business

The Team You'll Work With

You’ll be joining our Fund Tax team.

We are looking for a leader to join our team. In this role, you will work closely with the Head of Fund Tax to manage the tax team and delivery process. Carta is currently trusted by over 2,000 firms with over $120B in assets. Carta Tax launched for the 2023 tax season and demand continues to grow as we firmly establish our practice. There’s an enormous opportunity to expand our offerings to these firms to include full service (and automated) tax prep and filing as part of our software platform. 

Partnering closely with the Head of Fund Tax, R&D, and the delivery team at large you will help transform how tax is delivered. In tandem, you will help lead a talented organization of tax professionals who are equally as energized by the idea of automating and transforming the FA tax space.

About You

• 8+ years of applicable tax experience
• Self-starter who can identify potential issues and work to mitigate before they surface
• Passionate and knowledgeable about venture capital and/or private equity: you intimately understand the pressures facing our clients and are ready to roll up your sleeves
• Organized and calm under pressure, you are able to manage competing demands on your time, while persevering to solve ambiguous problems
• Ability to work cross functionally and drive progress forward
• Intimately understand the health and needs of Carta’s venture client ecosystem and use this knowledge to prioritize our growth plans and improve customer engagement and loyalty
• Strong critical thinking, problem solving, and decision making skills

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: 

 $174,800.00 - $218,500.00 in Seattle, WA
 $184,000.00 - $230,000.00 in New York, NY

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 Site Reliability Engineer, you’ll work to: 

• Build and scale our internal  platform offerings (compute, storage and networking services) to ensure the reliability, and performance of our applications.
• Design and implement monitoring, alerting, and incident response systems.
• Collaborate with application software engineers (as needed) to guide their design and ensure it scales for what Carta needs in the long run.
• Act as an agent of change and push boundaries to incrementally improve our systems as we expand globally. 

The Team You’ll Work With

You’ll be joining the Infrastructure Engineering team at Carta. The Infrastructure Engineering team is responsible for providing secure, reliable, scalable and performant infrastructure to Carta’s customers and developers.

We are Software and Infrastructure Engineers who specialize in cloud computing, networking, systems design and architecture, storage, real time data telemetry, associated automation, tooling and processes. We possess a breadth and depth of knowledge about Carta’s infrastructure and industry wide best practices, that translates into leverage for Carta’s business. 

About You

You are excited by the idea of developing scalable, reliable and efficient infrastructure that powers the entire company. We’re looking for strong communicators who enjoy collaborating to solve complex problems. Familiarity with infrastructure best practices on performance, reliability and security and their associated tools is appreciated. 

Our stack is Python, Java, Terraform, gRPC, Docker, Kubernetes, Postgres, running on AWS. Come join us! 

• Cloud Platforms: Extensive experience with cloud services such as AWS, Google Cloud Platform, or Azure, including services like EC2, S3, RDS, and Lambda. Experience with Kubernetes or other container orchestration is preferred!
• Infrastructure as Code (IaC): Proficient in using tools such as Terraform, Ansible, or CloudFormation for managing and provisioning cloud infrastructure.
• Networking: Experience with networking concepts and tools, including Container Network Interface (CNI), Network policy implementations. Experience with proxies and service mesh is a big plus. 
• Monitoring and Observability: Strong knowledge of monitoring tools and practices, such as Prometheus, Grafana, ELK Stack, or Datadog, and the ability to set up and maintain comprehensive monitoring solutions.
• Software Development: Proficiency in Python, with the ability to write efficient, maintainable, and scalable code.
• API Services: Experience in designing, deploying, and maintaining API services, with a strong understanding of RESTful and/or GraphQL API design principles.
• AI Fluency: You use AI tools in your own day-to-day work in addition to enabling others. You're comfortable building agents to reduce toil and expect this to be a normal part of how you operate.
• Experience operating CI/CD and its associated best practices is also appreciated though not essential.

The Team You'll Work With

You'll be joining our Compliance – Transactional team.

Working with the Head of Investment Compliance and an international team of ex-Big Law lawyers, paralegals, and analysts, you'll serve as the day-to-day legal contact for institutional investors and asset manager clients across private equity, infrastructure, credit, and real estate strategies.

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 Transactional Lawyer, you'll work to:

• Be the client's trusted deal-side compliance partner. Act as the primary day-to-day legal contact for institutional investors and asset managers — advising on compliance risk factors across live transactions with clarity and commercial pragmatism.
• Unpack transaction structures that others can't. Work closely with private equity deal teams to understand complex deal anatomy, identify counterparties, and conduct multi-dimensional risk analysis — covering AML, bribery and corruption, financial crime, and reputational risk.
• Investigate ownership and control to find what matters. Review fund structures, SPVs, partnerships, and trusts to map corporate ownership and fund flows — building a defensible compliance picture under deal timeline pressure.
• Drive the materials process. Liaise with deal teams, legal, compliance, and relevant counterparties to gather what's needed to complete reviews on time, without losing rigour.
• Ensure deals close compliantly. Collaborate with clients' legal and compliance teams to confirm that transactions meet AML/CTF regulations, internal policies, and jurisdictional requirements.

About You

• A qualified lawyer with transactional compliance experience. You're licensed to practice in the UK or Europe (other comparable jurisdictions considered), with 4-6+ years PQE recommended in regulatory or investment compliance — and experience representing asset managers, institutional investors, or other financial services clients.
• Commercially sharp and solutions-first. You approach compliance as an enabler of deal velocity, not a barrier to it — you find the path to yes while keeping clients protected.
• Deeply familiar with complex asset management structures. You've reviewed fund structures, SPVs, offshore vehicles, and multi-jurisdictional counterparties in a live deal context.
• Client-ready under pressure. You're comfortable as the named contact for demanding institutional clients in a fast-paced financial services environment — credible, responsive, and composed when deals get complicated.
• Right to work in the UK without visa sponsorship is required for this role.

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.