Product Specialist, Fund Administration

Carta San Francisco , CA 94118

Posted 4 months ago

As a Product Specialist on the Investor Services "IS" team at Carta, you'll be leading technical discussions with key prospects about our Fund Administration services and products. The Product Specialist will be an integral part of our sales team and will keep our Account Executives operating at peak performance.

Successful candidates will have experience driving revenue and removing sales obstacles from a complex deal cycle using creative, collaborative and adaptive approaches.


  • Act as a business partner and technical subject matter expert to prospective Carta Fund Admin clients

  • Build and present customized demos and presentations of Carta's Fund Administration products and services

  • Convey deep understanding of the customer's business needs and adapt Carta's solutions to meet those needs

  • Work collaboratively across our Fund Admin, product, sales, and business operations teams to build strategic knowledge and drive change across the platform

  • Create a feedback loop from our client base to our product team

  • Share your technical knowledge and expertise with our sales team to better equip them to win deals and provide a best-in-class experience to our prospects

  • Attend in person client meetings and travel as needed to act as liaison for high priority deals


  • 3+ years experience with a VC Fund Administration firm or an in-house financial back office

  • Relevant accounting experience You have an ability to stay focused under pressure and thrive while working with customers to solve their most challenging operational or accounting problems

  • Strong client facing communication skills and the ability to work with cross-functional stakeholders to drive our business forward

About Carta

We are building the central registry of asset ownership.

Our team believes that the way in which assets are created, issued and transferred is inherently flawed. We live in a world where individuals can execute public market trades in a fraction of a second, but startups pay tens of thousands of dollars (and spend up to a month) to close a seed round. Carta is on a mission to change this by providing companies of all stages the best software to manage their ownership.

We are looking for extraordinary individuals to work alongside our team with experience from top technology companies. You will be building Carta from the ground up and helping build the world's next great financial infrastructure company.

Carta is backed by many of the best investors in the world, including Social Capital (Slack, Intercom, Box), Union Square Ventures (Twitter, Twilio & Coinbase), Menlo Ventures (Uber & Warby Parker) and Spark Capital (Oculus VR, Slack and Cruise Automation).

Carta is creating the ownership network that maps the world's assets. Check out who we are and how we work here.

At Carta we want to create an environment for Carta's owners - you - to do your best work, by offering competitive benefits and perks:

We are committed to WELLNESS:

  • Health, dental, vision, and life insurance

  • Competitive PTO and unlimited sick time

We are committed to INVESTING IN YOUR FUTURE:

  • 401k matching program


  • Commuter benefits

  • Catered lunch and unlimited snacks

  • Cell phone stipend

We are committed to LIFELONG LEARNING:

  • Unlimited reimbursement for work related books

  • Fast paced work environment geared towards professional growth

Carta is backed by many of the best investors in the world, including Social Capital (Slack, Intercom, Box), Union Square Ventures (Twitter, Twilio, Coinbase), Menlo Ventures (Uber, Warby Parker), Spark Capital (Oculus VR, Slack, Cruise Automation), Meritech Capital (GoFundMe, Looker, Snowflake), and Tribe Capital.

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Product Specialist, Fund Administration