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Fintech • Software
Build and expand Carta’s relationships with venture capital ecosystem partners across the UK and Europe. Develop scalable partnership strategies, convert organizations into preferred partners, activate mutual business opportunities with Sales, generate referrals, gather market feedback, and represent Carta at industry events. The role requires strong networking, communication, cross-functional collaboration, and knowledge of venture-backed companies, fundraising, and the UK VC ecosystem.
Fintech • Software
Own the success, health, retention, and expansion of approximately 600 EMEA SMB, mid-market, and enterprise accounts. Build consultative customer relationships, drive Carta adoption, prepare renewals and executive business reviews, use AI and customer success platforms to scale engagement, and surface customer insights internally. Collaborate with Sales, Delivery, RevOps, and R&D while managing projects autonomously and navigating challenging customer conversations.
Fintech • Software
Own end-to-end billing accuracy, client invoicing, collections, billing issue resolution, accrued revenue postings, reconciliations, month-end close, and revenue recognition analysis. Partner cross-functionally with sales, legal, finance, delivery, deal desk, and accounts receivable teams. Improve billing processes through AI-enabled tools while serving as a client billing contact.
Fintech • Software
Owns client onboarding from signed contract through Customer Success handoff. Manages implementation timelines, milestones, stakeholder coordination, client communication, risk escalation, and structured account handoffs. Tracks time-to-revenue, CSAT, and milestone completion while contributing to playbook improvements. Partners with Account Executives, legal delivery, and CSM teams in a SaaS and professional-services environment.
Fintech • Software
Owns the full enterprise sales lifecycle for Carta’s fund administration and private capital technology products across Europe. Responsibilities include strategic prospecting, consultative selling, stakeholder engagement, pipeline management, negotiation, closing large contracts, developing sales plans, building industry relationships, and collaborating with Delivery and R&D teams. The role targets venture capital, private equity, and private credit funds and may involve supporting industry events and conferences.
Fintech • Software
Supports sales of Carta’s fund administration and investment management platform to venture capital, private equity, and private credit firms. Leads discovery, solution scoping, technical demonstrations, and consultative discussions with finance and legal executives. Partners with fund administration, product, delivery, sales, and R&D teams; advises emerging funds on formation and operations; provides technical coaching and contributes to product roadmap development and revenue goals.
Fintech • Software
Manage global partnerships with law firms, investment banks, compliance consultants, and other professional services organizations. Own the partnership lifecycle, including identifying opportunities, structuring and negotiating agreements, developing referral channels, and managing senior stakeholder relationships. Collaborate with legal delivery, sales, marketing, and operations teams to drive distribution and measurable commercial outcomes for Carta Law.
Fintech • Software
Act as day-to-day legal contact for institutional investors and asset managers, advising on transactional compliance risks (AML/CTF, bribery, financial crime). Review fund structures, SPVs and multi-jurisdictional ownership, coordinate materials with deal teams and counterparties, and ensure transactions close in compliance with regulations and internal policies.
Fintech • Software
Manage end-to-end LP transfer processes, supervise paralegals, serve as primary client contact for KYC/AML and transfer documentation, evolve client playbooks, support pitches, and partner with tech to improve AI-driven legal workflows for private funds.
Fintech • Software
Negotiate and execute high volumes of pre‑M&A contracts (NDAs, NRLs, joinders, engagement letters), act as primary day‑to‑day contact for fund and asset manager clients, maintain contract playbooks, mentor junior lawyers, use and improve AI-backed legal tools, and manage the full contract lifecycle from review to execution.
Fintech • Software
Lead negotiation of complex pre-M&A and multi-party agreements, manage key fund and asset manager client relationships, supervise external counsel, drive legal tech (Carta Ava/CLM) adoption, mentor junior lawyers and senior paralegals, and own the firm-wide clause library and playbook framework.
Fintech • Software
Prospect and qualify legal, fund, and asset manager leads through outbound outreach (LinkedIn, cold calls, digital). Book qualified meetings, maintain CRM accuracy, support sales collateral preparation, and monitor market trends to drive pipeline for Sales Directors.
Fintech • Software
Sell Carta Law to asset managers and legal services clients across EMEA. Own full sales cycle from outbound prospecting to close, influence C-level legal and finance buyers, manage complex multi-stakeholder deals, build customer relationships, and drive revenue through strategic sales planning and execution.
Fintech • Software
Perform KYC and AML due diligence on private equity fund transactions: analyze transaction and ownership structures, identify counterparties and risks, gather documentation, liaise with deal/legal/compliance teams, ensure regulatory and jurisdictional compliance, and flag issues to prevent deal delays.
Fintech • Software
Prepare initial drafts of LP transfer documents, liaise with transfer parties, assist execution workflows, and support lawyers and senior paralegals on high-volume fund matters. Contribute to client delivery, build commercial and legal expertise, and progress toward SQE qualification over time.
Fintech • Software
Provide high-volume contract support for the UK Contracts team: intake and first-round markup of NDAs and investment documents, first-round drafting for UK lawyers, manage client workflows and document portals, drive contracts to execution, and ensure fast, commercially sound, quality outputs.
Fintech • Software
Lead and deliver technically complex backend and full-stack projects, simplify architecture, mentor engineers, use AI-assisted tooling, and partner with product and design to build reliable, high-impact solutions.
