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Fintech • Software
Own integrated marketing campaigns across the UK and Europe, building Carta’s brand and generating qualified pipeline among private equity firms, venture capital firms, and founders. Manage campaign strategy, messaging, timelines, budgets, cross-functional execution, regional localization, performance reporting, and post-mortems. Partner with sales, content, brand, events, web, and product teams to deliver measurable commercial results and strengthen Carta’s presence in the European investor ecosystem.
Fintech • Software
Provide front-line email support to Europe-based Carta clients, manage cases and SLAs, conduct customer reviews and training, reconcile cap tables, identify product feedback, and collaborate with support and product teams. The role requires clear communication with executives, legal professionals, investors, and other stakeholders, along with strong organization, problem-solving, diplomacy, and attention to detail. The position requires working three days per week in Carta’s London office.
Fintech • Software
Review, negotiate, and finalize client engagement letters and other routine commercial contracts. Serve as the primary client contact, resolve contractual queries, maintain negotiation playbooks, and support the wider Contracts team. The role requires independent handling of pre-M&A agreements, collaboration with lawyers and paralegals, use of AI-backed legal tools, and practical advice to sophisticated financial-services clients.
Top Skills:
Ai-Backed Legal Tools
Fintech • Software
Leads Carta’s European fund accounting and administration business across the UK and Luxembourg. Responsibilities include managing and developing accounting teams, ensuring reporting quality and audit readiness, improving processes through technology and automation, scaling operations, overseeing client relationships and satisfaction, driving retention and expansion, and partnering with product and engineering to improve client outcomes and product adoption.
Fintech • Software
Manage the full lifecycle of inbound KYC requests, including intake, documentation review, client communication, record maintenance, and timely resolution. Apply global KYC and AML requirements, assess compliance issues, maintain audit-ready records, monitor regulatory changes, and escalate matters when necessary. The role operates in a high-volume, client-facing environment supporting asset managers and private equity firms.
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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 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.
Top Skills:
Ai Workflow AutomationClaudeNetSuiteYaypay
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.
Top Skills:
Accounting General LedgerAICRMData CollectionDigital KycInvestor PortalsPortfolio ManagementReporting And AnalyticsSaaSScenario Modeling
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.
Top Skills:
Carta PlatformDigital KycSaaS
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