Teams at Carta

Provide fund administration and CFO services for SBIC and private equity clients, including capital calls, distributions, financial statements, audit and tax support, LP communications, SBA compliance, and regulatory reporting. Manage client relationships, review waterfalls and carried interest allocations, oversee deliverables, support software and process improvements, review AI-generated accounting outputs, ensure SOC compliance, and mentor team members.

Leads Carta’s North American contracts legal team, overseeing client accounts, contract quality, service levels, escalations, staffing, revenue, onboarding, and team performance. The role manages and coaches lawyers, supports hiring and training, participates in sales pitches, drives technology adoption, improves playbooks, and ensures delivery aligns with operational, financial, and client-service objectives. Candidates must be qualified attorneys with substantial commercial contracts experience and at least five years post-qualification experience.

Leads product marketing for Carta’s private equity and venture capital segments. Owns buyer personas, full-funnel messaging, enterprise content systems, AI-powered marketing infrastructure, integrated outbound campaigns, and campaign measurement. Partners with demand generation, integrated marketing, sales enablement, and creative teams to improve positioning, content quality, engagement, and pipeline impact.