Deal Desk Analyst Rio de Janeiro - Rio de Janeiro, Rio de Janeiro, Brazil - Tbwa Chiat/Day Inc

    Tbwa Chiat/Day Inc
    Tbwa Chiat/Day Inc Rio de Janeiro, Rio de Janeiro, Brazil

    há 2 dias

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    Bancos / Empréstimos
    Descrição

    Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.

    Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, representing nearly $130B in assets under management in venture capital and private equity.

    Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

    Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed from the ground up to support the strategic impact of the fund CFO.

    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. Carta operates in multiple business units and closes a variety of deals with customers every day. Each deal grows the highly visible ARR (annual recurring revenue) metric and impacts revenue accounting, billing and collections, and our legal relationship with the customer.

    As a Deal Desk Analyst, you'll work to:

    • Assist the sales team with the creation of customer contracts, quotes, and subscriptions.
    • Work in Salesforce.com and other customer management tools to review bookings and ensure key data points are accurate.
    • Analyze the impact to ARR of new and upsell deals closed.
    • Assist in implementing new quoting and contract management systems.
    • Review and sign customer contracts and order forms to ensure compliance with the Carta MSA and internal policies.
    • Manage approval process for non-standard contract and billing terms and pricing/discounts.
    • Identify custom terms that can impact revenue recognition and help to resolve with the revenue accounting team.
    • Create internal documentation to help guide our sales team and provide them the information they need to work within Carta policy.
    • Participate cross-functionally in the roll-out of new product offerings.
    • Work to implement team strategies that increase automation of the ARR reporting process leveraging new and existing subscription management tools.

    The Team You'll Work With

    You'll be joining our Deal Desk team as a member of the finance and accounting organization and will interact heavily with the Sales, Legal, and Customer Success teams. This role will have a high level of visibility in the sales and billing process with end-to-end responsibilities in executing contracts.

    About You

    This role will enhance the availability of information on Carta's ARR, enabling quicker decisions based on recent sales data, and help to streamline standard Deal Desk processes in a fast-growing company. You will also help us create more efficiency around the contracting process, ensuring that we can bill, collect, and appropriately recognize revenue for customers across our business units.

    You will be successful in this role if you:

    • Have knowledge of finance, revenue accounting, and sales operations.
    • Have at least 2+ years of experience managing order-to-cash processes.
    • Have used tools like Salesforce.com and/or a CPQ system.
    • Proficiency with Google Sheets/Microsoft Excel.
    • Are experienced with billing, subscription, and contract management systems.
    • Are comfortable in a fast-paced environment that includes adhering to SLAs and high volume interactions with both people and systems.
    • Have experience effectively communicating complex processes or workflows to many different levels of stakeholders.
    • Have implemented new systems or automated processes.
    • Have strong organizational and process-building skills.

    At Carta, you're not just an employee. You're a builder 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.

    Please submit your resume/CV in English

    We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.

    Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from an @carta.com domain.

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    While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree.

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