Implementations Specialist Rio De Janeiro, Brazil - Rio de Janeiro - Tbwa Chiat/Day Inc

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

    há 12 horas

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    Descrição

    Unlock Equity Ownership Potential

    About Carta

    Carta develops cutting-edge software that revolutionizes traditional accounting into a powerful growth engine.

    Our world-class fund administration platform supports nearly 7,000 funds and SPVs, managing over $130B in assets under management in venture capital and private equity.

    We empower over 40,000 companies across 160+ countries to manage their cap tables, valuations, taxes, equity programs, compensation, and more.

    The Implementation Specialist Role

    As an implementation specialist, you will become an equity expert, utilizing this knowledge to onboard our clients onto the Carta software, ensuring long-term success.

    You will focus on:

    • Establishing strong customer relationships through timely and high-quality onboarding processes.
    • Migrating and maintaining client data accuracy in Carta's Onboarding Spreadsheet.
    • Coordinating inputs from clients and their law firms.
    • Training clients on using Carta Software.
    • Continuously improving the onboarding process efficiency and effectiveness.

    Team You'll Work With

    Carta seeks an Implementation Specialist to join our Rio SMB/MM Team as part of our larger Delivery team.

    This role requires a passion for financial services, building customer relationships, project delivery, and analytical problem-solving.

    About You

    To succeed, you should have:

    • Proficiency in Excel and experience with CRMs (preferably Salesforce).
    • Eagerness to learn or experience working with Mixmax, Talkdesk, and Guru.
    • Strong project management and organizational skills to handle multiple on-boardings (40+) simultaneously.
    • Familiarity with Private Equity and Capitalization.
    • Excellent people skills and empathy.
    • Ability to work cross-functionally with teams.
    • Willingness to adapt and continuously improve processes and teamwork.
    • A helpful and professional attitude with diplomacy, tact, and poise under pressure.


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