Solutions Engineer
Job description
A Solutions Consultant role on Carta's EU Investors team, partnering with the Go-To-Market team to scope and sell Carta's fund administration and investor management solutions to venture capital, private equity and private credit funds. The role combines fund accounting expertise with pre-sales technical consulting.
At a glance
- Work mode
- Remote
What you'll do
- Accompany the Go-To-Market team on calls with investment firms to understand customer needs and pain points, scope a solution and communicate business impact to key decision makers
- Partner closely with the Fund Admin team (in particular Delivery and Product teams) to lead the technical aspects of sales cycles and partnership conversations
- Interface (pre-sales) with prospects and strategic channel partners to scope requirements and build confidence in Carta's products
- Lead technical demos of Carta products
- Provide product and technical financial expertise to drive progress towards a team quarterly revenue goal
- Be a key contributor to the Carta product roadmap based on in-depth conversations with prospects
- Partner closely with R&D, sales and delivery leadership
- Provide technical coaching to all members of the Go-To-Market team as needed
- Support BD team at partner offsite seminars and events
- Advise new venture capital funds on best practices and refer them to additional vendors such as fund formation lawyers and tax professionals
- Provide consultative advice to established and upmarket fund managers to improve fund operations and LP communications
What we're looking for
- Qualified accountant with 7+ years of experience in accounting or another relevant area such as corporate finance
- In-depth understanding of fund structures (Private Equity, Venture Capital, or Private Credit)
- Strong understanding of Venture Capital or Private Equity, ideally with regards to back office fund operations and fund administration
- Experience working in private markets within Luxembourg, including familiarity with Luxembourg fund structures and the local regulatory environment
- Proven track record of stakeholder management or client relationship management and excellent communication skills
- Interest in software products built to solve technical financial problems and in talking to prospective customers
Nice to have
- Experience working in a SAAS customer facing role
- Experience in a Fund Accounting / Fund Administration role
- Knowledge and experience of European Alternative Funds regulations
Your team
EU Investors team
Solutions Consultant team collaborating with the Go-To-Market team; customers are primarily Venture Capital, Private Equity and Private Credit Funds.
Apply
About Carta
The connected platform and AI-native ecosystem for private capital
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions.
Key facts
- Private capital software and services
- Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries
- 10,000 funds and SPVs representing $250B+ in assets under management
- Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work