Deal Desk Analyst

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

This role will be 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.

The Problems You’ll Solve 

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 has impacts on revenue accounting, billing and collections, and our legal relationship with the customer.

Some of the responsibilities you’ll have are:

• 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 give 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 Impact You’ll Have

This role will have the opportunity to increase the availability of information of 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 to create more efficiency around the contracting process, creating a more streamlined experience for our sales team and ensuring that we are able to bill, collect, and appropriately recognize revenue for customers across our business units.

You will be successful in this role if you:

• Have a knowledge of finance, revenue accounting, and sales operations
• Have at least 2+ years 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
• Have experienced with drafting and reviewing contracts for accuracy and completeness
• Are comfortable with 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 

Disclosures:

• 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. 
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].