At a Glance
- Tasks: Collaborate with investment firms to create tailored solutions and lead technical demos of Carta's products.
- Company: Join Carta, a leading tech company transforming private market infrastructure.
- Benefits: Enjoy competitive salary, health benefits, and opportunities for professional growth.
- Why this job: Make an impact in the finance world with innovative software solutions.
- Qualifications: Experience in finance or tech, strong communication skills, and a passion for problem-solving.
- Other info: Dynamic team environment with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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.
The Team You’ll Work With
We’re looking for talented Solutions Consultants to join our EU Investors team. Our customers are primarily Venture Capital, Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors. As a member of the Solutions Consultant team, you will collaborate with the Go-To-Market team in their sales process with investment firms to identify and build the best solution for the customer. Our offering includes fund administration services, portfolio management, investor management, investor portal, digital KYC and data collection. We offer a tech-focused platform for investment managers to manage their investment portfolio, fundraise and manage investor relationships. They are supported by a best in class team of fund accountants that they will work with on a day to day basis. You will partner closely with the Fund Administration and Product teams to be an expert on our product and service offerings. You will work with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals. You will also work with established and upmarket fund managers, providing consultative advice to help them improve their fund operations and LP communications with Carta’s industry leading technology.
The Problems You’ll Solve
- Impart confidence and gain trust and faith of the prospects in Carta’s holistic fund administration solutions.
- Tactically, entails accompanying the Go-To-Market team on calls with investment firms to understand in depth the customer needs and pain points, “connect the dots” to scope a solution and communicate the business impact to key decision makers.
- Partner closely with all team members of the Fund Admin team (in particular Delivery and Product teams) to lead the technical aspects of sales cycles and partnership conversations.
- ‘Technical’ refers to product and fund accounting knowledge (such as financial and equity technicalities including but not limited to waterfall, financial reporting, analytics, etc.).
- 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.
- Communication fluency with executives particularly in finance and legal domain is required.
- Provide product and technical financial expertise to drive meaningful progress towards a team quarterly revenue goal.
- Be a key contributor to the Carta product roadmap based on holding in-depth conversations with prospects.
Solutions Engineer employer: Carta
Contact Detail:
Carta Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Solutions Engineer
✨Tip Number 1
Network like a pro! Reach out to folks in the venture capital and private equity space on LinkedIn. Join relevant groups and engage in discussions to get your name out there. You never know who might have a lead on a Solutions Engineer role!
✨Tip Number 2
Prepare for those interviews by understanding Carta’s products inside and out. Dive into our platform, explore its features, and think about how you can articulate its benefits to potential clients. This will show you’re not just another candidate, but someone who truly gets what we do.
✨Tip Number 3
Practice your pitch! When you get the chance to interview, be ready to demonstrate how you can connect the dots for clients. Think of scenarios where you’ve solved problems or improved processes in previous roles. We want to see that consultative mindset in action!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Carta team. Let’s make it happen!
We think you need these skills to ace Solutions Engineer
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role and our mission shine through. We want to see that you’re genuinely excited about joining Carta and making a difference in the private capital markets.
Tailor Your CV: Make sure your CV is tailored to the Solutions Engineer role. Highlight relevant experience and skills that align with what we’re looking for, especially in fund administration and technical expertise. This helps us see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for Carta. Use it to explain how your background and skills can help solve the problems we face. Be specific and connect your experiences to our needs.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our culture and values while you’re at it!
How to prepare for a job interview at Carta
✨Know Your Stuff
Make sure you understand Carta's platform and how it fits into the private capital markets. Brush up on fund administration, portfolio management, and investor relations. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex problems in previous roles. Think about times when you had to connect the dots for clients or improve operations. This will demonstrate your ability to think critically and provide consultative advice.
✨Practice Technical Demos
Since you'll be leading technical demos, practice explaining Carta's products clearly and concisely. Use real-world scenarios to illustrate how the software can solve specific pain points for potential clients. This will help you feel more confident during the interview.
✨Communicate Like a Pro
Brush up on your communication skills, especially when discussing financial and legal concepts. Be prepared to engage with executives and convey complex information in an accessible way. This will be crucial in building trust with prospects and decision-makers.