Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.
Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Problems You’ll Solve
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. As a Junior Salesforce Admin (Contract Lifecycle Management Admin) , you’ll work to:
- Collaborate with cross-functional teams (Legal, Sales, Finance, Procurement, IT, etc.) to gather and document requirements for CLM enhancements
- Analyze business needs to define functional and technical specifications for system updates
- Ensure alignment between contract workflows, approvals, and compliance requirements
- Configure and manage CLM workflows, approval process ,contract templates, data mapping, clauses, redlining and automation
- Oversee the implementation of new features and enhancements within the CLM platform.
- Support CLM system integrations with Salesforce and other tools
- Develop and execute unit test cases for CLM enhancements to ensure functionality meets business needs
- Coordinate User Acceptance Testing (UAT) with business stakeholders and resolve issues before deployment
- Manage CLM deployment to production, ensuring version control of contract templates and minimal business disruption
- Provide post-implementation support, troubleshoot issues, and collect feedback for continuous improvements
- Act as a point of contact for CLM-related queries, ensuring smooth contract execution
- Continuously improve contract workflows to enhance efficiency and reduce turnaround times
The Team You'll Work With
You’ll be joining our Business Systems Team, which is responsible for building, managing, and optimizing technology across every aspect of product sales and operational support at Carta. As the backbone of the business, our mission is to drive growth by developing the platform, infrastructure, and tools that keep the company running efficiently. We focus on long-term success by optimizing processes for both internal teams and customers. Our work drives efficiency gains by automating repetitive tasks to reduce manual work and boost productivity. We provide leadership with real-time, data-driven insights for strategic planning, enabling scalable growth by ensuring systems and processes can handle increasing demand. We bridge gaps between teams by integrating tools and workflows, ensuring compliance and security by properly governing business-critical data. Additionally, we streamline processes such as deal approvals, contract execution, and billing, accelerating revenue recognition and shortening time-to-revenue.
About You
- 3+ years of total experience and minimum of 2 years of Salesforce Configuration or Salesforce Administration experience required
- Basic knowledge of Salesforce Admin and SOQL (Salesforce Object Query Language), with the ability to configure and optimize queries for CLM integration
- Experience with CPQ and/or contract lifecycle management tools collaborating with deal desk, legal operations, or sales operations teams
- Experience with Conga CLM or similar CLM solutions
- Advanced proficiency in Microsoft Word, including advanced formatting, styles, and automation features
- Strong understanding of contract structures, clauses, redlining, and approval processes.
- Experience collaborating with legal, sales, finance, deal desk, and procurement teams to align contract processes
- Excellent teamwork skills with a positive attitude
- Demonstrated ability to meet deadlines, handle, and prioritize multiple requests simultaneously
- Creative and analytical thinker with strong problem-solving skills
Preferred but not required
- Bachelor’s degree in Business, Legal Studies, Finance, or a related field (or equivalent experience).
- Experience with DocuSign, Adobe Sign, Conga Sign, and their integration with CLM platforms
- Proficiency with tools like Conga Composer for automated document generation
- Knowledge of contract template setup, data field mapping between CLM platforms and integrated systems, clause libraries, and version control for document automation
At Carta, you’re not just an employee. You’re a builder who is 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.
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].
Top Skills
What We Do
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, and represents 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 ground-up to support the strategic impact of the fund CFO.
Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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