Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

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.

The role involves tasks like analyzing business operations and identifying customer needs in order to bring the two closer together. They should maintain a high attention to detail, strong quantitative analysis, and have the ability to juggle multiple competing priorities across a variety of audiences (from IC’s to senior / exec level staff).

Analytical Excellence

Ability to track and analyze reports and data queries
Identify customer needs and align processes with the customer journey
Develop operational improvement plans informed by data
Skills with the use of Google Drive Suite, such as Word and Excel
Leverage strong quantitative and analytical skills to address specific data requests and find correlations from analysis
Experience with advanced computer systems and BI analytics systems, such as Looker, Salesforce, HTML and maintains some knowledge of content management systems
Ability to tell the story of the customer journey through a growing level of business acumen and, ultimately, learning how to improve the lives of both internal and external stakeholders
Manage quality, costs and the efficiency of the organization
Reengineers and streamlines processes to improve efficiency, leverage and productivity
Trains Client Services operations staff.
Conducts operational research.
Solves complex problems relating to the operation of the Client Services
Stays up-to-date on software that is commonly used in the industry.
Conducts operational research.
Solves complex problems relating to the operation of the Client Services
Stays up-to-date on software that is commonly used in the industry.

Drive Operational Excellence “Think Big Picture”

Analyzes how information is recorded and how the process can be improved.
Analyzes customer needs and determines how operations can be altered to improve service to customers and better meet their needs.
Works to increase the value of a business.
Manage quality, costs and the efficiency of the organization.
Reengineers processes to improve efficiency.
Oversees quality control(s)
Trains Client Services operations staff.
Conducts operational research.
Solves complex problems relating to the operation of the Client Services
Stays up-to-date on software that is commonly used in the industry.

Workflow / Process Enablement

Oversees quality control(s) with the tools and processes that they implement
Recommends process improvements for every day operating procedure
Promotes a smooth delivery system for products and services to clients
Able to create and drive an Implementation Plan or Business Plan

The Team You'll Work With

We are looking for a Delivery Operations Analyst to join our GTM Operations Department. The Operations Analyst will be responsible for owning and driving tasks that overall benefit the delivery organization. Their primary objective is to assist the teams they partner with to leverage process improvement, analytical excellence, and tools implementation to better drive a more efficient cost-to-serve model.

About You

Problem solving and investigative skills - Proactive approach that end up solving high leverage problems
People skills - willing and able to speak confidently to senior leadership when it comes to key process improvement opportunities
Self motivated and dependable -
Project management skills / Ability to meet deadlines - Meet Performance to schedule timeline on key initiatives / operational tasks
Adaptable and proactive - displays “can do” winning approach to every operational encounter
Consistency, accuracy and prowess to execution - maniacal focus to excellence and integrity
Leadership capabilities - ability to cross-functionally communicate with leadership
Multitasking - able to swiftly move through projects with perseverance and poise

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.