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Implementations Specialist
Implementations Specialist
CartaHybridRio de JaneiroFintechFull-timeGrowth
About the role
Carta is seeking an Implementations Specialist to join their Rio SMB/MM Team, focusing on onboarding clients to their software platform. This role involves establishing strong customer relationships, migrating data, coordinating with clients and law firms, and training users on Carta's software. The ideal candidate will be proficient in Excel, have strong project management skills, and possess a passion for financial services and customer success. This position is crucial for setting clients up for long-term success and contributing to Carta's mission of unlocking equity ownership.
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