Valuation Enablement Specialist

Job Description

At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is hiring a Valuation Enablement Specialist to join the Valuation team. This is a pivotal role where you will partner with analysts on the Valuation team to support the explosive growth Carta is experiencing. You will work directly with clients to facilitate their valuation requests, board approvals, and option issuances. As a primary point of contact for valuation issues, you will address client inquiries and requests by email and phone and coordinate with the valuation analyst on the client’s behalf. As a Valuation Enablement Specialist you will also be responsible for initial review of client documents, company, industry, and market research, and general analyst support. The ideal candidate will be comfortable communicating with executives, attorneys, and investors. This role will provide a front row seat into the world of private company finance and the valuation of early-stage companies. As a Valuation Enablement Specialist you will become knowledgeable about capitalization tables, valuation approaches, and types of equity as well as gain exposure to executives and investors.

Responsibilities:

• Support Carta customers in compiling and submitting required information for their valuations
• Facilitate financial data collection, organization, verification, and reconciliation for valuation analysts
• Review and analyze client documents
• Perform research on companies, industries, and markets
• Communicate progress updates and facilitate discussions between clients and valuation analysts
• Educate clients on policies and platform functionality related to 409A valuations, board approval workflows, and options issuance
• Resolve customer inquiries in a timely and professional manner
• Maintain an in-depth understanding of Carta’s software platform and products
• Triage incoming requests and identify trends/patterns across customer base in order to flag issues as well as potential solutions
• Identify, reproduce, and document bugs for the product and engineering teams
• Assist with product development by testing new features and bug fixes as well as surfacing customer feedback
• Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation

Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics or a related field
• Comfortable learning quickly and taking on new challenges
• Ability to address finance-related questions in a clear and concise manner
• Knowledge of financial statements and common financial concepts
• Experienced multi-tasker with ability to balance dozens of projects at any given time
• Highly organized with a strong attention to detail
• Possess a helpful and professional attitude with excellent verbal and written skills
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

Carta is a Series E company and is backed by top-tier VCs like Andreessen Horowitz, Lightspeed Venture Partners, Meritech Capital, and more. We are an equal opportunity employer. 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. Please read about our candidate privacy policy here . Apply for this job