Solutions Engineer

Carta
London
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 7+ yearsSkills: ["Stakeholder management","Client relationship management","Communication","Technical coaching"]

Collaborate with the EU investors Go-To-Market team to identify customer needs and scope Carta’s holistic fund administration solutions. Lead technical discovery and demos, connecting customer requirements to product and fund-accounting expertise (e.g., waterfall, reporting, analytics). Partner with Fund Administration and Product teams throughout sales cycles, contribute to revenue goals, and provide technical coaching across the GTM team.

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FursaFursa
Carta
Carta
3 days ago

Solutions Engineer

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 9 months ago

Job Summary

Collaborate with the EU investors Go-To-Market team to identify customer needs and scope Carta’s holistic fund administration solutions. Lead technical discovery and demos, connecting customer requirements to product and fund-accounting expertise (e.g., waterfall, reporting, analytics). Partner with Fund Administration and Product teams throughout sales cycles, contribute to revenue goals, and provide technical coaching across the GTM team.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Accompany the Go-To-Market team on calls to understand investment firm needs and pain points, scope solutions, and communicate business impact to decision makers.
  • •Lead technical aspects of sales cycles and partnership conversations, using product and fund-accounting knowledge (e.g., waterfall, financial reporting, analytics).
  • •Interface with prospects and strategic channel partners to scope requirements and build confidence in Carta products; lead technical demos.
  • •Provide product and technical financial expertise to support progress toward quarterly revenue goals and contribute to the product roadmap through prospect conversations.
  • •Support BD team events and provide technical coaching to Go-To-Market team members as needed.

Key Requirements

  • •Qualified accountant with 7+ years of experience in accounting or a relevant area such as corporate finance.
  • •In-depth understanding of fund structures (private equity, venture capital, or private credit).
  • •Strong understanding of venture capital or private equity, ideally back-office fund operations and fund administration.
  • •Proven stakeholder or client relationship management experience with excellent communication skills.
  • •Interest in software products that solve technical financial problems and in engaging prospective customers to address operational needs.
Experience:7+ yearsSaaSFund administrationVenture capitalPrivate equityPrivate credit
Skills:Stakeholder managementClient relationship managementCommunicationTechnical coaching
Languages:English

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn