Delivery Operations Analyst - Carta

The Company You’ll Join

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.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

The duties of an Operations Analyst include managing the flow of a workplace and optimization of day-to-day activities. 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).

Requirements:

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.

* English Fluency Required*

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

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.
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
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 security@carta.com.

Last updated: 17 hours ago

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