Head of Investor Experience Product
Location: Santa Clara
Posted on: June 22, 2022
The Company You'll JoinAt Carta we create owners and make
private markets liquid.We live in a world where some people live on
the equity stack and enjoy exponential wealth growth and
preferential tax treatment; others live on the debt stack and may
work their entire lives for a company and retire only with the cash
they've managed to save from their paychecks. Our contribution to
solving the wealth inequality problem is moving people from the
debt stack (payroll) to the equity stack. By making it as easy to
issue equity to employees as it is to put them on payroll, we can
create more owners.At Carta, we are helpful, transparent, fair, and
kind. We are relentless executors, unconventional thinkers, and
masters of our craft.Learn more about our Series G fundraising
round here .On the Investor Services team, we're building the
operating system for Venture Capital. After finding product market
fit with our Fund Administration product and service in 2018, the
business has taken off. This year we will cross $100 in ARR for the
Investor Services business. Now we are helping customers and their
stakeholders extract value from Carta's products and services. To
do this, we build workflows between our services team, fund
managers, and Limited Partners. These workflows will feed into a
data platform where we can build reporting and insights. And
finally we create delightful experiences on top of this data that
solve VC "jobs to be done."We are hiring a product leader to head
our Investor Experiences team which is one of two main pillars
within the Investor Services R&D team. You will report to the
VP of Product for Investor Services.The Problems You'll SolveAs the
head of product for this problem area, you will build and nurture
the product team. You will drive product strategy and the roadmap
for a team of 15+ engineers and 3+ designers.There are four
distinct problem teams that fall under the oversight of this
- Firm Management : How do we help customers manage firm
operations? How do we bring more communication between clients and
fund admins into the application? How do we communicate the status
and progress of tasks betweens clients and Carta? How do we make
the firm portfolio easy to navigate?
- Investor Relations : How do we help customers manage and
communicate with their LPs? How do we help LPs stay informed about
firm performance and operations? How do help with fundraising
- Limited Partner Experience : How do we help LPs get
differentiated value from their Carta experience? How do we solve
for LP jobs to be done? How do we get LPs to recommend Carta to
- Investment Management (to be built): How do we help GPs manage
their portfolios? What insights can help GPs make good decisions
about investments. How do we accelerate the CompanyVC flywheel?
Some Of Your Northstars AreIn short you own the investor experience
for GPs and LPs regardless of what product they have bought.
- Support Tickets/Month Active User - measures client
- GP and LP NPS - measure client delight
- LP referrals - measures the strength of the GPLP flywheel If
you succeed you will play a role in revolutionizing the Venture
ecosystem and beyond.The Team You'll Work WithYou will be on the
Investor Services R&D team. We are a loony, yet passionate
bunch. We dream about changing the world by building the platform
for VC and PE. We care deeply about our customers - emerging
managers and other GPs, LPs, fund administrators, and tax/audit
professionals. We are relentless in our pursuit to create value for
them. We do so by deeply understanding the domain and their jobs to
be done. We listen to them obsessively and work incrementally to
change their worlds.We run towards hard and messy problems. We
serve the business, first and foremost, and invest in ourselves and
each other in service of that effort. We are owners and that is the
only title that matters.We take our work seriously, but are not too
serious. We take equal pride in solving complex business problems
like automating allocation calculations, as we do contributing to
our Slack emoji portfolio. The work other people find boring, we
make fun because of our perspective. We don't just manage our bug
backlog, we take pride in keeping it near 0. Every time we clear
the backlog, we celebrate by sporting mustaches.About You
- You are an org builder, a mentor, and seasoned people manager
and leader. You understand that leadership is responsibility.
Directing people's time is a right you earn through your work and
not a default based on your title.
- You operate based on first principles. When org building you
can scale through process or culture, and you default to the later.
You value and model critical thinking over box checking.
- You are empathic and driven by solving problems for your users.
You have the ability to dig deep into their problems and really
understand what drives them.
- You are a systems thinker and solve problems in a holistic way.
You draw data flow diagrams in your sleep and complexity makes you
- You traverse between altitudes with ease. You can think big
picture on product strategy in one moment and then get in the
trenches with your team to solve a P0 issue in the next.
- You are resourceful and scrappy in the right ways. You know
when to invest versus stand-up fake doors to validate a hypothesis.
You understand that sometimes the best path forward may not be
through building software.
- You can navigate ambiguity while bringing clarity to the
makers. Covid Vaccine PolicyIn an effort to safeguard the health of
our employees, Carta has implemented a policy requiring all new
hires to receive the COVID vaccine (including boosters as the
individuals become eligible for them). Proof of vaccination will be
required as a condition of employment. Carta will continue to
comply with applicable laws regarding the reasonable accommodation
of individuals with disabilities and/or strongly held religious
beliefs. This policy is part of Carta's ongoing efforts to ensure
the safety and well-being of our staff and community, and to
support public health efforts. 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, connect with us via email at
email@example.com . 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.
Keywords: Carta, Santa Clara , Head of Investor Experience Product, Accounting, Auditing , Santa Clara, California
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