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Public Markets Client Services Manager

Company: Carta
Location: Salt Lake City
Posted on: January 16, 2022

Job Description:

The Company Youll Join

At 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 theyve 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 .


The Public Markets Admin Service Manager is responsible for providing best-in-class customer service for a specific portfolio of Public Market customers. They will be responsible for the successful onboarding and set-up of new public clients, project management, and ongoing daily support.

This role will be responsible for guiding customers through the process of going public with Carta, including conducting training on the differences between the private and public software, completing the public implementation, hosting lunch & learn sessions with the employees of the customers, and assisting with all preparation for successful public markets trading. The Public Markets Admin Service Manager maintains a distinguished level of knowledge and utilizes this knowledge to manage projects and carry them through to completion, assist in strategic decisions, and serve as a subject matter expert for others within the Public Markets team.


  • Work closely with the public CSM to co-own the client relationship throughout the onboarding and set-up process for public markets clients
  • Collaborate with internal teams to produce accurate share upload files via Excel and deposit shares into stakeholder accounts
  • Assist and educate clients on how to use the Carta software, specifically with regards to trading blackouts, officer codes, and pre-clearance processes
  • Leverage your expertise in public markets to conduct lunch & learn sessions with employees of clients and answer trading questions as-needed
  • Convey all pertinent information from the company to the Carta employee services team to ensure successful support of the employee population
  • Troubleshoot client-reported issues and develop solutions to problems or product limitations independently
  • Identify, reproduce, and document bugs for the product and engineering teams
  • Collect and document product enhancement feedback from clients; Attend regular product meetings and use the client feedback to drive the prioritization of the roadmap
  • Produce external and internal self-help content and process documentation for new and existing products and features
  • Support all administrative aspects of the Carta platform including issuance of new equity awards, HR integrations, expense reporting, and compliance
  • Autonomously identify, plan, and execute special projects of varying complexity and type
  • Leverage advanced critical thinking to perform reconciliations and develop accurate explanations of real or perceived discrepancies
  • Collaborate with multiple internal teams, including compliance, delivery management, sales, CSMs, expense reporting support, and legal
    • Bachelors degree in Finance or related field
    • Ability to effectively explain software limitations and suggest workarounds or creative solutions
    • Minimum 2 years in a customer-facing role
    • Excellent track record of customer service, effective communication, and project management
    • Expert-level understanding of Microsoft Excel including pivot tables, Vlookup, index-match, data-manipulation, and interpretation/explanation of complex calculations
    • Ability to quickly grasp new concepts
    • Willingness to self-teach, research, and understand public markets equity and behavior by reading from a variety of sources
    • Strong focus on teamwork and willingness to always do the right thing for customers
    • Understanding of the IPO process, regulations for plan shares of newly public companies, and the public markets in general
    • Proven experience in building and maintaining relationships with customers and internal team members
    • CEP Level 1 (ECA) understanding of taxes, securities laws, equity plans, and accounting
      • FINRA Series 7 and 63 licenses
      • Brokerage or transfer agent experience
      • CEP certifications
      • Previous public company equity administration experience
        Competencies: (Required within 6 months)
        • Expert-level understanding of Carta platform
        • Expert-level understanding of IPO process and public markets behavior
        • Understanding of strategic direction and goals for the Carta public markets team
        • Measurable progress towards industry mastery, either via FINRA licenses or other methods
          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 . 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 Jobble

Keywords: Carta, Salt Lake City , Public Markets Client Services Manager, Accounting, Auditing , Salt Lake City, Utah

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