Solutions Engineer

As a Solutions Consultant for Carta’s EU Investors team, you translate client needs into actionable, scalable fund administration and portfolio-management solutions. You’ll partner with Go-To-Market, Fund Administration, and Product to tailor demonstrations and proposals for venture capital, private equity, and private credit funds. You’ll influence the product roadmap through deep prospect insights and help clients optimize fund operations and investor communications. Your role combines technical finance know-how with strategic advisory to close deals and drive revenue. This is a chance to shape how sophisticated investment managers run their back offices with Carta’s platform.

• Lead technical demos and pre-sales discussions to scope requirements and demonstrate business impact
• Guided by Go-To-Market, work with prospects to identify the best solution across fund administration, portfolio management, and investor management
• Collaborate with Fund Administration, Delivery, and Product teams to own the technical aspects of sales cycles and partnerships
• Provide financial and product expertise to progress toward quarterly revenue targets
• Advise new funds on formation best practices and refer to external vendors when appropriate
• Contribute to the product roadmap based on in-depth conversations with prospects and clients
• Support BD at partner events and seminars
• Communicate confidently with executives in finance and legal domains

• Qualified accountant with 7+ years of experience in accounting or related areas (corporate finance)
• Deep understanding of fund structures (Private Equity, Venture Capital, Private Credit)
• Strong knowledge of back-office fund operations and fund administration
• Proven stakeholder management and client relationship skills
• Interest in software products addressing technical financial problems
• Ability to engage with prospective customers to diagnose problems and craft solutions
• Experience in SAAS customer-facing environments (nice-to-have)
• Experience in Fund Accounting / Fund Administration (nice-to-have)
• Knowledge of European Alternative Funds regulations (nice-to-have)

• stakeholder management
• excellent communication
• consultative advisory approach
• fund accounting knowledge (waterfall, financial reporting, analytics)
• product and technical financial expertise
• ability to lead technical product demos