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Operations & Strategy Manager - Investor Services

Company: Carta
Location: San Francisco
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 Team Youll Work With

This role is on the Investor Services Operations team, reporting to the Head of Investor Services Operations. This is a pivotal role where you will partner directly with our Investor Services Delivery, GTM, and Product team leaders to solve some of the toughest challenges we face as a business. As Manager, Operations & Enablement youll own key initiatives that directly support our overall Company priorities of (1) delivering the best possible client experience, (2) enabling exponential growth, and (3) building systems for scale. To do this, you will partner with cross-functional leaders to improve critical processes, develop and execute a strategy for Delivery team training and content, scale and functionalize our operations, and design a world-class post-sale customer experience. You will lead and grow a team of Delivery Operations and Enablement specialists in this role.

The Problems Youll Solve

In This Role, You Will

At Carta we are building an ownership network that changes how assets are acquired, valued, and transacted. Were seeking an experienced Manager, Operations & Enablement who loves solving complex problems to help us continue to build the worlds next great financial infrastructure company.

  • Manage and execute on cross-functional efforts to improve our post-sale processes for both customers and our internal teams
  • Drive scale across our Delivery teams by supporting leadership on critical initiatives such as reorganizing out post-sales team structure, improving the quality of data we use to manage the business, designing a streamlined end-to-end customer journey, and driving product adoption among our Delivery teams
  • Oversee the design and development of Enablement solutions across a variety of mediums (e.g., classroom, virtual, e-learnings, content, coaching, video, on the job support) to improve the way we deliver services to our customers
  • Measure the impact of your solutions and iterate on solutions over time to drive continuous improvement
  • Oversee the development new hire onboarding programs that decrease ramp time of incoming Delivery team members and partner with onboarding program managers to ensure success About You
    • Demonstrated experience in building lasting relationships with senior level Delivery, Sales, and Product leaders
    • Excels in executing, establishing priorities, and meeting swift deadlines in a fast-paced, rapidly changing environment
    • Ability to identify customer needs, understand pain points, and design processes to improve customer journey
    • Ability to develop operational improvement plans informed by data, and work effectively with a diverse set of stakeholders to execute on these plans
    • Proficiency with streamlining and reengineering processes to drive efficiency, leverage and productivity
    • Ability to quickly ramp on our suite of Investor Services products, as well as the underlying processes that we use to deliver these products
    • Excellent written and communication skills
    • Familiarity with standard learning creation tools (e.g., LMS) and knowledge management tools (e.g., Guru) are a plus
      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 recruiting@carta.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.by Jobble

Keywords: Carta, San Francisco , Operations & Strategy Manager - Investor Services, Executive , San Francisco, California

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