Technical Implementations Specialist

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. 

The Technical Implementation Specialist  is responsible for bridging the gap between our core LPPA  extraction tool engine and our clients’ downstream internal systems. You are essentially the "Last Mile" problem solver. While our platform excels at turning unstructured investment documents into structured data, our clients cannot realize the full value of that data if it doesn't "talk" to their existing downstream systems (like eFront, Investran, or internal ERPs).You will be responsible for solving the "Last Mile" delivery problem—ensuring that the data we extract is not just accurate, but immediately actionable within the client's unique technical ecosystem. This involves navigating complex data mapping, managing secure connectivity across diverse IT infrastructures, and acting as the go-to  for delivering  bespoke integration solutions in the template the client needs under tight deadlines.

The team's core mission is to solve the "Last Mile" problem in data delivery and utilization, specifically focusing on custom integration.

Our platform excels at transforming unstructured investment documents into structured data. However, this data only achieves its full value when it seamlessly integrates with a client's existing downstream systems (such as eFront, Investran, or internal ERPs).

The Custom Integration Lead acts as the crucial bridge between our core data extraction engine and these client-specific systems. This role is responsible for ensuring the extracted data is immediately actionable within the client's unique technical environment.

This involves:

• Act as the primary technical point of contact for new clients requiring custom delivery solutions.
• Analyze client downstream system requirements to draft comprehensive Functional & Technical Specification files.
• Navigating complex data mapping requirements.
• Managing secure connectivity across diverse IT infrastructures.
• Leading a technical team to deliver bespoke integration solutions in the client-required format and under tight deadlines.
• Facilitate daily stand-ups to track progress, remove blockers, and ensure alignment with the delivery roadmap.
• Perform Internal QA on custom templates (Excel, CSV, JSON) to ensure 100% accuracy against the signed-off specifications.
• Act as the first line of defense for production issues: perform initial triage and investigation of reported bugs.

 

The Team You’ll Work With

You’ll be joining our Custom Integrations Team, a specialized engineering and delivery pod within the broader R&D and Implementation/delivery teams

Our team is the critical link between our core LPPA engine and the production environments of the world’s leading Limited Partners (LPs). We are a high-impact, agile unit consisting of a Lead, a Tech Lead, and Developers, dedicated to architecting bespoke data transformation and delivery solutions. By ensuring our data integrates seamlessly into diverse downstream systems, we directly enable our clients to achieve real-time visibility into their private market investments. Our work is the final, essential step in the value chain, turning raw extracted data into a functional, automated asset for our customers.

About You

We are looking for a collaborative and detail-oriented lead who enjoys the challenge of turning complex data into seamless client solutions.

• Technical Liaison. You act as the primary technical point of contact for new clients, translating complex downstream system requirements into comprehensive Functional and Technical Specification files.
• Integration Architect. You are adept at navigating complex data mapping requirements and are familiar with secure connectivity across diverse IT infrastructures, including APIs, SFTP, SharePoint, and Cloud Storage.
• Agile Delivery Lead. You are comfortable leading a specialized technical team to deliver bespoke integration solutions in client-required formats while maintaining alignment with strict delivery roadmaps and deadlines.
• Operational Driver. You are familiar with tools like  Jira and Confluence, using them to govern the full development lifecycle, prioritize backlogs, document technical specs, and facilitate daily stand-ups to remove blockers.
• Quality : You take a hands-on approach to Internal QA, ensuring 100% accuracy against signed-off specifications before any data is delivered to a stakeholder.
• First-Line Responder. You act as the first line of defense for production issues, performing the initial triage and root-cause investigation of reported bugs before prioritizing engineering tickets.
• 3+ years of experience recommended in technical implementation, integration engineering, or technical project management.