Sales Operations Manager

Sales Operations Manager to design and improve sales processes, manage projects, and drive efficiencies.

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Team You'll Work With

You will be joining our Sales Operations team. Our Sales Operations team is a lean, agile group that supports 4 revenue lines and 200+ reps. You’ll be joining as a Sales Operations Manager focused on designing, enforcing, and improving sales processes and working on large cross-functional initiatives. The projects we tackle are broad, but a few examples would be segmentation and swim lanes, defining sales processes, or implementing a quote-to-cash system.

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. As a Sales Operations Manager, you’ll work to:

Serve as a business architect and project manager for requests to change or create new Sales processes. You will lead projects from start to finish ensuring successful completion, including gathering business requirements, designing processes, working with system admins to build these processes in our tools, and providing clear, concise documentation to train sales on any changes.
Create and use reporting as a tool to drive efficiencies and make informed decisions.
Own the operational pieces of new product rollouts – ensuring approvals, quoting, contracting, and reporting are working seamlessly.
Partner with Sales Strategy on strategic initiatives including any changes to sales teams, segmentation, or swim lanes.
Design, document, and enforce ROEs, including diplomatic mediation when there are swim lane disputes.

About You

5+ years of experience in sales operations, revenue operations or business operations recommended.
Prior experience at a SaaS company.
Understanding of sales cycle and processes.
Strategic, structured thinker with strong analytical skills.
Results driven self-starter with a get-it-done approach. You have a growth mentality and view what you do as a part-owner and builder of Carta.
Experience driving cross-functional projects end-to-end and managing stakeholders at all levels. Ability to negotiate and influence priorities across organizations at all levels.
Clear and concise communication skills, verbal and written. Excellent presentation skills. Ability to communicate the right level of information to different audiences.
Comfortable working in a fast-paced environment while dealing with ambiguity.
Foundational Excel skills and proficiency with a logic language (SQL, Python, Excel).
Advanced skills in SFDC. SFDC Admin certification or prior experience administering tools is a plus. Familiar with Outreach, ZoomInfo, Chili Piper, LeanData, Qualified, Marketo, Bizible, Zuora, CaptivateIQ and Looker or other BI tools is a plus.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $123,000-$145,000 in San Francisco, CA. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Disclosures:

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, please connect with the talent partner via email.
Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.

For more information about our offices and culture, check out our Carta careers page.

The Team You'll Work With

The Problems You'll Solve

Serve as a business architect and project manager for requests to change or create new Sales processes. You will lead projects from start to finish ensuring successful completion, including gathering business requirements, designing processes, working with system admins to build these processes in our tools, and providing clear, concise documentation to train sales on any changes.

Create and use reporting as a tool to drive efficiencies and make informed decisions.

Own the operational pieces of new product rollouts – ensuring approvals, quoting, contracting, and reporting are working seamlessly.

Partner with Sales Strategy on strategic initiatives including any changes to sales teams, segmentation, or swim lanes.

Design, document, and enforce ROEs, including diplomatic mediation when there are swim lane disputes.

About You

5+ years of experience in sales operations, revenue operations or business operations recommended.

Prior experience at a SaaS company.

Understanding of sales cycle and processes.

Strategic, structured thinker with strong analytical skills.

Results driven self-starter with a get-it-done approach. You have a growth mentality and view what you do as a part-owner and builder of Carta.

Experience driving cross-functional projects end-to-end and managing stakeholders at all levels. Ability to negotiate and influence priorities across organizations at all levels.

Clear and concise communication skills, verbal and written. Excellent presentation skills. Ability to communicate the right level of information to different audiences.

Comfortable working in a fast-paced environment while dealing with ambiguity.

Foundational Excel skills and proficiency with a logic language (SQL, Python, Excel).

Advanced skills in SFDC. SFDC Admin certification or prior experience administering tools is a plus. Familiar with Outreach, ZoomInfo, Chili Piper, LeanData, Qualified, Marketo, Bizible, Zuora, CaptivateIQ and Looker or other BI tools is a plus.

Salary

Disclosures:

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, please connect with the talent partner via email.

Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.