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Carta

Fintech platform streamlining fundraising, equity, back-office

Procurement Operations Specialist

Procurement & SourcingConfirmed live in the last 24 hours
Full-timeSandy, UT, USANo salary listedIn-person

About the Job

Requirements

  • At least 3 years of experience in procurement, sourcing, or vendor management.
  • Working knowledge of procure-to-pay processes, including how agreements, approvals, purchase orders, invoices, and payments connect.
  • Experience investigating a discrepancy and resolving it with Accounts Payable.
  • Hands-on experience improving a workflow with AI tools or automation, including an example of what was built and what improved.
  • Working knowledge of contract negotiation and sourcing sufficient to handle lower-risk purchases.
  • Strong project management skills and the ability to keep many tasks moving at once.
  • A service mindset, with responsive and clear communication and good judgment when information is incomplete or requests are urgent.
  • Comfort working with data, spreadsheets, and procurement or finance systems.

Responsibilities

  • Keep purchase requests, approvals, and contract signatures moving, and follow up on stalled items.
  • Keep contracts, purchase orders, and system records aligned when scope, term, or value changes.
  • Investigate supplier issues across contracts, purchase orders, invoices, and payments, and secure a resolution.
  • Manage straightforward purchases, including software, consulting, marketing, events, hotels, and office purchases, from quote to signed agreement.
  • Build, test, and maintain AI-enabled workflows that reduce cycle time and manual work.
  • Own process and system projects, including improvements to the procurement platform, Zip.
  • Track cycle time, rework, and time saved, and use the results to select the next improvement.
  • Support procurement managers across the team.

Desired Qualifications

  • Technology or software sourcing experience.
  • Marketing sourcing experience.
  • Experience in financial services, such as fintech, banking, or broker-dealer environments.
  • Experience administering a procurement platform such as Zip.
  • Experience with no-code or low-code automation tools.
  • Experience training employees on procurement systems and processes.
  • Exposure to mergers and acquisitions activity.

About the Company

Carta

Fintech platform streamlining fundraising, equity, back-office

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.1B
Headquarters
San Francisco, CA
Founded
2012

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