Full-Time
Salesforce Admin
Posted on 3/23/2023
Carta
1,001-5,000 employees
Financial platform for fundraising and equity management
Compensation Overview
$150 - $30k
Mid
San Francisco, CA, USA
- Support the Venture Capital team on day to day salesforce operational issues
- Understand the detailed requirements by participating and driving grooming sessions with the business leads
- Execution of the salesforce configurations and deployments to the higher environments as per the requirement
- Understand and document the existing Delivery process
- Review and document the flows where we need improvement
- Analytical mindset.You will be working across multiple business teams where you'll need to evaluate the impact on the existing process and design a scalable solution
- Debugging Skills. First level of triage on the priority issues will be done by admins. You'll need to debug the existing flow/code
- Team Player. Priority issues are sometimes with the integrated application with Salesforce. You will need to coordinate with the teams in order to solve the issues
- Change Management. We follow a change management process where all the changes need to be tracked in JIRA and follow the deployment process
- Salesforce Flow. Most of our business enhancements requests will be handled using the Flows. You should be able to either create/enhance flows accordingly
- Service Cloud . You should have experience in the service cloud working on the case management like e-mail to case, case assignment rules
- Experience with an onboarding tool
- 3+ years of experience encouraged
Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a range of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed decisions about employee compensation. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta combines software with expert services to create a more comprehensive solution for its clients. The goal of Carta is to make fundraising faster, easier, and more cost-effective for businesses.
Company Stage
Series G
Total Funding
$1.1B
Headquarters
San Francisco, California
Founded
2012
6 month growth
↑ 1%1 year growth
↑ 0%2 year growth
↓ -8%
Simplify's Take
What believers are saying
- Carta's extensive suite of tools and services can significantly streamline the fundraising process, making it easier and more cost-effective for startups and investors.
- The company's ability to provide real-time market intelligence and robust data sets can help businesses make more informed decisions, particularly in compensation and equity management.
- Partnerships with firms like Herzog and proactive compliance solutions position Carta as a trusted and innovative leader in the fintech space.
What critics are saying
- The recent data breach incident could undermine client trust and impact Carta's reputation in the market.
- A decline in venture deal counts and cash raised, as reported, may affect Carta's revenue and growth prospects.
What makes Carta unique
- Carta's platform uniquely integrates machine learning to provide real-time market intelligence and compensation data, setting it apart from traditional financial services.
- The company's focus on simplifying equity sales and back office automation offers a comprehensive solution that addresses multiple pain points for startups and investors.
- Carta's proactive approach to compliance, such as offering a free Corporate Transparency Act compliance solution, demonstrates its commitment to regulatory support and client ease.
Benefits
Free lunch and snacks
Equity
Employee liquidity every 12-18 months