Client Data Operations Analyst Seattle, WA

Carta connects founders, investors, and limited partners through world-class software for venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform supports software and services to help you build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Carta is shaping the future of private market infrastructure with a connected ERP for private capital. The Data Ops team is focused on delivering high-quality, auditable data to our customers. You will work within a team dedicated to reducing customer effort and empowering clients to take actionable insights from their private markets data. The Problems You’ll Solve As a Data Ops Analyst, you will be responsible for the lifecycle of quarterly data extraction and client reporting. Your primary objective is to ensure that extracted data is high-quality, timely, and actionable for our customers. Your core responsibilities will include: Quarterly Data Extraction: Manage the extraction of private markets data from accounting documents and performance reports. Quality & Timeliness: Ensure all data is extracted in a timely manner and meets our high standards for data quality. Customer Support: Provide timely and accurate front-line support for all customers that your segment services. Active Engagement: Proactively follow up with clients during each quarterly data campaign, providing clear tracking of what data is complete and ready for client review. Real-time Interaction: Engage with clients in real-time via phone or Zoom to resolve issues and guide them through their data. Process Improvement: Keep detailed documentation of client interactions to identify trends and drive operational and process improvements for the data ops team and the product teams. Project Management: Treat every data campaign as a project, ensuring all stakeholders are updated on progress and milestones. Subject Matter Expertise: Become an expert in private markets data, including financial metrics and KPIs. About You Communication: Fluent in English with the ability to articulate technical and complex concepts in a clear and concise manner. Analytical Skills: Knowledge of financial statements and common financial concepts with a strong sense of curiosity to solve problems. Organization: Highly organized with strong attention to detail and the ability to balance multiple active projects with competing priorities. Client Service: Care deeply about client services; you exhibit diplomacy, tact, and poise under pressure. Adaptability: Comfortable learning new technologies and platforms quickly in a fast-paced environment. Carta’s compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits. 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. #J-18808-Ljbffr Carta, Inc.