Customer Support Analyst, Corporations

Customer Support Analyst, Corporations

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can 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. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

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 our customers' primary point of contact, support analysts will address inbound requests / inquiries over phone, chat and email. A successful candidate will be comfortable and confident in written and verbal communication with whichever of Carta's stakeholders they end up working with. This could include C-level executives, customers' employees, law firms (partners and paralegals), as well as investors / board members.

As a support analyst, the responsibilities and duties you can expect include :

• Provide timely and accurate front-line support for all customers that your support segment services
• Proactively follow-up with your clients and stay actively engaged from the day a case is opened
• Engage with clients real-time via phone or zoom
• Keep documentation of client interactions so that you and your teammates can identify and address trends through process improvement
• Become an expert in our security and escalation practices
• Train your clients based on the understanding you have acquired while working with them

The Team You'll Work With

Our team's mission is to provide excellent customer service by leveraging our knowledge of equity and Carta to reduce customer effort and empower clients to efficiently manage their ownership.

As a support analyst, you will have the opportunity to support one of product lines including : Cap Table Management, Carta Partner Program, Carta for LLCs, Launch, and Carta Total Compensation.

About You

Fluent in English with strong written and verbal communication skills

Highly organized with strong attention to detail as our work is subject to many legal regulations

Care deeply, genuinely, and passionately about client services

Excited to take on new challenges

Ability to articulate technical and complex concepts in a clear and concise manner

Ability to balance multiple active projects

Exhibit diplomacy, tact, and poise when communicating with clients or customers

Driven to help and solve problems

Experience in a fast paced, client facing environment is a plus!

Experience learning new technologies, platforms, and systems is a plus!

Even if you don't have all of the qualifications we've listed, please apply if you believe you could be impactful in this role!

Our Interview Process :

If selected, we'll begin the process with a phone interview, followed by a video panel. We host our video panels every other week on Wednesday. Let your recruiter know if you need any scheduling accommodations.

Benefits :

Equity

Health, dental, and vision insurance covered at up to 100%

Access to comprehensive on demand mental health program through Modern Health

401k + matching

Minimum time off of 15 / day per year, and flexible beyond that

Parental Leave

Fertility Benefits

Unlimited book reimbursement

Learning & development resources

Robust Employee Resources Groups

Employee Assistance Program

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.