Customer Support Analyst, Corporations

The Company You’ll Join

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.

Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management 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 setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.

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

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:

All of our US employees can expect the following benefits: 

• Equity
• Health, dental, and vision insurance covered at up to 100%
• Access to comprehensive on demand mental health program through Modern Health