Support Analyst, Channel

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. 

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration 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 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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. 

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

The Team You’ll Work With

We are looking for an extraordinary individual to work alongside our Channel Support team within our Corporations Delivery Organization to help build the world’s next great financial infrastructure company.

The Problems You’ll Solve 

• In this role you will interact directly with Carta’s client-base. As their primary point of contact, you will address inbound requests/inquiries over phones and emails. A successful candidate will be comfortable and confident in written and verbal communication with all of Carta’s stakeholders including C-level executives, employees, law firms (partners and paralegals), as well as investors/board members. You will need to be able to learn quickly, execute smoothly, and intuitively solve problems.
• Build strong customer relationships with paralegals and Law Firm sponsors which build credibility for Carta
• Proactively review customer case data to identify where paralegals can improve competency
• Ensures proper adherence to Service Level Agreements (SLAs) across all channels
• Serves as Point of Contact for top law firms
• Prepares for, schedules, and conducts case review meetings and trainings with assigned customers
• Proactively identifies and communicates cap table errors to customers
• Takes on additional projects to drive product improvement, engages with product teams as necessary
• Maintains a close relationship with Support leadership team to ensure alignment with overall Support goals
• Serves as a mentor and subject matter expert for internal Support members and other members of the organization
• Reconciles cap table and is able to take on other equity projects such as repricing, stock splits and share conversions
• Support Launch companies that onboard to Carta through Law Firm Partners and accelerators
• Collect feedback on support cases to improve product functionality

About You

• Fluent in English - both written and verbal
• Care deeply, genuinely, and passionately about client services and the role it plays in making a customer-centric company successful
• Comfortable learning quickly and taking on new challenges
• Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in a clear and concise manner
• Highly organized with a strong attention to detail
• Ability to establish and maintain relationships with power users
• Possess a helpful and professional attitude with excellent verbal and written skills
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems 

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.