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 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
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.
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from an @carta.com domain.
What We Do
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.
Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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