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.
We founded Carta LLC in 2019 with a mission to expand Carta’s total addressable market and acquire more nodes in the ownership graph outside Venture; It’s our first step into alternative assets including Private Equity, Real Estate, Professional Services Organizations, Roll-ups, and other non-tech operating companies.
You’ll be joining a high growth team in a critical moment in time where we grow from 100 to 1000 customers.
As a member of the LLC support team, you’ll work to:
- Deliver white-glove customer service while foster meaningful relationships with our clients to insure that they get maximum value from our software
- Serve as a technical product expert to respond to queries from clients, the business and other internal departments
- Identify, recommend, test, and implement operational procedure improvement. You’ll contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation
- Maximize customer satisfaction through a timely and accurate resolution of customer inquiries/issues
- Provide timely and accurate information to inbound customer requests via phone, email, and Zoom Video calls
- Work closely with product, engineering, business development, training, and other departments to ensure customer needs are met
- Ensures accurate documentation of customer interactions within Salesforce to facilitate feedback between Support and Product, as well as with the customer
- Triage incoming requests and identify trends/patterns across customer base in order to flag issues as well as potential solutions for the rest of the team
- Take on additional projects to drive product improvement, engages with product teams as necessary
The Team You’ll Work With
This team will build strong relationships with our LLC customers, deliver magical experiences to our clients, develop processes and training materials, and be the voice of our customers to our product team. This is an exciting opportunity to build a new team in a mature, late stage private company.
About You
- Experience building relationships in a fast paced, client facing environment is a plus!
- Able to quickly learn and understand our SaaS platform configuration and troubleshoot system issues
- Ability to simplify technical language and translate it into comprehensible documentation for our clients
- Ability to multitask while maintaining quality and productivity
- 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
- Exhibit diplomacy, tact, and poise when communicating with clients or customers
- Driven to help and solve problems
- Experience learning new technologies, platforms, and systems is a plus!
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.
Top Skills
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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