Carta

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.. If selected, we’ll begin the process with a phone interview, followed by a video panel.. Access to comprehensive on demand mental health program through Modern Health. Learning & development resources. Companies and funds like Tribe and Pipe build their businesses on Carta.

customer support analyst

The Company You’ll Join Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally. 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: <ul><li> Provide timely and accurate front-line support for all customers that your support segment services </li><li> Proactively follow-up with your clients and stay actively engaged from the day a case is opened </li><li> Engage with clients real-time via phone or zoom </li><li> Keep documentation of client interactions so that you and your teammates can identify and address trends through process improvement </li><li> Become an expert in our security and escalation practices </li><li> Train your clients based on the understanding you have acquired while working with them </li></ul>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 <ul><li> Fluent in English with strong written and verbal communication skills </li><li> Highly organized with strong attention to detail as our work is subject to many legal regulations </li><li> Care deeply, genuinely, and passionately about client services </li><li> Excited to take on new challenges </li><li> Ability to articulate technical and complex concepts in a clear and concise manner </li><li> Ability to balance multiple active projects </li><li> Exhibit diplomacy, tact, and poise when communicating with clients or customers </li><li> Driven to help and solve problems </li><li> Experience in a fast paced, client facing environment is a plus! </li><li> Experience learning new technologies, platforms, and systems is a plus! </li></ul>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: <ul><li> Equity </li><li> Health, dental, and vision insurance covered at up to 100% </li><li> Access to comprehensive on demand mental health program through Modern Health </li><li> 401k + matching </li><li> Minimum time off of 15/day per year, and flexible beyond that </li><li> Parental Leave </li><li> Fertility Benefits </li><li> Unlimited book reimbursement </li><li> Learning & development resources </li><li> Robust Employee Resources Groups </li><li> Employee Assistance Program </li></ul>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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta. Important Security Notice for Candidates Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com . Awards and Acknowledgements Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies , Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies . We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S. , a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work . Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.

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