Customer Support Analyst, Fund Administration

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 a Fund Administration Support Analyst you’ll work to provide solutions and nurture successful, trusting relationships with all internal and external customers. You will:

• Provide timely and accurate information to inbound customer requests via phone and email channels
• Ensure 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
• Conduct demos/webinars with customers as they are scheduled
• Provide front-line Support for all competencies managed by the IS Support Team
• Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation

We are looking for an individual to work alongside our Investor Services Support team within our Fund Administration Organization to help build the world’s next great investor platform. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, maintain a professional community and work as one team. 

* English Fluency Required*

• Able to communicate professionally in English with English-speaking clients
• Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in an accurate and concise manner in English both verbally and in writing
• Comfortable learning quickly and taking on new challenges
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems
• Demonstrates an ability to communicate in a timely and accurate manner with customers and internal teams 
• Experience in a Customer Service or client-facing role within SaaS
• Proficient in Excel
• Equity, financial or venture capital background is a plus

We’ll review your application and if interested will schedule a phone interview to get to know each other. If that goes well, you’ll be given a written assessment to complete, and the final stage is a formal interview with several panels covering different aspects of the position.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: 

•  $74,290.00- $87,400.00 in Seattle ($35.72 hourly - $42.02 hourly)

*Annualized salary based on estimated 40 hour hours per week before overtime

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.