The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

To learn more, here is what one of our investors wrote about leading our Series F. 

The Team You’ll Work With

We are looking for an extraordinary individual to work alongside our Investor Services Support team within our IS 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. 

The Problems You’ll Solve 

The Investor Services (“IS”) Support Analyst II is responsible for providing effective customer service for all internal and external customers, including limited partners, high-profile investors, and VC firms by using excellent, in-depth knowledge of company products, programs, and equity, as well as communicating effectively with team members within the Support department.

• Provide timely and accurate information to inbound customer requests via phone and email channels
• Work closely with other departments to ensure customer needs are met
• Ensure standard metrics are met in regards to Support contacts
• Adhere to company policies and procedures in each interaction
• 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
• Identify, reproduce, and document bugs for the product and engineering teams
• 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

The Impact You’ll Have

You’ll play a critical role in the transformation of the financial services industry by supporting our clients and helping them as questions and issues arise. In this role you will be responsible for interacting with both internal and external fund admin teams as well as LPs invested in funds on the platform, and be in an ideal position to keep a pulse on our customers’ needs.

About You

• Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in a clear and concise manner 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 strong ability to clearly communicate with customers and internal teams internally
• Experience in a Customer Service or client-facing role within SaaS
• Equity, financial or venture capital background
• Proficient in Excel

The Interview Process

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.

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, connect with us via email at [email protected]. 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.

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, connect with us via email at [email protected]. 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.