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