Support Analyst, Corporations

Carta•Sandy, UT

About The Position

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. 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.

Requirements

Fluent in English with 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
Excited to take on new challenges
Ability to articulate technical and complex concepts in a clear and concise manner
Ability to balance multiple active projects
Exhibit diplomacy, tact, and poise when communicating with clients or customers
Driven to help and solve problems

Nice To Haves

Experience in a fast paced, client facing environment is a plus!
Experience learning new technologies, platforms, and systems is a plus!

Responsibilities

Provide timely and accurate front-line support for all customers that your support segment services
Proactively follow-up with your clients and stay actively engaged from the day a case is opened
Engage with clients real-time via phone or zoom
Keep documentation of client interactions so that you and your teammates can identify and address trends through process improvement
Become an expert in our security and escalation practices
Train your clients based on the understanding you have acquired while working with them