Full-Time

Support Analyst

Channel

Confirmed live in the last 24 hours

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Fintech
Financial Services

Entry, Junior

Draper, UT, USA

Category
Customer Support
Customer Success & Support
Requirements
  • 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
Responsibilities
  • Interact directly with Carta’s client-base as their primary point of contact
  • Address inbound requests/inquiries over phones and emails
  • 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
  • Ensure proper adherence to Service Level Agreements (SLAs) across all channels
  • Serve as Point of Contact for top law firms
  • Prepare for, schedule, and conduct case review meetings and trainings with assigned customers
  • Proactively identify and communicate cap table errors to customers
  • Take on additional projects to drive product improvement, engage with product teams as necessary
  • Maintain a close relationship with Support leadership team to ensure alignment with overall Support goals
  • Serve as a mentor and subject matter expert for internal Support members and other members of the organization
  • Reconcile cap table and 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

Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a range of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed decisions about employee compensation. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta combines software with expert services to create a more comprehensive solution for its clients. The goal of Carta is to make fundraising faster, easier, and more cost-effective for businesses.

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

3%

1 year growth

0%

2 year growth

-9%
Simplify Jobs

Simplify's Take

What believers are saying

  • Carta's extensive suite of tools and services can significantly streamline the fundraising process, making it easier and more cost-effective for startups and investors.
  • The company's ability to provide real-time market intelligence and robust data sets can help businesses make more informed decisions, particularly in compensation and equity management.
  • Partnerships with firms like Herzog and proactive compliance solutions position Carta as a trusted and innovative leader in the fintech space.

What critics are saying

  • The recent data breach incident could undermine client trust and impact Carta's reputation in the market.
  • A decline in venture deal counts and cash raised, as reported, may affect Carta's revenue and growth prospects.

What makes Carta unique

  • Carta's platform uniquely integrates machine learning to provide real-time market intelligence and compensation data, setting it apart from traditional financial services.
  • The company's focus on simplifying equity sales and back office automation offers a comprehensive solution that addresses multiple pain points for startups and investors.
  • Carta's proactive approach to compliance, such as offering a free Corporate Transparency Act compliance solution, demonstrates its commitment to regulatory support and client ease.

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Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months