Customer Support Specialist

Há 5 dias


Rio de Janeiro, Rio de Janeiro, Brasil Carta Tempo inteiro
About Carta

Carta is a leading platform that empowers individuals and organizations to manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

We serve over 40,000 companies and two million people in nearly 160 countries, managing cap tables, compensation, and valuations. Our platform also supports nearly 7,000 funds and SPVs, representing nearly $130B in assets under administration.

As a trusted partner, Carta has returned $14B to shareholders in secondary transactions and manages nearly three trillion dollars in equity globally.

About the Role

We're seeking a skilled Venture Capital Support Analyst to join our Investor Services Support team. As a key member of our team, you'll provide timely and accurate information to inbound customer requests via phone and email channels.

You'll ensure accurate documentation of customer interactions within Salesforce, facilitating feedback between Support and Product, as well as with the customer.

Triage incoming requests and identify trends/patterns across the customer base to flag issues and potential solutions for the team.

Conduct demos/webinars with customers as scheduled and 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.

Requirements
  • Proficient in English with excellent communication skills
  • Ability to articulate technical software issues and equity/finance/accounting-related questions in an accurate and concise manner
  • Comfortable learning quickly and taking on new challenges
  • Exhibit diplomacy, tact, and poise under pressure when working through customer issues
  • Strong sense of curiosity to solve problems
  • Experience in a Customer Service or client-facing role within SaaS
  • Proficient in Excel
  • Equity, financial, or venture capital background is a plus
Interview Process

We'll review your application and 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.

Important Security Notice

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels.

Awards and Acknowledgements

Carta has been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category, and certified as a Great Place to Work.


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