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Client Support Specialist

2 meses atrás

Rio de Janeiro, Rio de Janeiro, Brasil CARTA Tempo inteiro

Join Our Dynamic Team

We are in search of an exceptional individual to collaborate with our Channel Support team within the Corporations Delivery Organization, contributing to the development of a leading financial infrastructure enterprise.

Key Responsibilities

  • As a primary contact for our clients, you will manage incoming requests and inquiries via phone and email. The ideal candidate will demonstrate confidence and proficiency in both written and verbal communication with various stakeholders, including executives, employees, legal professionals, and investors.
  • Cultivate robust relationships with paralegals and law firm sponsors to enhance Carta's credibility.
  • Proactively analyze customer case data to pinpoint areas for paralegal competency enhancement.
  • Ensure compliance with Service Level Agreements (SLAs) across all communication channels.
  • Act as the main liaison for top-tier law firms.
  • Organize, prepare for, and facilitate case review meetings and training sessions with designated clients.
  • Identify and communicate cap table discrepancies to clients in a timely manner.
  • Engage in additional projects aimed at product enhancement, collaborating with product teams as needed.
  • Maintain a close partnership with the Support leadership team to align with overarching Support objectives.
  • Serve as a mentor and subject matter expert for fellow Support team members and other organizational staff.
  • Reconcile cap tables and manage other equity-related projects, including repricing, stock splits, and share conversions.
  • Support new companies onboarding to Carta through partnerships with law firms and accelerators.
  • Gather feedback on support cases to inform product functionality improvements.

About You

  • Proficient in English, both written and spoken.
  • Passionate about client services and its critical role in fostering a customer-centric organization.
  • Quick learner, eager to embrace new challenges.
  • Capable of articulating technical software issues and addressing finance-related inquiries clearly and concisely.
  • Highly organized with meticulous attention to detail.
  • Skilled in establishing and nurturing relationships with key users.
  • Possess a professional demeanor with excellent communication skills.
  • Demonstrate diplomacy, tact, and composure under pressure while resolving customer issues, coupled with a strong curiosity to find solutions.

We are an equal opportunity employer committed to providing a positive interview experience for all candidates. We value fairness, helpfulness, transparency, and leadership, and we build our teams around these principles.

Important Security Notice for Candidates

Please be aware that our company has been targeted by individuals creating fraudulent domains. All official communications will originate from our verified domain. Exercise caution regarding any requests for sensitive information or payments outside of our official channels.

Awards and Recognition

Carta has been recognized by various companies and funds, and has received accolades for its contributions to the industry.

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