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Customer Support Specialist for Venture Capital
Há 1 mês
We are seeking a skilled Customer Support Specialist to join our Venture Capital team at Carta. As a key member of our Investor Services Support team, you will provide timely and accurate information to inbound customer requests via phone and email channels. Your primary responsibilities will include ensuring accurate documentation of customer interactions within Salesforce, triaging incoming requests, and identifying trends/patterns across the customer base. You will also conduct demos/webinars with customers as scheduled and provide front-line support for all competencies managed by the IS Support Team.
Key Responsibilities
- Provide timely and accurate information to inbound customer requests via phone and email channels
- Ensure accurate documentation of customer interactions within Salesforce
- Triage incoming requests and identify trends/patterns across the customer base
- Conduct demos/webinars with customers as scheduled
- Provide front-line support for all competencies managed by the IS Support Team
About You
- Able to communicate professionally in English with English-speaking clients
- Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in an accurate and concise manner in English both verbally and in writing
- Comfortable learning quickly and taking on new challenges
- Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems
- Demonstrates an ability to communicate in a timely and accurate manner with customers and internal teams
What We Offer
We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, maintain a professional community, and work as one team. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.
