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Venture Capital Customer Support Specialist
2 meses atrás
As a Venture Capital Customer Support Specialist at Carta, you will play a pivotal role in fostering effective communication and providing solutions to our valued clients. Your primary responsibility will be to ensure a seamless experience for our customers by addressing their inquiries and concerns with professionalism and expertise.
About CartaCarta is a leading platform dedicated to managing equity, empowering businesses, and facilitating investments in innovative companies. Our mission is to democratize equity ownership, making it accessible to a broader audience.
With a trusted network of over 40,000 companies and two million individuals across nearly 160 countries, Carta manages cap tables, compensation, and valuations. We also support approximately 7,000 funds and SPVs, overseeing nearly $130 billion in assets. Our tender offer solutions have successfully returned $14 billion to shareholders through secondary transactions, and our platform currently manages nearly three trillion dollars in equity worldwide.
Your Responsibilities- Respond promptly and accurately to customer inquiries via phone and email.
- Document customer interactions in Salesforce to enhance communication between Support and Product teams.
- Analyze incoming requests to identify trends and potential solutions for the team.
- Conduct product demonstrations and webinars for clients as needed.
- Provide comprehensive support for all areas managed by the Investor Services Support team.
- Contribute to team knowledge and success through mentorship and collaboration.
You will collaborate closely with the Investor Services Support team within our Venture Capital division, focusing on building a world-class investor platform. Our team prioritizes customer satisfaction, continuous learning, problem-solving, and data security.
Candidate Profile- Excellent communication skills in English, both verbal and written.
- Ability to articulate technical software issues and address finance-related inquiries effectively.
- Quick learner with a proactive approach to challenges.
- Strong interpersonal skills, demonstrating diplomacy and composure under pressure.
- Timely and accurate communication with customers and internal teams.
- Experience in customer service or client-facing roles within the SaaS industry.
- Proficiency in Excel.
- Background in equity, finance, or venture capital is advantageous.
We will review your application and, if selected, arrange a phone interview to discuss your qualifications. Successful candidates will complete a written assessment followed by a formal interview with multiple panels covering various aspects of the role.
Carta is an equal opportunity employer, committed to providing a positive interview experience for all candidates. We value fairness, transparency, and leadership, and we strive to build our teams around these principles.