Customer Support Representative Job Vacancy in Carta Salt Lake City, UT – Latest Jobs in Salt Lake City, UT – updated today

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Company Name : Carta
Location : Salt Lake City, UT
Position : Customer Support Representative

Job Description : The Company You’ll Join

At Carta we create owners and make private markets liquid.

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners.

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft.

Learn more about our Series G fundraising round here.
The Team You’ll Work With

We are looking for an individual to work alongside our Investor Services Support team within our IS Organization to help build the world’s next great investor platform. 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.

The Problems You’ll Solve

The Investor Services (“IS”) Support Analyst II is responsible for providing solutions and nurturing successful, trusting relationships with all internal and external customers, including limited partners, high-profile investors, and VC firms by using excellent, in-depth knowledge of company products, programs, and equity, as well as communicating in a timely and appropriate manner with team members within the Support department.

Provide timely and accurate information to inbound customer requests via phone and email channels
Work closely with other departments to ensure customer needs are met
Ensure standard metrics are met in regards to Support contacts
Adhere to company policies and procedures in each interaction
Ensure accurate documentation of customer interactions within Salesforce to facilitate feedback between Support and Product, as well as with the customer
Triage incoming requests and identify trends/patterns across customer base in order to flag issues as well as potential solutions for the rest of the team
Identify, reproduce, and document bugs for the product and engineering teams
Conduct demos/webinars with customers as they are scheduled
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
The Impact You’ll Have

You’ll play a critical role in the transformation of the financial services industry by supporting our clients and helping them as questions and issues arise. In this role you will be responsible for interacting with both internal and external fund admin teams as well as LPs invested in funds on the platform, and be in an ideal position to keep a pulse on our customers’ needs.

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
Experience in a Customer Service or client-facing role within SaaS
Proficient in Excel
Equity, financial or venture capital background is a plus
The Interview Process

We’ll review your application and if interested will 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.
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at recruiting@carta.com. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

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