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. 

To learn more, here is what one of our investors wrote about leading our Series F. 

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. 

To learn more, here is what one of our investors wrote about leading our Series F. 

The Team You’ll Work With

We are looking for an extraordinary individual to work alongside our SLC Core Services SMB/MM Support team within our Delivery Organization to help build the world’s next great financial infrastructure company.

The Problems You’ll Solve 

In this role you will interact directly with Carta’s client-base. As their primary point of contact, you will address inbound requests/inquiries over phones and emails. A successful candidate will be comfortable and confident in written and verbal communication with all of Carta’s stakeholders including C-level executives, employees, law firms (partners and paralegals), as well as investors/board members. You will need to be able to learn quickly, execute smoothly, and intuitively solve problems.

  • Resolve customer inquiries in a timely and professional manner 
  • Maintain an in-depth understanding of the software platform as well as all of Carta’s business units - Private Markets, Public Markets, Investor Services, and Valuations.
  • Compose thoughtful, personalized responses for a variety of customer requests
  • 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
  • Assist with product development by testing new features and bug fixes as well as surfacing customer feedback
  • Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation

About You

  • Care deeply, genuinely, and passionately about client services and the role it plays in making a customer-centric company successful
  • Comfortable learning quickly and taking on new challenges
  • Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in a clear and concise manner
  • Highly organized with a strong attention to detail
  • Possess a helpful and professional attitude with excellent verbal and written skills
  • Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems 

 

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.

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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