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For Companies At a Glance
- Tasks: Support clients by addressing inquiries and building strong relationships.
- Company: Join Carta, a leader in financial software for private markets, trusted by 40,000+ companies.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
- Why this job: Be part of a team shaping the future of financial infrastructure while making a real impact.
- Qualifications: Fluent in English, excellent communication skills, and a passion for client service required.
- Other info: Experience in fast-paced environments is a plus; we value curiosity and problem-solving.
The predicted salary is between 28800 - 48000 £ per year.
The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.
Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that – it’s a new category of software to make private markets look more like public markets – a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
We are looking for an individual to work alongside our Carta Europe Support team within our International 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 that is located in Europe. As their primary point of contact, you will address inbound requests/inquiries over 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.
- Build strong customer relationships with customers while providing excellent customer support
- Provide timely and accurate front-line support for all customers that your support segment services
- Proactively follow-up with your clients and stay actively engaged from the day a case is opened
- Proactively review customer case data to identify where customers can improve competency
- Ensures proper adherence to Service Level Agreements (SLAs) across all channels
- Prepares for, schedules, and conducts case review meetings and trainings with assigned customers
- Takes on additional projects to drive product improvement, engages with product teams as necessary
- Maintains a close relationship with Support leadership team to ensure alignment with overall Support goals
- Reconciles cap table
- Collect feedback on support cases to improve product functionality
- Become an expert in our security and escalation practices
About You
- Fluent in English – both written and verbal – to communicate effectively with EU-based clients
- 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
- Ability to establish and maintain relationships with power users
- 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
- Experience in a fast paced, client facing environment is a plus!
- Experience learning new technologies, platforms, and systems is a plus!
Disclosures:
- 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, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.
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Customer Support Analyst employer: Menlo Ventures
Contact Detail:
Menlo Ventures Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Support Analyst
✨Tip Number 1
Familiarise yourself with Carta's software and services. Understanding their fund administration platform and how it supports clients will give you an edge in conversations during the interview process.
✨Tip Number 2
Brush up on your communication skills, especially in a customer support context. Practice articulating technical issues clearly and concisely, as you'll need to explain complex concepts to clients who may not have a technical background.
✨Tip Number 3
Research common challenges faced by clients in the private capital markets. Being able to discuss these issues and how you can help solve them will demonstrate your proactive approach and understanding of the industry.
✨Tip Number 4
Network with current or former employees of Carta if possible. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
We think you need these skills to ace Customer Support Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Customer Support Analyst at Carta. Familiarise yourself with their software and services to demonstrate your knowledge in your application.
Tailor Your CV: Customise your CV to highlight relevant experience in customer support, particularly in a fast-paced environment. Emphasise your communication skills and any experience dealing with clients or stakeholders.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client services and your ability to solve problems. Mention specific examples from your past experiences that align with the job description.
Proofread Your Application: Ensure your application is free from spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Menlo Ventures
✨Know Your Product
Familiarise yourself with Carta's software and services. Understanding how the platform works and its benefits will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Showcase Your Communication Skills
Since you'll be interacting with various stakeholders, practice articulating complex ideas clearly and concisely. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've solved customer issues or improved processes. Highlight your analytical skills and how you approach problem-solving, as this is crucial for a Customer Support Analyst.
✨Emphasise Relationship Building
Prepare to talk about how you've built strong relationships with clients or colleagues in the past. Show that you understand the importance of customer service and are passionate about creating positive experiences for clients.
