Carta - Support Analyst
Responsibilities
• Provide timely and accurate front-line support for all customers • Proactively follow-up with your clients and stay actively engaged from the day a case is opened • Engage with clients real-time via email and phone or zoom • Keep documentation of client interactions so that you and your teammates can identify and address trends through process improvement • Become an expert in our security and escalation practices • Train your clients based on the understanding you have acquired while working with them • Maintain an in-depth understanding of the software platform as well as all of Carta’s business units - Private Markets and Valuations. • 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 • Fluent in English with strong written and verbal communication skills • Experience working in a client facing role, preferably a call-center or similar style work environment • Customer Obsessed : Care deeply and passionately about the customer experience, and is able to maintain customer satisfaction scores even when case volume is high • Customer Obsessed • Problem Solver : Driven to help and solve problems both for your clients and your team • Problem Solver • Ownership : Take ownership of problems and enjoy making contributions to process improvements • Ownership • Poised : Exhibit diplomacy, tact, and poise when communicating with clients or customers • Poised : • Adaptable : Able to thrive in ambiguous environments and be nimble to changes • Adaptable • Even if you don’t have all of the qualifications we’ve listed, please apply if you believe you could be impactful in this role!
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