Senior Account Specialist at Carta

Rio de Janeiro, State of Rio de Janeiro, Brazil

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Venture Capital, Private EquityIndustries

Requirements

Fluent in English with strong written and verbal communication skills
Responsive and able to complete tasks in a timely manner
Prior experience working in a customer support, customer success, or account management role
Experience working with customers via live interactions such as Zoom meetings, phone calls, and live chats
Experience working with Salesforce, Catalyst, or other account specialist and support ticketing systems
Diplomacy, tact, and poise under pressure, with a high tolerance for ambiguity
Growth mindset, proactive, and action-oriented
Customer success skills and demonstrated ability to work through difficult conversations, with the goal of preserving relationships
Excellent communication, listening, facilitation, and negotiation skills
Strong data analysis, organizational, and prioritization skills
Customer-centric and organized, able to work in a dynamic environment with multiple priorities
Cross-departmental collaboration and communication skills
Efficient time management

Responsibilities

Proactively respond to customer inquiries in a scaled manner
Seek to understand the challenges facing Carta’s customers and enable/empower them to utilize and extract value from Carta
Operate in a scaled client ownership structure to respond to sensitive customer inquiries regarding contract renewals, pricing increases, and escalations
Prioritize inbound customer requests based on factors including urgency, renewal timeline, churn risk factors, etc
Understand and execute basic contract renewal negotiations according to defined policies and processes
Manage account-level escalations by leveraging standard responses and working closely with management
Work between a variety of systems including Salesforce, Catalyst, and Jira
Educate customers about Carta features and products via email and live calls, leveraging knowledge of the Carta feature set, customer lifecycle, and self-help content

Skills

Salesforce

Catalyst

Jira

contract negotiations

customer escalations

account management

client support

Carta

Financial platform for fundraising and equity management

About Carta

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to navigate what can often be a complicated area. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that not only streamline fundraising but also support audit, tax, and valuation needs. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

San Francisco, CaliforniaHeadquarters

2012Year Founded

$1,097MTotal Funding

SERIES_GCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Risks

Increased competition from startups like Slice threatens Carta's market share.

Recent data breach raises concerns about Carta's data security.

Decline in venture deal count on Carta's platform indicates potential business slowdown.

Differentiation

Carta offers a comprehensive platform for managing equity electronically.

Carta provides real-time market intelligence powered by machine learning.

Carta simplifies equity sales for employees, stakeholders, and investors.

Upsides

Increased demand for digital equity management solutions benefits Carta.

Corporate Transparency Act creates a new market for Carta's compliance solutions.

Rising Series A valuations boost demand for Carta's services.

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