Account Specialist

26 minutes ago
Junior
Customer and Technical Support
Carta

Carta

Carta provides a comprehensive platform that assists innovators throughout their journey from initial concept to initial public offering, focusing on enhancing equity ownership accessibility for a broader audience.

Capital Markets
1K-5K
Founded 2012
$1100M raised

Description

  • Respond to sensitive customer inquiries in a scaled, pooled structure.
  • Prioritize inbound requests based on urgency, renewal timing, and churn risk.
  • Use AI-driven insights to prepare for client engagements and renewal conversations.
  • Negotiate contract renewals within defined policies and processes.
  • Manage account-level escalations in coordination with management.
  • Work across systems including Claude, Salesforce, and Jira.
  • Educate customers about Carta features, products, and self-help resources via email and live calls.
  • Lead discovery around private liquidity and IPO advisory services.
  • Participate in cross-functional projects to design, standardize, and scale customer processes.
  • Partner with cross-functional teams to improve customer outcomes.

Requirements

  • Experience in customer support, customer success, account management, or renewals.
  • Experience interacting with customers via Zoom, phone calls, and live chats.
  • Experience with Salesforce, Catalyst, or other CSM and support ticketing systems.
  • Fluency in English with strong written and verbal communication skills.
  • Ability to respond quickly and complete tasks in a timely manner.
  • Strong diplomacy, tact, poise under pressure, and tolerance for ambiguity.
  • A growth mindset, proactive approach, and action-oriented work style.
  • Excellent communication, listening, facilitation, and negotiation skills.
  • Strong data analysis, organizational, and prioritization skills.
  • Adaptability in the face of changing business needs and team focus.

Benefits

  • Equal opportunity employer committed to a positive interview experience.
  • Accommodations available for candidates with disabilities or medical conditions.
  • E-Verify employment authorization process in the United States.
  • Official communications only from @carta.com or @carta-external.com domains.

Interested in this position?

Apply directly on the company website

Apply Now

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