Overview
As a primary EU-based contact, you help Carta customers navigate the private capital platform with confidence. You’ll build strong relationships while delivering timely, accurate front-line support and coordinating with cross-functional teams to improve the product. Your work drives customer satisfaction, supports SLAs, and informs product improvements through feedback. You’ll work closely with the London office and contribute to a customer-centric support culture that scales with our growth.
Responsibilities
- Manage inbound inquiries from EU customers via email and other channels
- Build and maintain strong customer relationships and ensure excellent support experiences
- Provide timely, accurate front-line support and proactive follow-ups from case opening to resolution
- Review case data to identify improvement opportunities and raise product feedback
- Adhere to SLAs across all channels and coordinate case reviews and trainings with customers
- Lead or participate in projects to drive product improvements and align with Support goals
- Maintain security/escalation practices and educate customers on processes
- Reconcile cap tables and ensure data accuracy
- Collaborate with leadership and product teams to ensure aligned support strategies
- Prepare, schedule, and conduct case review meetings and trainings with assigned customers
- Becoming an expert in our security and escalation practices
Key requirements
- Fluent in English (written and verbal)
- Strong client-service mindset and genuine care for customer success
- Quick learner with ability to manage new challenges
- Ability to explain technical software issues and equity/finance questions clearly
- Highly organized with strong attention to detail
- Ability to build and maintain relationships with power users
- Professional, helpful demeanor with excellent communication skills
- Diplomacy and poise under pressure; curious to solve problems
- Experience in fast-paced, client-facing environments is a plus
- Experience learning new technologies/platforms is a plus
- No visa sponsorship available
- customer-centric mindset
- effective communication
- relationship-building
- expressing technical issues clearly
- understanding equity/finance/accounting concepts
- security and escalation practices
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