Senior Account Specialist

Carta; Rio de Janeiro; Presencial; BRL 30.000 - 70.000; Tempo integral

Resumo da oferta

Join a forward-thinking company that connects founders and investors through innovative software solutions. In this dynamic role, you will be part of a dedicated team focused on enhancing customer experiences and retention. Your responsibilities will include managing customer inquiries, executing contract negotiations, and educating clients about the platform's features. This position offers an opportunity to make a significant impact in a rapidly evolving environment, where your skills in communication and problem-solving will be highly valued. If you thrive in a collaborative setting and are eager to contribute to customer success, this role is perfect for you.

Qualificações

• Fluent in English with strong written and verbal communication skills.
• Prior experience in customer support or account management roles.
• Strong data analysis and organizational skills.

Responsabilidades

• Respond to customer inquiries regarding contract renewals and pricing.
• Manage account-level escalations and educate customers about features.
• Prioritize and handle inbound customer requests efficiently.

Conhecimentos

Customer support experience

Communication skills

Time management

Data analysis

Negotiation skills

Problem-solving

Diplomacy and tact

Growth mindset

Ferramentas

Salesforce

Jira

Catalyst

Descrição da oferta de emprego

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Problems You’ll Solve

• Operate in a scaled client ownership structure to respond to sensitive customer inquiries regarding contract renewals, pricing increases, and escalations
• Learn to prioritize inbound customer requests based on a variety of 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 your knowledge of the Carta feature set, customer lifecycle, and self-help content

The Team You’ll Work With

The Founder Success team is hyper-focused on building processes and using technology to scale proactive customer education and engagement. This team is dedicated to improving the customer experience, being the voice of the customer internally, and helping customers get the most out of their Carta subscription.

The Impact You’ll Have

By proactively engaging with Carta customers as well as reactively monitoring incoming requests, you will be helping to improve our overall customer retention, secure our future pipeline for new product lines, and drive change for the broader company and mission.

About You

We’re looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities. Cross-departmental collaboration and communication is critical to success in the role, as well as efficient time management. In addition, we’re prioritizing:

• 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 Specialists and support ticketing systems
• Diplomacy, tact and poise under pressure, and 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

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!

• Please submit your resume in English.

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 [e-mail].

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other
• Industries
• Technology, Information and Internet and Financial Services