Senior Support Analyst
Core
Provide best-in-class customer service and technical support for private equity backed companies and firms using the Carta platform, focusing on cap table management and equity compensation needs.
Role type
Senior Support Analyst (Private Equity)
Builds
Customer trust and platform adoption for private equity firms
Domain
Private Equity / Venture Capital / Equity Compensation
Deliverable
client delivery
Required skills
Cap table management, equity compensation administration, root cause analysis, basic scripting, command-line interfaces, LLM application, Excel formulas, troubleshooting, stakeholder management
Preferred skills
ECA/CEP certification, Claude 101 Certification, SSO troubleshooting, AI tools expertise
Technologies
Carta platform, AI tools, LLMs, Excel
Responsibilities
Diagnose root causes of cap table errors and resolve recurring problems at scale using lightweight scripts, provide timely support via phone/email/Zoom for complex equity cases, reconcile cap tables and execute equity projects (repricing, splits, conversions), read logs and error traces to troubleshoot technical issues, drive improvements to support processes and product adoption
Seniority
Senior, hands-on IC
