1 день назад
Senior Support Analyst (Private Equity)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Support Analyst (Private Equity) (Carta platform, AI tools): Providing technical customer support for private equity clients, resolving cap table and equity compensation issues, and improving support processes with an accent on root-cause troubleshooting, AI-powered workflows, and lightweight scripting. Focus on reconciling cap tables, diagnosing logs and error traces, managing high-urgency cases, and building scalable solutions for recurring problems.
Location: Sandy, Utah, United States
Company
provides a connected software, services, and legal infrastructure platform for private capital, equity management, and fund administration.
What you will do
- Provide timely, accurate, and empathetic support by phone, email, and Zoom for private equity customers and firms.
- Resolve support cases across a range of cap table product complexities, including login and technical issues.
- Use AI tools, logs, error traces, command-line interfaces, and basic scripts to investigate root causes and resolve recurring problems at scale.
- Reconcile cap tables and support equity projects such as repricing, stock splits, and share conversions.
- Conduct case reviews and customer training sessions while adhering to service-level agreements.
- Drive support and product improvements through cross-functional collaboration, customer adoption, and satisfaction initiatives.
Requirements
- 5+ years of experience in software development, technical support, or quality assurance.
- Strong user empathy, B2B relationship management, customer support, troubleshooting, and problem-solving skills.
- Strong understanding of finance, private equity, venture capital, or a related field.
- Comfort with command-line interfaces, basic scripting, AI and LLM capabilities, and basic Excel formulas.
- Ability to create and follow standard operating procedures, take ownership of problems, and operate proactively in ambiguous environments.
- Employment authorization in the United States is verified through E-Verify.
Nice to have
- ECA/CEP certification.
- Claude 101 certification and experience with AI tools.
- Experience administering cap tables and equity plans.
- Experience troubleshooting SSO and authentication flows.
Culture & Benefits
- White-glove customer service approach with support for a wide range of user personas.
- Opportunity to become a subject matter expert and front-line problem solver for private equity customers.
- Fast-paced environment with evolving products, ambiguity, and opportunities to improve existing processes.
- Equal opportunity employer committed to providing a positive interview experience and accommodations when needed.
Hiring process
- Interview experience is designed to be positive and accessible to every candidate.
- Employment authorization is verified through E-Verify.
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