Provide frontline support for private equity customers via phone, email, and video, with a
Adhere to SLAs, conduct case reviews, and train customers on Carta platform usage
Diagnose root causes, build lightweight tools/scripts to resolve recurring issues at scale
Use AI-powered workflows to investigate, resolve, and communicate solutions
Read logs and traces to troubleshoot technical issues beyond standard playbooks
Reconcile cap tables and support equity projects like repricing and stock actions

🎯 Requirements

5+ years in software development, technical support, or QA
Strong user empathy and B2B relationship management
Proven experience with cap tables, equity administration, or related finance field
Comfort with command-line interfaces and basic scripting
Understanding of LLM capabilities and AI in daily work
Experience with Excel formulas

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