Account Specialist

The Problems You’ll Solve

In this role as an Associate Account Specialist, you will be on the front lines to proactively respond to customer inquiries in a scaled manner. You will seek to understand the challenges facing Carta’s customers, and enable and empower them to utilize and extract value from Carta.

Operate in a scaled, pooled 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.

Apply AI-driven insights to prepare for impactful client engagements and create smoother, more value-focused renewal experiences

Understand and execute advanced contract renewal negotiations according to defined policies and processes

Manage account-level escalations by evaluating customer situations and working closely with management

Work between a variety of systems including Claude, Salesforce, 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

Lead discovery around private liquidity and IPO advisory to ensure clients are aware of and engaged with our service offerings

Participate in cross-functional projects across the Customer Success and Delivery organizations to design, standardize, and scale high-impact processes that drive customer value.

Partner with cross-functional teams to ensure better customer outcomes

The Team You’ll Work With

The Account Specialist 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 engaging with Carta customers and 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, account management, or renewals  role

Experience working with customers via live interactions such as zoom meetings, phone calls, and live chats

Experience working with Salesforce, Catalyst or other CSM and support ticketing systems

Tech-savvy professional skilled in using AI tools to streamline workflows, drive data insights, and maximize daily productivity

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 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

Adaptability in the face of changing business needs and team focus

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!