Customer Onboarding Specialist at Carta | Powderkeg

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

Carta is looking for a Customer Onboarding Specialist to join our APAC team as part of our larger Delivery team. Our Delivery team members are valued for their thorough understanding of our software, customers, and the business value we deliver.

Carta expanded to Singapore in 2021, and we are building a world-class team to support the startup ecosystem across Asia Pacific. As part of a rapidly growing team, you will join a dynamic and diverse group of people who are responsible for Carta’s growth across Asia, and get the opportunity to fuel the growth of the rocket ship.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a customer onboarding specialist, you will become an equity expert and use that knowledge to implement our clients onto the Carta software, setting them up for long-term success. You will work to:

  • Establish strong customer relationships and inspire long-term loyalty by providing a high quality and timely on-boarding process as the first service provider post-sale
  • Migrate and maintain the quality of clients Data to Carta’s Onboarding Spreadsheet in Excel
  • Coordinate and manage inputs needed from both the clients and their law firms
  • Train clients on how to use Carta Software: You feel comfortable working with data, business systems, and developing training content for our customers.
  • Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
  • Work closely with product, engineering and our internal implementations leaders to improve the experience for our customers

About You:

  • You are customer obsessed.
  • You are hungry and eager to learn.
  • You have a passion for problem solving.
  • You have great people skills and a high degree of empathy
  • You possess a helpful and professional attitude
  • You exhibit diplomacy, tact, and poise under pressure
  • You are organized and have strong project management skills, with the ability to manage multiple projects at a time
  • You are ambitious, proactive, a self-starter, helpful and resourceful
  • You are flexible, adaptive, and resilient
  • You are comfortable working with Excel
  • You are eager to learn about Private Equity and the Startup ecosystem

Nice to have:

  • Knowledge of Finance and Accounting
  • Experience working at a high-growth software company
  • Experience with CRM software systems (Preferably: Salesforce)
  • Please note that this is a hybrid position and requires going into the office 3x a week

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review [the guidelines ]( impersonate-well-known-companies-recruit-fake-jobs-linkedin-and-other-job- platforms)provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, [Fast Company's Most Innovative]( companies/2020) list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a [Muse VIBE Award winner in the Vacation and Time Off category]( benefits) and certified as a Great Place to Work.

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Job Summary
  • Job Title
    Customer Onboarding Specialist
  • Company
  • Location
    San Francisco, CA
  • Employment Type
    Full time
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