Senior Support Analyst, Private Equity

Carta

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Sandy, UT
Posted
18 days ago
Freshness
Confirmed live yesterday

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Salary context

How this pay compares to similar roles

Similar $147k
$108k most similar roles pay here $180k

This listing doesn't post a salary. Most similar roles pay $119,762–$173,250.

Based on 240 similar postings.

Employer

About Carta

Carta is an equity management platform that helps private companies, investors, and employees manage equity, cap tables, 409A valuations, and fund administration, streamlining the complexities of startup ownership. Industry: Financial Technology & Equity Management

Carta currently has 4 open roles on FindRole.

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At a glance

TL;DR · Senior Support Analyst, Private Equity

The Senior Support Analyst - Private Equity joins the support team to provide high-touch, white-glove service for a portfolio of private equity firms and backed companies. This role involves managing complex cases across phone, email, and Zoom while navigating the cap table product to resolve issues like repricing, stock splits, and share conversions. The analyst functions as a technical problem-solver who diagnoses root causes by reading logs, error traces, and system outputs rather than just addressing surface symptoms. Key responsibilities include building scripts to automate recurring problems, conducting training sessions, and proactively identifying cap table errors. Required skills include experience in software development or technical support, proficiency with command-line interfaces, basic scripting, Excel formulas, and the integration of AI tools and LLM capabilities into daily workflows to manage projects and improve internal support processes.

What you'll do

  • Provide high-touch technical support and guidance to private equity clients via phone, email, and video.
  • Resolve complex cap table issues including repricing, stock splits, and share conversions.
  • Use AI tools as a core component of daily workflows to investigate and resolve customer cases.
  • Diagnose root causes of technical issues by reading logs, error traces, and system outputs.
  • Build scripts or tools to automate the resolution of recurring problems at scale.
  • Proactively identify and communicate cap table errors and necessary data cleanup needs.
  • Conduct training sessions and create standard operating procedures for customers and internal teams.
  • Partner cross-functionally to improve support processes and increase product adoption.

What we're looking for

  • 5+ years of experience in software development, technical support, or quality assurance.
  • Strong understanding of finance, private equity, venture capital, or related fields.
  • Proficiency with command-line interfaces and basic scripting.
  • Ability to use AI tools and LLM capabilities as a core part of daily workflows.
  • Experience in troubleshooting, problem solving, and reading logs or error traces.
  • Strong background in B2B relationship management and customer service.
  • Proficiency with basic Excel formulas.
  • Ability to create and follow Standard Operating Procedures.

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