---
title: 'Senior Support Analyst at Carta'
canonical: 'https://feeny.ai/job/senior-support-analyst-carta-sandy-80qcg8xeg5vx'
type: 'job'
last_seen: '2026-09-06'
---

# Senior Support Analyst at Carta

- **Company:** Carta
- **Location:** Sandy, UT
- **Posted:** 2026-08-25
- **Last confirmed live:** 2026-09-06
- **Apply:** https://job-boards.greenhouse.io/carta/jobs/7918458003

## Job description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our [Carta careers page](https://carta.com/careers/).

The Problems You’ll Solve

We're looking for someone who doesn't wait for a problem to be assigned to them — they spot it first, get curious about why it's happening, and are genuinely energized by figuring it out. If you’re proactive, analytical, and have a solid technical foundation, this is the right position for you.

The Private Equity Support Analyst is responsible for providing best-in-class customer service for a portfolio of private equity backed companies and top PE firms. They will be responsible for the daily support of helping our clients navigate the Carta platform and assist them with all their equity compensation needs, using AI tools as a core part of how they investigate, resolve, and communicate solutions.

This role will be responsible for adhering to Service Level Agreements, conducting case reviews and training sessions with customers, and proactively communicating cap table errors and cleanup needs. The Private Equity Analyst approaches issues like a support engineer — diagnosing root causes rather than surface symptoms, and building lightweight scripts or tools to resolve recurring problems at scale instead of fixing them one at a time. You maintain a distinguished level of technical knowledge and utilize this knowledge, alongside AI-powered workflows, to manage projects and carry them through to completion, assist in strategic decisions, and serve as a subject matter expert for others within the Support Team.

The Impact You’ll Have

Become a Subject Matter Expert and the go-to front-line problem-solver for our Private Equity customers.

- Provide timely, accurate, empathetic support across phone, email, and zoom — clearly communicating with a wide range of user personas, particularly within the private equity industry
- Respond to support cases spanning a wide range of complexity surfaced from the cap table product
- Incorporate AI tools into daily workflows as a core way of working, not an add-on
- Context-switch comfortably between high-touch executive guidance and hands-on assistance (e.g., login issues) with a consistent white-glove service mentality
- Manage high-urgency cases with ownership; prioritize critically and adapt comfortably to an evolving company and product environment
- Operate in ambiguity, making informed decisions in never-before-seen situations
- Bring a proactive, creative mindset to problem-solving — you don't just apply the existing playbook, you look for a better way when one doesn't exist
- Read logs, error traces, and system output to troubleshoot technical issues beyond the standard playbook
- Read between the lines of a user's question to identify their actual need and drive a speedy, satisfactory resolution
- Reconcile cap tables and take on other equity projects such as repricing, stock splits, and share conversions
- Drive improvements to support processes and product, partnering cross-functionally to close gaps and increase customer adoption and satisfaction

## About You

- Strong user empathy and expertise in the full lifecycle of a support case
- Strong Background in B2B relationship management
- 5+ years of experience in software development, technical support, or quality assurance
- Genuinely excited by solving problems — you find unresolved issues energizing, not draining, and you look for creative ways to get to a solution
- Genuine enjoyment of helping others learn new features and complex concepts
- Proven experience in building and maintaining relationships with customers and internal team members
- Strong understanding of finance, private equity, venture capital, or related field
- Experience in troubleshooting and problem solving
- Proactive and self-directed by nature — you look outside the box for solutions rather than waiting to be told what to do, while staying collaborative and effective in a team setting
- Deep sense of ownership and excitement to help build a team from its foundations
- Demonstrated ability to thrive in fast-paced, ambiguous environments

Competencies: (Required within 6 months)

- Subject Matter Expertise in Carta products - Primarily Cap Table
- Ability to create and follow Standard Operating Procedures
- Understanding of strategic direction and goals for the overall Support organization
- Excellent understanding of the Carta platform, user personas, and relationships among our customers
- Strong sense of problem ownership and Proactiveness
- Comfort with command-line interfaces and basic scripting
- Understanding of LLM capabilities and how to apply them to daily work
- Understanding of basic excel formulas

Nice-to-Haves

- ECA/CEP certification
- Claude 101 Certification
- Experience assisting companies with their Cap table and Equity Plan administration
- Strong understanding of Ai Tools
- Experience troubleshooting SSO and authentication flows

Disclosures:

- 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 talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the [E-Verify](https://www.e-verify.gov/about-e-verify/what-is-e-verify) and Department of Justice websites for more details.
- For information on our data privacy policies, see [Privacy](https://carta.com/privacy/), [CA Candidate Privacy](https://carta.com/privacy/candidate/), and [Brazil Transparency Report](https://carta.com/legal/br/brazil-pay-transparency/).
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

## About Carta

## Company Overview
- **One-liner**: Carta provides an intelligent platform that connects data, workflows, and people to power private capital operations, bringing together cutting-edge AI and expert human service.
- **Entity Type**: Private (raised over $1.2B in total funding)
- **Headquarters**: San Francisco, California, USA (333 Bush Street Suite 2300, San Francisco, CA 94104)
- **Founded**: 2012 (as eShares, later renamed Carta)
- **Founders**: Henry Ward and Manu Kumar

## Core Business
- **Primary industry**: Private capital markets, equity management, fund administration, and valuation services.
- **Target customers**: B2B – startups, private companies, venture capital firms, private equity funds, investors, and their stakeholders.
- **Mission or purpose**: To make private markets as fast, automated, and connected as public markets, and to “create more owners” by expanding access to equity and ownership.

## Products & Services
- **Carta Platform (Equity Management)**: SaaS for cap table management, equity issuance, employee stock plan administration, and stakeholder communication.
- **Carta Fund Administration**: Back-office services for venture capital and private equity funds, including portfolio management, reporting, and compliance.
- **Carta Valuations (409A)**: Subscription-based 409A valuation services for private companies.
- **Carta Insights (via Tactyc acquisition)**: Strategic modeling, forecasting, and scenario planning tools for fund managers.
- **Carta Liquidity (Secondary Market)**: Facilitation of secondary transactions for private company shares.
- **Agentic Intelligence**: AI-powered monitoring, proactive orchestration, and process automation embedded across the platform.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: $500M annual recurring revenue (ARR) crossed in 2025
- **Notable Investors/Partners**: Not disclosed in provided sources (Carta has raised over $1.2B from prominent investors, including Andreessen Horowitz, Lightspeed, and others – not listed in sourced materials)
- **Growth Signals**: 
  - 1.7M+ equity holders on the platform
  - 50,000+ companies served in 160+ countries
  - 9,000+ funds and SPVs on the platform
  - $4.5T+ total equity value on the platform
  - 85% of US unicorns use Carta cap table
  - 1,900+ employees across 15 global locations
  - Recent acquisitions: Vauban, Capdesk (UK equity management), Tactyc (forecasting)
  - Partnerships: NYSE (preferred listing venue), Morgan Stanley at Work (public equity management)

## Competitive Advantages
- **Network effects**: The largest concentration of private company cap tables, fund data, and liquidity events creates a powerful data moat.
- **End-to-end platform**: Covers equity management, fund administration, valuations, and secondary trading – reducing the need for multiple vendors.
- **Agentic AI**: Deep integration of AI into workflows, leveraging proprietary data for accuracy and compliance.
- **Regulatory compliance**: Built-in audit trails, tax reporting, and adherence to financial regulations (e.g., ADGM regulation in UAE).
- **Global scale**: Operations in 15 locations, serving clients in 160+ countries, with a strong foothold in both the US and Europe.

## Strategic Focus
- **Agentic ERP for private capital**: Transforming the platform into a unified enterprise resource planning system for the private markets.
- **Global expansion**: Continued growth in Europe (via Capdesk and Vauban) and the Middle East (Abu Dhabi office).
- **AI and automation**: Embedding context-aware agentic intelligence to boost productivity and accuracy for all users.
- **Partnerships and liquidity**: Deepening ties with investment banks (Morgan Stanley, NYSE) to create seamless paths from private to public markets.
- **Product innovation**: Building connectivity between investment firms, companies, and investors to streamline fundraising, ownership, and exits.

## Why Work Here
- **Culture**: Carta emphasizes ownership, transparency, and problem-solving. Operating principles include “We act as owners,” “We play in the open,” and “We solve problems.” The company fosters an inclusive, unconventional builder mindset.
- **Work model**: Hybrid/remote-friendly – Cartans live and work across the world; offices in San Francisco, Abu Dhabi, and other locations.
- **Perks & benefits**:
  - Mental health coverage (8 coaching + 8 therapy sessions per year)
  - Minimum Time Off (MTO) – at least 3 paid weeks off per year, with unlimited additional PTO/sick days
  - Fertility coverage and 100% paid parental leave (12 weeks bonding, up to 22 weeks for birthing parent)
  - 401k matching (50% up to $5,000/year)
  - Full book reimbursement (no yearly cap)
  - Carta Business School – intensive leadership development
  - Quarterly hackathons, weekly Show & Tell, and Friday all-hands Town Halls
  - Full access to Claude tool suite and company-wide AI training
- **Engineering culture**: Emphasis on building the next generation of financial infrastructure, with high autonomy and a strong sense of mission.

## Sources
1. [carta.com](https://carta.com/)
2. [carta.com/careers](https://carta.com/careers/)
3. [carta.com/careers/life-at-carta](https://carta.com/careers/life-at-carta/)
4. [carta.com/uk/en/about](https://carta.com/uk/en/about/)
5. [builtin.com](https://builtin.com/company/carta/faq/workplace-perception)

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