Account Specialist
CartaEquity Management company
Rio De Janeiro, BrazilMid
Andreessen Horowitz
Lightspeed Venture Partners
Spark Capital
Tribe Capital
Union Square Ventures
Silver Lake
Sales & Account Management
About the role
TL;DR
Respond to customer inquiries, manage renewals, and drive customer value.
- •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.
- •Key Responsibilities 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 urgency, renewal timeline, and churn risk factors.
- •Apply AI-driven insights to prepare for impactful client engagements and create smoother, more value-focused renewal experiences.
- •Manage account-level escalations by evaluating customer situations and working closely with management.
- •Educate customers about Carta features and products via email and live calls.
- •Requirements Fluent in English with strong written and verbal communication skills.
- •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.
Required skills
SalesforceJira
Nice-to-have skills
Anthropic API
Tech stack
Anthropic APISalesforceJira