Client Data Operations Analyst

About the role

The Data Ops team at Carta is focused on delivering high-quality, auditable data to our customers. You will work within a team dedicated to reducing customer effort and empowering clients to take actionable insights from their private markets data.

Responsibilities

• Manage the extraction of private markets data from accounting documents and performance reports.
• Ensure all data is extracted in a timely manner and meets our high standards for data quality.
• Provide timely and accurate front-line support for all customers that your segment services.
• Proactively follow up with clients during each quarterly data campaign, providing clear tracking of what data is complete and ready for client review.
• Engage with clients in real-time via phone or Zoom to resolve issues and guide them through their data.
• Keep detailed documentation of client interactions to identify trends and drive operational and process improvements for the data ops team and the product teams.
• Treat every data campaign as a project, ensuring all stakeholders are updated on progress and milestones.
• Become an expert in private markets data, including financial metrics and KPIs.

Qualifications

• Fluent in English with the ability to articulate technical and complex concepts in a clear and concise manner.
• Knowledge of financial statements and common financial concepts with a strong sense of curiosity to solve problems.
• Highly organized with strong attention to detail and the ability to balance multiple active projects with competing priorities.
• Care deeply and genuinely about client services; exhibit diplomacy, tact, and poise under pressure.
• Comfortable learning new technologies and platforms quickly in a fast-paced environment.

Skills

• Strong analytical skills, knowledge of financial statements and common financial concepts.
• Excellent communication skills, able to articulate technical and complex concepts clearly.
• Attention to detail and organizational skills.
• Ability to manage multiple tasks and prioritize effectively.
• Experience with data extraction and analysis.

Benefits

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $76,713.00 - $90,250.00 in Seattle,WA (hourly rate of $36.88 - $43.39). Annualized salary based on estimated 40 hours per week before overtime. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.