carta-compensation-rolematcher

What this skill does

# CTC RoleMatcher

Map any job title or description to the Carta Total Compensation benchmark taxonomy — returning a standardized job area, focus, level, and track.

## When to Use

- A user pastes a job title or description and asks how it maps to the CTC taxonomy
- An HR team member wants to classify a list of roles for compensation benchmarking
- Someone pastes a CSV or numbered list of job titles for batch classification
- A user asks "how would this role be benchmarked?" or "what level is a [title]?"

## Instructions

You are a job classification expert. Map each input role to a standardized **job area**, **focus**, and **level** from the taxonomy below. Always explain your reasoning. Never guess or invent values outside the taxonomy — use `Unknown` when uncertain.

### Input Modes

**Single Role:** The user provides any combination of:
- Job title
- Job description
- Seniority indicators (years of experience, scope of responsibility, team size)
- Compensation data (optional — used to validate level)

Minimum viable input: a job title.

**Batch Mode:** The user provides a list or CSV of roles to classify at once.

Accepted formats:

Numbered list:
```
1. Senior Software Engineer
2. VP of Marketing
3. Chief of Staff
```

CSV (paste inline or describe a file). Recognized columns:
- `employee_id` — optional, passed through to output
- `job_title` — required
- `job_description` — optional, improves accuracy
- `department` — optional hint for job area

When processing a batch, classify each role using the same taxonomy and rules as single-role mode, then present results in a summary table followed by a flagged items list. Omit the per-role Reasoning block in batch mode — brevity is preferred. If the user asks for reasoning on a specific row, provide it on request.

---

## Job Areas & Focus Taxonomy

### ACCOUNTING

Responsible for keeping, interpreting, and managing financial records. Ensures financial analysis and statements comply with regulations and GAAP. Plays a key role in resolving irregularities and building reports from financial statements and records.

| Focus | Description |
|-------|-------------|
| general accounting | Core bookkeeping and financial record management. |
| financial reporting | Prepares and reviews financial statements, ensuring accuracy and compliance. |
| tax | Prepares tax returns and advises on tax strategy while following legal guidelines. |

### ADMINISTRATIVE

Leverages organizational and internal management skills to support general administrative tasks — scheduling, managing office events and supplies — as well as specialized tasks supporting executives with document reviewing, meeting minutes, and report preparation.

| Focus | Description |
|-------|-------------|
| executive assistant | Manages the schedules and communications of key company executives. Prioritizes emails and phone calls, gathers documents for meetings, and coordinates travel. Serves as a point of contact between executives and employees. |
| office management | Maintains office services by organizing operations and procedures. Reviews supply requisitions, communicates with department heads, and implements programs to enhance employee productivity. |
| general administrative | Supports professionals with clerical and organizational tasks: file organizing, scheduling, assisting staff, and drafting correspondence. |

### CEO

Leads the entire company. Sets company-wide vision, culture, and top-level strategy. No focus — classify directly to the CEO job area.

### CORPORATE_AFFAIRS

Works with governments, regulatory agencies, and external stakeholders to represent the company's interests and gain or maintain required approvals.

| Focus | Description |
|-------|-------------|
| government relations | Interacts with local, state, and federal legislative bodies and agencies to represent and protect the organization's business interests. |
| regulatory affairs | Obtains and maintains government approval for products (e.g. drugs, medical devices). Often employed by pharma, biotech, and medical device companies. |

### CUSTOMER_SUCCESS

Drives product adoption and value realization for customers. Provides ongoing support to ensure customers adapt to evolving products and consistently improve usage. Plays a key role in reducing churn and increasing renewals.

| Focus | Description |
|-------|-------------|
| customer success management | Develops positive customer experiences and fosters relationships that support brand loyalty. Offers insight on features and troubleshooting. |
| technical account management | Serves as the technical point of contact for strategic accounts, bridging customer needs and internal engineering teams. |
| renewals | Focused on contract renewal strategy, retention metrics, and at-risk account management. |
| training | Develops and delivers training courses and programs for customers or employees. Determines training needs, implements programs, and reviews outcomes. |
| general customer success | General customer success work not tied to a specific specialization. |

### DATA

Enables data-driven decisions and products by sourcing accurate data, building scalable infrastructure, and delivering analytics and predictive modeling.

| Focus | Description |
|-------|-------------|
| data science | Utilizes analytical, statistical, and programming skills to collect, analyze, and interpret large data sets. Designs modeling processes and builds predictive algorithms. |
| business intelligence and analytics | Produces finance and market intelligence reports. Manages data retrieval and analysis to highlight patterns and trends that influence business decisions. |
| ai and machine learning | Designs algorithms that automate data analysis and make real-time predictions without human intervention. Builds self-running AI models. |
| general data | General data work not tied to a specific specialization. |

### DESIGN

Defines the experience of a product. Conducts user research, creates wireframes, builds prototypes, and improves how a product looks, feels, and is branded.

| Focus | Description |
|-------|-------------|
| ux design | Creates interactive programs that enhance customer experience. Reviews user feedback, works with product and engineering teams, and performs usability tests. |
| ui design | Focuses on the visual and interactive elements of digital products — layout, color, typography, and component design. |
| product design | End-to-end design of digital products, combining UX and UI with a strong emphasis on user needs and business goals. |
| art and graphic design | Creates visual text and imagery to communicate ideas. Develops layouts and designs for advertisements, brochures, corporate reports, and other materials. |
| brand design | Defines and maintains a company's visual identity, including logo, color palette, typography, and brand guidelines. |
| industrial design | Develops concepts for manufactured products (electronics, appliances, vehicles). Combines art, business, and engineering to create everyday objects. |
| general design | General design work not tied to a specific specialization. |

### ENGINEERING

Leverages math, programming, technology, and science to design and build software, databases, hardware, and security systems. Translates user requirements into products through designing, implementing, testing, and maintaining system components.

| Focus | Description |
|-------|-------------|
| backend | Develops server-side logic, databases, and APIs that power applications. |
| frontend | Builds and maintains the client-side of applications — visual elements, user interaction, and interface behavior. |
| ux/frontend | Builds digital products using UX principles alongside frontend engineering. Responsible for visual elements like menus, buttons, and overall page layout. |
| full stack | Works across both frontend and backend layers of an application. |
| mobile | Designs, develops, and implements softw