Carta Senior Private Equity Customer Success Manager at Carta managing portfolios of Private Equity Firm customers. Responsible for driving adoption, renewal, and expansion of Carta products through strategic relationship management.
Responsibilities
Build deep, lasting relationships with key decision-makers and high-level PE stakeholders
Proactively monitor and improve account health, engagement, and adoption trends
Secure win-win renewal outcomes and navigate contract negotiations
Uncover white space opportunities across PE firms' broader portfolios
Leverage AI tools to transform data into real insights and communicate value proposition
Qualification
Diplomatic and poised under pressureProactiveProcess-driven mindsetThrives in fast-pacedTech-forward and efficient$153
Required
5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.
A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge.
Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills.
Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships.
Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption.
Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management.
Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion.
Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains.
Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact.
An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture.
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:
$153,850 - $181,000 in San Francisco, CA & New York City, NY
