Private Capital Client Partner

Responsibilities

• Increase win rates through partnership with Go To Market teams during late stage sales
• Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning
• Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live
• Ensure smooth transitions between all team handoffs with a consistent, trusted expert
• Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model
• Ensure proper expectation setting and alignment across all internal and external stakeholders
• Project manage the cross functional conversion process from prior administrator to Carta
• Create internal governance structures for proper internal status and escalation channels
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Educate the Client “the Carta way” (product demos, recommended banks, etc.)
• Ensure proper framework to manage net new product feature requests
• Build deep relationships with external decision makers to enable them to be Carta advocates

Requirements

• 8+ years of Private Capital Accounting and Operational experience
• Proven ability to build and manage new customer account relationships
• Proven ability to assess, establish and optimize operational and accounting processes and best practices
• Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and project management skills
• Ambitious, detail-oriented and self-starter with a proven track record of delivering results
• Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
• Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
• Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
• Diplomacy, tact and poise under pressure when working through customer issues
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge

Nice-to-Haves

• Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
• Prior experience working in Private Capital financial services strongly preferred