Private Capital Client Partner
Client Partner owning account strategy for Carta's largest private capital clients. Partners with sales through go-live, manages complex onboarding and conversions from legacy administrators, optimizes accounting/operational processes, and drives adoption as the trusted advisor.
About the job
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
Skills
Private Capital Accounting, Operational Processes, Customer Relationship Management, Project Management, Data Analysis, AI Tools, LLMs, Claude
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