Senior Private Equity Customer Success Manager
Own post-sales relationships for Private Equity firm customers at Carta. Drive adoption of the ERP platform, manage renewals and expansions, deliver strategic insights, and influence product roadmap through cross-functional collaboration. Requires 5+ years enterprise client-facing experience, preferably in PE/VC.
About the job
The Problems You’ll Solve
Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates.
Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals.
Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations.
Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity.
Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business.
Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks.
Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap.
Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients.
About You
- 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.
Salary
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 OTE in San Francisco, CA & New York City, NY.
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
Skills
Customer Success, Account Management, Renewal Negotiation, Cross-Selling, Upselling, Stakeholder Management, Data Analysis, AI Tools, CRM, Private Equity Knowledge
Similar jobs
Customer Success jobs
Okta
Boston, MASenior Customer Success Manager responsible for enterprise customer retention, value realization, renewals, and expansion. The role requires at least five years of customer success, account management, or consulting experience, strong executive relationship skills, and technical problem-solving ability.
Nerdio
United States
Own the post-sale relationship for Enterprise accounts, driving onboarding, adoption, value realization, expansion, renewals, and advocacy. The role requires 8+ years in technology customer success or account management, strong cloud knowledge, executive stakeholder management, forecasting, and CRM expertise.
Propel
United States
Manages and grows enterprise advertising accounts reaching low-income consumers through digital marketing campaigns. The role requires 8+ years of customer success or account management experience, digital marketing expertise, strong communication, and commercial strategy skills.
Dataiku
United States
Provides strategic technical guidance and hands-on architectural support to a small portfolio of enterprise customers using the Dataiku platform. Requires 7+ years in customer-facing technical roles and expertise across Linux, cloud, Kubernetes, and data-processing ecosystems.
Fieldguide
San Francisco, CA
Own adoption, workflow excellence, and measurable outcomes for audit customers using Fieldguide’s platform. The role requires at least four years of audit or advisory experience, strong knowledge of the audit lifecycle, and the ability to lead enablement and change management.