Senior Private Equity Customer Success Manager

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.