# Senior Private Equity Customer Success Manager

**Company:** [Carta](https://hotfix.jobs/companies/carta)
**Location:** San Francisco, CA, New York, NY
**Role:** Customer Success
**Salary:** $154k – $181k/yr
**Experience:** 5+ years
**Skills:** Customer Success, Account Management, renewal negotiation, Cross-Selling, Upselling, Stakeholder Management, Data Analysis, AI Tools, CRM, private equity knowledge
**Posted:** 2026-07-20

> 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.

## Job Description

## 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.

## Similar roles

- [Senior Enterprise Customer Success Manager](https://hotfix.jobs/jobs/9288b6e1-0707-4656-ac17-12e670d4bd47) - Carta - New York, NY - $153k – $181k/yr
- [Customer Success Leader, West Region](https://hotfix.jobs/jobs/8bee8241-4981-4bef-bbfd-c4607f4ff4c4) - Viz.ai - Remote - $152k – $217k/yr
- [Enterprise AI transformation lead](https://hotfix.jobs/jobs/782c2523-1334-49c1-b35f-0bcab0b2e56b) - Writer - San Francisco, CA - $156k – $198k/yr
- [Senior Business Value Consultant](https://hotfix.jobs/jobs/69237a15-fd7d-4e9b-b560-fc65abd81519) - Webflow - Remote - $157k – $210k/yr
- [Senior Manager, Customer Service Operations](https://hotfix.jobs/jobs/de79ee2e-542b-499c-bd0a-83c7e12a6bb3) - Bastion - Remote - $150k – $200k/yr

**Apply:** https://hotfix.jobs/jobs/4e4d8000-9f3a-4f82-ae54-732127695454
**Canonical:** https://hotfix.jobs/jobs/4e4d8000-9f3a-4f82-ae54-732127695454