# Senior Private Equity Customer Success Manager

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

> Own post-sales customer success for Carta's Private Equity firm clients. Build strategic relationships, drive product adoption and expansion toward full ERP usage, manage renewals and negotiations, and leverage AI/data insights to maximize value and reduce churn. Requires 5+ years enterprise client-facing experience, preferably in PE/VC.

## Job Description

## Responsibilities
- Own and manage portfolios of existing Private Equity Firm customers, ensuring they get value out of Carta products.
- Collaborate closely with sales to drive adoption of additional features.
- Manage customers successfully through the renewal process.
- Work with complex customers to understand their business plans and develop Carta product adoption roadmaps aligned to desired business outcomes.
- Collaborate with product, sales, legal, finance, marketing, and support to drive account strategy, solve problems, and improve customer engagement and loyalty.
- Build out the post-sales process for Private Equity firms across Carta’s complete product set.
- Become an expert in how different parts of the product work together and leverage value generation and strong relationships to enhance customer exposure to broader components of Carta’s ERP.

## 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.

## Requirements
- 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.
- 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.

## Compensation
Carta’s expected cash compensation (salary + commission) range for this role is $153,850 - $181,000 OTE in San Francisco, CA & New York City, NY.

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