Carta’s ERP for private capital combines software and services to deliver connected clarity and control across equity, fund, and portfolio management. Backed by Lightspeed and a16z.
About the role
As a Scaled Customer Success Manager, you'll own a portfolio of 40+ accounts post-onboarding — using smart prioritisation, great tooling, and a medium-touch model to drive retention and expansion across a broad book of business. You'll be joining our Carta Law Customer Success (CS) team. We manage the full client lifecycle — from welcoming new clients through onboarding to building deep, lasting relationships with established fund managers and their legal teams. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 3+ years of experience in Customer Success or Account Management within SaaS or professional services. You've managed a portfolio of accounts and know how to balance competing priorities without dropping anything
- Portfolio management experience. You're comfortable managing 40+ accounts simultaneously — using data and tooling to triage effectively and deploy your time where it matters most
- Strong client communication skills. You communicate proactively, build rapport quickly, and handle difficult conversations with professionalism and empathy
- Commercial instincts. You spot expansion opportunities organically and know how to partner with sales to take them forward. You understand what drives ARR and how CS contributes
- Data-driven approach. You track GDR, account health scores, and expansion signals — and use them to drive decisions
- Comfort with tooling and AI. You're experienced with CS platforms and either already using AI to manage your portfolio more efficiently, or you're eager to
More about this role
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page .
Carta Law · Customer Success
Carta Law is the world's largest AI-native legal services platform — rebuilding how legal work is structured, delivered and scaled. Combining deep legal expertise with proprietary AI infrastructure, we serve the world's leading venture-backed companies, founders and investors across every critical moment in a company's lifecycle: incorporation, fundraising, secondaries, governance and exit.
We sit inside Carta — the operating system for private markets. Our...
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