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
Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market (“GTM”), Delivery, R&D and the executive team to ensure positive client and business outcomes.
What they're looking for
- 8+ years of Private Capital Accounting and Operational experience
- Experience with AI tools and workflows, familiarity with Claude or similar LLMs is a plus
- Prior experience working in Private Capital financial services strongly preferred
- Proven ability to build and manage new customer account relationships
- Proven ability to assess, establish and optimize operational and accounting processes and best practices
- Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
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 .
The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients.
- Increase win rates through partnership with Go To Market teams during late stage sales
- Demonstrate deep knowledge of Carta and industry best practices and trends to complete...
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