# Private Capital Client Partner at Carta

- Company: Carta
- What the company does: 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.
- Company website: https://carta.com/
- Type: Startups
- Level: Principal and up
- Location: San Francisco, CA; Santa Clara, CA; Seattle, WA; Sandy, UT
- Work setup: On-site
- Posted: 2026-07-21
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/carta/jobs/7810453003
- Page: https://www.1752.vc/careers/jobs/carta-private-capital-client-partner/

## 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

Tags: Fund Administration