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
We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process.
What they're looking for
- 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
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 .
We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process.
As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex customers to understand their...
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