# Senior Private Equity Customer Success Manager 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: Senior
- Location: San Francisco, CA
- Work setup: On-site
- Pay: $154K to $181K base salary per year (USD)
- Posted: 2026-07-20
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/carta/jobs/7810291003
- Page: https://www.1752.vc/careers/jobs/carta-senior-private-equity-customer-success-manager/

## 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

Tags: Customer Success