Senior Private Equity Customer Success Manager

Carta
San Francisco
Workplace: OnsiteFull timeUSD 153,850 - 181,000Function: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Communication","Negotiation","Facilitation","Diplomacy","Problem-solving"]

Own and manage portfolios of existing Private Equity Firm customers, ensuring they realize value from Carta’s products while driving adoption of additional features. Build deep relationships with PE stakeholders, monitor customer health and engagement using data-driven insights, and guide customers through renewals and complex negotiations. Serve as the primary escalation point to resolve issues, mitigate churn risk, and expand revenue through cross-sells and upsells across Carta’s ERP platform.

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FursaFursa
Carta
Carta
1 month ago

Senior Private Equity Customer Success Manager

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Last checked: 20 hours agoStatus: Live

Job Summary

Own and manage portfolios of existing Private Equity Firm customers, ensuring they realize value from Carta’s products while driving adoption of additional features. Build deep relationships with PE stakeholders, monitor customer health and engagement using data-driven insights, and guide customers through renewals and complex negotiations. Serve as the primary escalation point to resolve issues, mitigate churn risk, and expand revenue through cross-sells and upsells across Carta’s ERP platform.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage Private Equity Firm customer portfolios to ensure value realization from Carta products and drive adoption of additional features.
  • •Develop and execute account plans by proactively monitoring customer health, engagement, and adoption trends with data-driven insights.
  • •Secure renewal outcomes and navigate contract negotiations and complex commercial escalations.
  • •Identify cross-sell and upsell opportunities across broader PE firm portfolios to expand revenue and support the ERP vision.
  • •Act as the primary escalation point for customer issues, collaborate cross-functionally to resolve crises, and mitigate churn risk.

Pay and Benefits

Salary: USD 153,850 - 181,000
Equity and Bonus:Equity
Perks:Equity

Key Requirements

  • •5+ years of enterprise client-facing experience, with a strong preference for Private Equity or Venture Capital backgrounds.
  • •Quantitative aptitude and the ability to advisor-sell and present to clients with sophisticated investment knowledge.
  • •Proven track record managing strategic account relationships using strong communication, negotiation, and facilitation skills.
  • •Diplomatic and poised under pressure, with the ability to navigate difficult conversations and preserve client relationships.
  • •Proactive, organized, and detail-oriented with a process-driven mindset for scaling account management operations.
Experience:5+ yearsPrivate equityVenture capital
Skills:CommunicationNegotiationFacilitationDiplomacyProblem-solving
Languages:English
Tech Stack:AI

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn