Senior Private Equity Customer Success Manager

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.