Account Specialist

Proactively manage customer inquiries for contract renewals, pricing increases, and escalations, helping clients extract maximum value from Carta. Prioritize inbound requests using urgency and renewal timeline signals, apply AI-driven insights to improve renewal experiences, and execute renewal negotiations aligned to defined policies. Educate customers via email and live calls, lead discovery around private liquidity and IPO advisory, and collaborate across Customer Success and Delivery to scale processes that improve retention and customer outcomes.