Carta

1 day ago

Senior Private Equity Customer Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Own portfolios of existing private equity firm customers and drive post-sales success across Carta’s full product set. Build strategic relationships with key PE stakeholders, monitor customer health and adoption, and deliver data-driven account plans through renewals and negotiations. Identify expansion opportunities across customer portfolios, lead risk mitigation and escalations, and collaborate cross-functionally to influence product roadmaps and increase customer engagement and loyalty.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build deep, lasting relationships with PE decision-makers and high-level stakeholders, turning them into long-term Carta advocates.
•Proactively monitor customer health and adoption, delivering regular data-driven insights and strategic account plans tied to customer goals.
•Secure win-win renewal outcomes, navigate contract negotiations, and manage complex commercial escalations.
•Uncover white-space opportunities across PE firms’ portfolios to drive cross-sells and upsells toward Carta’s ERP vision.
•Serve as the primary escalation point for customer issues, collaborating with R&D and Customer Support to resolve problems and reduce churn risk.

Pay and Benefits

Salary: USD 153,850 - 181,000 annually

Equity and Bonus:Equity

Perks:EquityCommissions

Key Requirements

•5+ years of enterprise client-facing experience, with a strong preference for backgrounds in private equity or venture capital.
•Quantitative aptitude and professional polish 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.
•Ability to navigate difficult conversations and preserve critical client relationships while staying diplomatic under pressure.
•Proactive, organized, and detail-oriented with a process-driven mindset for scaling account management operations.

Experience:5+ yearsPrivate equityVenture capitalEnterprise

Skills:CommunicationNegotiationFacilitationProblem-solvingCross-functional collaboration

Languages:English

Tech Stack:ERPAI tools

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

Website LinkedIn

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Carta

1 day ago

Senior Private Equity Customer Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build deep, lasting relationships with PE decision-makers and high-level stakeholders, turning them into long-term Carta advocates.
•Proactively monitor customer health and adoption, delivering regular data-driven insights and strategic account plans tied to customer goals.
•Secure win-win renewal outcomes, navigate contract negotiations, and manage complex commercial escalations.
•Uncover white-space opportunities across PE firms’ portfolios to drive cross-sells and upsells toward Carta’s ERP vision.
•Serve as the primary escalation point for customer issues, collaborating with R&D and Customer Support to resolve problems and reduce churn risk.

Pay and Benefits

Salary: USD 153,850 - 181,000 annually

Equity and Bonus:Equity

Perks:EquityCommissions

Key Requirements

•5+ years of enterprise client-facing experience, with a strong preference for backgrounds in private equity or venture capital.
•Quantitative aptitude and professional polish 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.
•Ability to navigate difficult conversations and preserve critical client relationships while staying diplomatic under pressure.
•Proactive, organized, and detail-oriented with a process-driven mindset for scaling account management operations.

Experience:5+ yearsPrivate equityVenture capitalEnterprise

Skills:CommunicationNegotiationFacilitationProblem-solvingCross-functional collaboration

Languages:English

Tech Stack:ERPAI tools

Company Brief

Carta

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

Website LinkedIn