Customer Success Manager
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You own the success and health of a portfolio of private fund managers and their backed companies. You manage the full client lifecycle, build trusted relationships, drive satisfaction and engagement, identify commercial opportunities, coordinate internal teams, improve client experiences, represent client feedback, and use customer success tools and AI to manage your portfolio.
Requirements
- 5+ years of experience in Customer Success or Account Management
- Experience in SaaS or professional or legal services
- Full lifecycle client ownership
- Cross-functional collaboration
- Commercial and cross-sell and upsell experience
- Verbal and written communication
- Emotional intelligence
- Adaptability to ambiguity
- Experience with customer success tools or AI
- Legal industry experience
- Private markets experience
Responsibilities
- Oversee the full client lifecycle from onboarding through established account management
- Drive client satisfaction and engagement
- Identify client risks and develop strategies to address them
- Build and maintain client relationships
- Identify and progress cross-sell and upsell opportunities
- Collaborate with legal delivery on onboarding and client handoffs
- Work with marketing and operations on client communications and process improvements
- Represent client feedback in service design and product prioritization
- Use customer success tools and AI to manage portfolios and track account health