Scaled Customer Success Manager
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
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 will manage a portfolio of more than 40 client accounts after onboarding. You will prioritize accounts by risk and opportunity, conduct regular check-ins and executive business reviews, monitor account health, and intervene early to reduce churn. You will work with Account Executives on renewals and expansion, share client feedback internally, and improve customer-success playbooks.
Requirements
- 3+ years of Customer Success or Account Management experience in SaaS or professional services
- Portfolio management experience with 40+ accounts
- Client communication skills
- Commercial acumen and knowledge of ARR drivers
- Data-driven account management using GDR, account health scores, and expansion signals
- Experience with customer-success platforms and AI
- Cross-functional collaboration skills
- Legal industry or private-markets experience is advantageous
Responsibilities
- Own a portfolio of accounts as the primary post-onboarding contact
- Prioritize accounts by risk, strategic value, and expansion opportunity
- Conduct quarterly check-ins and bi-annual Executive Business Reviews
- Use customer-success tooling and AI to monitor portfolio health and identify at-risk accounts
- Partner with Account Executives on renewals and expansion opportunities
- Surface client feedback and account signals to product and operations
- Drive Net Dollar Retention through expansion and proactive risk management
- Contribute to customer-success playbook development
Benefits
- Equity in Carta
- Private health insurance
- Flexible working arrangements