Senior 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 own the success and health of an EMEA book of business spanning SMB, mid-market, and enterprise customers. You will build trusted advisory relationships, drive product adoption, use AI tools to scale engagement, prepare renewals, and proactively share customer insights internally.
Requirements
- 4+ years of Customer Success or Account Management experience
- SaaS experience
- Salesforce proficiency
- Experience with customer success platforms such as Catalyst, Gainsight, Totango, Vitally, Client Success, or ChurnZero
- Experience using AI tools, particularly Claude
- Customer relationship management
- Communication
- Listening
- Facilitation
- Negotiation
- Data analysis
- Time management
- Organization
- Prioritization
Responsibilities
- Own the success and health of an EMEA book of business
- Develop engagement strategies and mitigate churn
- Build consultative relationships with customers
- Use AI tools to scale personalized customer engagement and prepare renewals
- Drive product adoption and usage throughout the customer journey
- Proactively engage customers regarding Carta’s value and upcoming renewals
- Ensure customers use service offerings, market knowledge, and expertise effectively