Strategic 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 high-value accounts through a high-touch coverage model and build trusted relationships with senior stakeholders. You will lead executive business reviews, communicate ROI and strategic value, and partner on upsell, cross-sell, and late-stage sales opportunities. You will resolve complex escalations, track retention and expansion data, and bring client insights into service and product decisions.
Requirements
- 5+ years of Customer Success, Account Management, or senior client-facing experience in SaaS or professional or legal services
- Experience managing high-value client relationships
- Senior stakeholder relationship management
- Commercial ability in cross-sell and upsell
- Executive-level business review experience
- Full client lifecycle management experience
- Verbal and written communication skills
- Data fluency with NDR, GDR, and expansion signals
- Legal industry or private-markets experience is advantageous
Responsibilities
- Manage high-value accounts through a high-touch coverage model
- Build trusted relationships with senior PE stakeholders, GCs, and executive teams
- Lead Quarterly Business Reviews with executive stakeholders
- Partner with Account Executives on upsell, cross-sell, and late-stage sales cycles
- Serve as an escalation point across legal delivery, finance, sales, and product
- Coordinate monthly data packs tracking NDR, retention, and expansion trends
- Synthesize client feedback and usage signals to influence service design and product roadmap
- Drive Net Dollar Retention across the portfolio
Benefits
- Equity in Carta
- Private health insurance
- Flexible working arrangements