About the role
The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page .
The Team You’ll Work With The Enterprise Customer Success team here at Carta is our most advanced relationship management team, focused on liquidity, NDR, and customer satisfaction. We manage the top 1% of our private customers, with more mature cap tables and complex account configurations. This team is hyper-focused on the health of these valuable customers, and is purely dedicated to their success. The Problems You’ll Solve Own the success and health of your assigned clients by developing strategies aimed to increase engagement and mitigate churn Become a trusted advisor; develop deep relationships with our most strategic customers by delivering value, sharing best practices and acting as the voice of customer internally Drive product adoption and usage of Carta throughout the customer journey, including training customers on Carta’s MCP plugins. Leverage AI fluency to proactively engage with customers at scale. You will build and utilize custom workflows to anticipate customer needs and uncover strategic opportunities within your portfolio. Lead discovery around private liquidity and IPO advisory to ensure clients are aware of and engaged with our service offerings Drive retention and growth among our most valuable customers by understanding their business needs and working with them to develop strategic accounts plans designed to help them succeed Maintain a regular cadence of communication with customers; share insights about their adoption trends, engagement, overall health and sentiment Marshall resources internally as needed to resolve customer issues; proactively identify areas of risk and develop plans to address these needs Collaborate with R&D and Customer Support teams to resolve issues and share customer feedback in an ongoing effort to improve our product Leverage technology to proactively engage with customers at scale regarding Carta’s value and upcoming renewals Use the above to identify liquidity opportunities aligned with the customer’s life cycle and collaborate with cross-functional teams to engage the customer with our services The Impact You’ll Have By building strong relationships with our Late Stage Private customers, you will be helping to secure our future pipeline for private and public liquidity opportunities, and drive strategic value for a key segment of Carta customers. About You We’re looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities. Cross-departmental collaboration and communication is critical to success in