Private Capital Client Partner

The Team You'll Work With The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta’s Upmarket and Private Capital growth. Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market (“GTM”), Delivery, R&D and the executive team to ensure positive client and business outcomes. About You 8+ years of Private Capital Accounting and Operational experience Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus Prior experience working in Private Capital financial services strongly preferred Proven ability to build and manage new customer account relationships Proven ability to assess, establish and optimize operational and accounting processes and best practices Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations Excellent communication, listening, facilitation, and negotiating skills Proactive, action-oriented Strong data analysis, organization, and project management skills Ambitious, detail-oriented and self-starter with a proven track record of delivering results Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion Diplomacy, tact and poise under pressure when working through customer issues Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge Salary Carta’s

compensation package includes a market competitive salary, equity for all full time roles, exceptional

benefits, and, for applicable roles, commissions plans. Our minimum cash

compensation range for this role is: $167,200.00 - $209,000.00 in Seattle, WA Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy , CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].

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