Customer Success Manager

📋 Description

• Manage a portfolio of high-value accounts with a high-touch coverage model—acting as the primary
• Build deep, trusted relationships with PE decision-makers—not just day-to-day users—positioning
• Lead Quarterly Business Reviews with executive stakeholders, presenting ROI, strategic value, and
• Partner with Account Executives (AE) on upsell, cross-sell, and late-stage sales cycles—identifying
• Serve as the escalation point for your accounts across legal delivery, finance, sales, and
• Coordinate monthly data packs for your accounts, tracking NDR, retention rate, and expansion trends.

🎯 Requirements

• 5+ years of experience in Customer Success, Account Management, or a senior client-facing role
• Proven ability to manage senior stakeholder relationships—comparable and credible in the room with
• Strong commercial instincts—spot cross-sell and upsell opportunities organically and partner with
• Experience leading executive-level business reviews—frame value, present ROI, and hold senior
• Full lifecycle ownership—manage clients from post-onboarding through to complex, mature
• Outstanding verbal and written communication—break down complex legal, financial, or operational

🎁 Benefits

• Competitive salary
• Equity in Carta
• Private health insurance
• Flexible working arrangements
• A high-growth environment where you'll manage some of the most strategic accounts in the business