Own and manage portfolios of PE firm customers.
Drive feature adoption and renewal success.
Develop adoption roadmaps aligned to clients' goals.
Collaborate cross-functionally with product, sales, legal, finance, marketing, and support.
Build relationships to improve engagement and loyalty.
Lead post-sales processes for Private Equity across Carta.

🎯 Requirements

5+ years enterprise client-facing experience; PE/VC preferred.
Strong quantitative aptitude; advisor-sell to sophisticated clients.
Proven track record managing strategic accounts; strong communication.
Diplomatic under pressure; navigate difficult conversations.
Proactive, organized, detail-oriented; drive adoption.
Tech-forward; proficient with AI tools to optimize workflows.

🎁 Benefits

Market-competitive salary and equity.
Comprehensive benefits package.
Commissions where applicable.
Opportunities across multiple levels and locations.

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