Senior Private Equity Customer Success Manager

📋 Description

• Own and manage portfolios of existing Private Equity Firm customers.
• Ensure customers derive value, drive adoption, and renewals.
• Collaborate with sales to promote feature adoption.
• Develop a Carta product adoption roadmap with customers.
• Coordinate with product, sales, legal, finance, marketing, and support.
• Build relationships to expand exposure to Carta’s ERP for Private Equity.

🎯 Requirements

• 5+ years enterprise client-facing experience (Private Equity/VC preferred)
• Strong quantitative aptitude and advisor-sell capability
• Proven track record of managing strategic account relationships
• Diplomatic and poised under pressure; navigate difficult conversations
• Proactive, organized, and detail-oriented; drive results
• Collaborative, cross-functional leader; able to drive projects to completion

🎁 Benefits

• Equity for all full-time roles
• Comprehensive benefits package
• Opportunity to shape Carta’s post-sales process for Private Equity
• Collaboration with cross-functional teams (Product, Sales, Legal, Finance, Marketing, Support)
• Career growth across multiple levels and locations
• Inclusive, high-growth culture