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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 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
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 YouWe’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 the role, and efficient time management is essential as well. In addition, we’re prioritizing:
- Strong verbal and written communicator who can break down complex concepts
- Experienced negotiator with high EQ who has managed large renewals working with procurement teams, procurement vendors, and finance professionals
- Proven ability to build and manage relationships, preferably in a SaaS environment, balancing the client and Carta goalsBeyond standard SaaS platforms, you possess a strong fluency in modern AI systems. You are comfortable navigating technical environments (CLIs, APIs, MCPs) to build creative solutions that help you better understand and serve complex enterprise accounts.
- Diplomacy, tact, and poise under pressure, and a high tolerance for ambiguity
- Prior experience working in venture capital or private equity space is a plus
- Problem solver with a growth mindset who is proactive, action-oriented, and attentive to detail. You view AI not just as a chatbot, but as a workflow engine, and are comfortable navigating advanced AI systems to maximize your impact
- Experience working with any customer success platforms such as Gainsight, Catalyst, Client Success, or Churn Zero
- Adaptability in the midst of shifting priorities
- Exposure to complex product offerings is a plus
- Willingness to take CEP exams if not already certified
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
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 (salary + commission if applicable) range for this role is:
- Up to $153,000 - $181,000 SF and NY
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].
Skills Required
- Strong verbal and written communication skills
- Experience negotiating large renewals with procurement, vendors, and finance
- Proven ability to build and manage strategic customer relationships
- Experience in SaaS customer success environments
- Fluency in modern AI systems and ability to build/operate AI-driven workflows
- Comfort navigating technical environments (CLIs, APIs, MCPs)
- Experience with customer success platforms (Gainsight, Catalyst, ClientSuccess, ChurnZero)
- Diplomacy, tact, and poise under pressure; high EQ
- Proactive problem solver with strong time management and adaptability
- Prior experience working in venture capital or private equity
- Exposure to complex product offerings
- Willingness to take CEP exams if not already certified
Carta Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Carta and has not been reviewed or approved by Carta.
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Fair & Transparent Compensation — Compensation is portrayed as market-competitive in many roles, with particularly strong positioning in engineering and product packages. Pay is also framed as comparatively strong versus other aspects of the overall employee experience.
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Parental & Family Support — Parental leave is positioned as notably generous, with extended paid leave for birthing parents and paid bonding leave for all parents. Family-building support is also emphasized through fertility treatment and egg-freezing coverage.
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Leave & Time Off Breadth — Time off is structured with a required minimum amount of paid leave and then additional flexibility through an unlimited PTO and sick-time approach. This design is intended to ensure time off is actually taken while preserving flexibility beyond the minimum.
Carta Insights
What We Do
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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