Senior Customer Success Manager

Posted 6 Hours Ago
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London, Greater London, England, GBR
Hybrid
Senior level
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
Own the success, health, retention, and expansion of approximately 600 EMEA SMB, mid-market, and enterprise accounts. Build consultative customer relationships, drive Carta adoption, prepare renewals and executive business reviews, use AI and customer success platforms to scale engagement, and surface customer insights internally. Collaborate with Sales, Delivery, RevOps, and R&D while managing projects autonomously and navigating challenging customer conversations.
Summary Generated by Built In
The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Company You’ll Join 

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. 

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally. 

For more information about our offices and culture, check out our Carta careers page.

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.

The Problems You’ll Solve
  • Own the success and health of a varied EMEA Book of Business across SMB, Mid-Market and Enterprise customers  (~ 600 accounts); developing different strategies aimed to increase engagement while mitigating churn
  • Become a trusted advisor; develop consultative relationships (particularly with the Mid-Market and Enterprise segments) by delivering value, sharing best practices and acting as the voice of customers internally
  • Use AI tools to scale personalised customer engagement, accelerate EBR and renewal prep, and surface insights across a large book of business
  • Drive product adoption and usage of Carta throughout the customer journey
  • Leverage technology to proactively engage with customers at scale regarding Carta’s values and upcoming renewals
  • Ensure your customers are getting the most out of Carta Europe’s service offerings, market knowledge and expertise to further enhance their experience as our European customers
The Team You’ll Work With

You’ll be joining the small but mighty Customer Success team in London in  the Carta Europe business unit. The team is looking for a well-rounded, experienced and adaptable Customer Success Manager who’s ready to roll up their sleeves and help drive retention. 

This means working closely with not only your fellow UK Customer Success team mates, but many other internal teams from Sales and Delivery teams to RevOps and R&D.

About You

This unique role requires you to be a self-starter, be eager to make your mark, thrive in collaborative teamwork and work dynamically in a fast-paced startup environment. You need to obsess over customer experience and adopting top tier CS practices, alongside unparalleled organisation and communication skills. In addition, we’re prioritising:

  • 4+ years of experience in Customer Success or Account Management, preferably in a SaaS environment
  • Proficiency with Salesforce (SFDC) and the ability to quickly learn new systems and tools
  • Experience with customer success platforms such as Catalyst, Gainsight, Totango, Vitally, Client Success, or ChurnZero
  • Comfortable leveraging AI tools, particularly Claude, to accelerate research, synthesize information, and streamline complex workflows.
  • Demonstrated ability to navigate difficult conversations while preserving strong customer relationships
  • Growth mindset with a proactive approach and bias for action
  • Excellent communication, listening, facilitation, and negotiation skills
  • Ability to work autonomously on projects and initiatives
  • Strong data analysis, time management, organizational, and prioritization skills
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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 notify the recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from @carta.com. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to [email protected].

​​Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

Interested in our candidate privacy policy? Find out more here.

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

  • 4+ years of experience in Customer Success or Account Management
  • Experience in a SaaS environment
  • Proficiency with Salesforce (SFDC)
  • Ability to quickly learn new systems and tools
  • Experience with customer success platforms such as Catalyst, Gainsight, Totango, Vitally, ClientSuccess, or ChurnZero
  • Comfort leveraging AI tools, particularly Claude
  • Ability to navigate difficult conversations while preserving strong customer relationships
  • Proactive growth mindset and bias for action
  • Excellent communication, listening, facilitation, and negotiation skills
  • Ability to work autonomously on projects and initiatives
  • Strong data analysis, time management, organizational, and prioritization skills

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: San Francisco, CA
1,902 Employees
Year Founded: 2012

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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