Private Capital Client Partner
$167,200–$209,000 year
On-siteSeattle, Washington, United States
Job Summary
Increase win rates through partnership with Go To Market teams during late stage sales and demonstrate deep knowledge of Carta and industry best practices to complete operational and technical discovery. Serve as the Client's trusted advisor from late stage sale through onboarding and eventual go-live, ensuring smooth transitions between team handoffs and proper expectation setting. Partner with R&D and Delivery teams to develop strategies for non-standard items, manage cross-functional conversion processes, and create internal governance structures for status and escalation channels. Educate the Client on the Carta way, manage net new product feature requests, and build deep relationships with external decision makers to enable advocacy.
Required Qualifications
- 8+ years of Private Capital Accounting and Operational experience
- Proven ability to build and manage new customer account relationships
- Proven ability to assess, establish and optimize operational and accounting processes and best practices
- Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
- Excellent communication, listening, facilitation, and negotiating skills
- Proactive, action-oriented
- Strong data analysis, organization, and project management skills
- Ambitious, detail-oriented and self-starter with a proven track record of delivering results
- Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
- Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
- Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
- Diplomacy, tact and poise under pressure when working through customer issues
- Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge
Desired Qualifications
- Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
- Prior experience working in Private Capital financial services strongly preferred
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