Senior Private Equity Customer Success Manager
$146,158–$171,950 year
On-siteSan Francisco, California, United States
Job Summary
Own and manage portfolios of existing Private Equity Firm customers, ensuring they extract maximum value from Carta products while collaborating with sales to drive feature adoption. Proactively monitor account health and adoption trends by delivering data-driven insights and strategic account plans, then secure win-win renewal outcomes through expert contract negotiations. Uncover cross-sell and upsell opportunities across broader portfolios to influence clients toward the comprehensive ERP vision, while acting as the primary escalation point for complex issues and churn risks. Partner with R&D, product, and support teams to synthesize client feedback and directly influence the product roadmap, ultimately activating customers as references for prospective deals.
Required Qualifications
- 5+ years of enterprise client-facing experience
- backgrounds in Private Equity or Venture Capital
- quantitative aptitude
- professional polish required to advisor-sell and present to clients with sophisticated investment knowledge
- Proven track record of managing strategic account relationships
- utilizing exceptional communication, negotiation, and facilitation skills
- Diplomatic and poised under pressure
- demonstrated ability to navigate difficult conversations and preserve critical client relationships
- Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption
- Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management
- Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion
- Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains
- Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact
- An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture
- Carta uses E-Verify in the United States for employment authorization
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