Senior Enterprise Customer Success Manager

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 Team You’ll Work With

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