<div class="content-intro"><h2>The Company You’ll Join</h2>
<p>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.&nbsp;</p>
<p>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.&nbsp;</p>
<p>For more information about our offices and culture, check out our <a href="https://carta.com/careers/">Carta careers page</a>.</p></div><h4><strong>The Problems You’ll Solve&nbsp;</strong></h4>
<ul>
<li>Own the success and health of your assigned clients by developing strategies aimed to&nbsp; increase engagement and revenue while mitigating churn</li>
<li>Become a trusted advisor; develop consultative relationships with assigned territory of customers by delivering value, sharing best practices and acting as the voice of customer internally</li>
<li>Drive product adoption and usage of Carta throughout the customer journey</li>
<li>Achieve monthly expansion and upsell targets and renewal forecast for Alternative Assets business unit</li>
<li>Leverage technology to proactively engage with customers at scale regarding Carta’s values, upsell opportunities, and upcoming renewals</li>
<li>Negotiate win-win outcomes for customer and Carta</li>
<li>Identify upsell and cross sell opportunities through customer interactions, and develop a&nbsp; specific strategy to align with customer business objectives</li>
</ul>
<h4><strong>The Team You’ll Work With</strong></h4>
<p>The Customer Success team here at Carta is a key part of the start-up within the start-up Alternative Assets business unit.&nbsp; We manage the full lifecycle of our growing LLC &amp; PE backed customers, from early stage to exit.&nbsp; Many of these companies drive the direction of our product and vision.&nbsp; This team is fast-paced, adaptable, and hyper-focused on the health and growth of these valuable customers. The Customer Success team consistently works cross-functionally with all teams contributing to our ever improving product and processes to build a successful business unit within Carta.&nbsp;</p>
<h4><strong>The Impact You’ll Have</strong></h4>
<p>By building relationships with our Alt. Asset customers, you will be contributing directly to a key company-wide metric of “net dollar retention”, while securing our future pipeline for other product lines.</p>
<h4><strong>About You</strong></h4>
<p>We’re looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities.&nbsp; Cross-departmental collaboration and communication is critical to success in the role, as well as efficient time management. In addition, we’re prioritizing:&nbsp;</p>
<ul>
<li>2-4 years of prior experience in Customer Success or Account Management, preferably in a SaaS environment</li>
<li>SFDC literacy and proficiency&nbsp;</li>
<li>Experience working with any customer success platforms such as Catalyst, Gainsight, Totango, Client Success, or Churn Zero</li>
<li>Strong customer success skills and demonstrated ability to to work through difficult conversations, with the goal of preserving relationships</li>
<li>Growth mindset, proactive, and a bias for action</li>
<li>Excellent communication, listening, facilitation, and negotiation skills</li>
<li>Strong data analysis, organizational, and prioritization skills</li>
</ul>
<h2><strong>Salary</strong></h2>
<p>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.</p>
<p>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 $123,250 - $145,000&nbsp; in San Francisco, CA.</p>
<p>Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.</p><div class="content-conclusion"><p><span style="font-size: 10pt;">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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our&nbsp;<a href="https://carta.com/careers/">careers page</a> to get to know us better as you think about your next step at Carta.</span></p>
<h2>Important Security Notice for Candidates</h2>
<p>Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. <strong>Please note that all official communications from us will come from an @carta.com domain</strong>. 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 <a href="https://consumer.ftc.gov/consumer-alerts/2023/08/scammers-impersonate-well-known-companies-recruit-fake-jobs-linkedin-and-other-job-platforms">the guidelines </a>provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to <a href="mailto:recruiting-systems@carta.com">recruiting-systems@carta.com</a>.</p>
<h2>Awards and Acknowledgements</h2>
<p>Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the <a href="https://www.forbes.com/lists/cloud100/?sh=2b8dd7e27d9c">Forbes World’s Best Cloud Companies</a>, <a href="https://www.fastcompany.com/most-innovative-companies/2020">Fast Company's Most Innovative</a> list, and <a href="https://www.inc.com/inc5000/2020">Inc.’s Fastest-Growing Private Companies</a>. We’ve also been recognized as a <a href="https://builtin.com/awards/us/2023/best-places-to-work">2023 Built In Best Place to Work in the U.S.</a>, a <a href="https://www.themuse.com/advice/vibe-awards-2022-vacation-time-off-benefits">Muse VIBE Award winner in the Vacation and Time Off category</a> and certified as a <a href="https://www.greatplacetowork.com/certified-company/7036977">Great Place to Work</a>.</p>
<p><em>Interested in data privacy? Check out our policies on <a href="https://carta.com/privacy/">Privacy</a> and <a href="https://carta.com/privacy/candidate/">CA Candidate Privacy.</a></em></p></div>

## 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](https://carta.com/careers/).

####  **The Problems You’ll Solve  **

  * Own the success and health of your assigned clients by developing strategies aimed to  increase engagement and revenue while mitigating churn
  * Become a trusted advisor; develop consultative relationships with assigned territory of 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
  * Achieve monthly expansion and upsell targets and renewal forecast for Alternative Assets business unit
  * Leverage technology to proactively engage with customers at scale regarding Carta’s values, upsell opportunities, and upcoming renewals
  * Negotiate win-win outcomes for customer and Carta
  * Identify upsell and cross sell opportunities through customer interactions, and develop a  specific strategy to align with customer business objectives

#### **The Team You’ll Work With**

The Customer Success team here at Carta is a key part of the start-up within
the start-up Alternative Assets business unit.  We manage the full lifecycle
of our growing LLC & PE backed customers, from early stage to exit.  Many of
these companies drive the direction of our product and vision.  This team is
fast-paced, adaptable, and hyper-focused on the health and growth of these
valuable customers. The Customer Success team consistently works cross-
functionally with all teams contributing to our ever improving product and
processes to build a successful business unit within Carta.

#### **The Impact You’ll Have**

By building relationships with our Alt. Asset customers, you will be
contributing directly to a key company-wide metric of “net dollar retention”,
while securing our future pipeline for other product lines.

#### **About You**

We’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, as well as
efficient time management. In addition, we’re prioritizing:

  * 2-4 years of prior experience in Customer Success or Account Management, preferably in a SaaS environment
  * SFDC literacy and proficiency 
  * Experience working with any customer success platforms such as Catalyst, Gainsight, Totango, Client Success, or Churn Zero
  * Strong customer success skills and demonstrated ability to to work through difficult conversations, with the goal of preserving relationships
  * Growth mindset, proactive, and a bias for action
  * Excellent communication, listening, facilitation, and negotiation skills
  * Strong data analysis, organizational, and prioritization skills

## **Salary**

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 $123,250 - $145,000  in San Francisco, CA.

Final offers may vary from the amount listed based on geography, candidate
experience and expertise, and other factors.

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 recruiter
via email. As a company, we value fairness, helpfulness, transparency,
leadership and build our teams around these values. Check out our [careers
page](https://carta.com/careers/) 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 an @carta.com domain**. 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 ](https://consumer.ftc.gov/consumer-alerts/2023/08/scammers-
impersonate-well-known-companies-recruit-fake-jobs-linkedin-and-other-job-
platforms)provided by the Federal Trade Commission (FTC). If you encounter any
suspicious activity, please report it immediately to [recruiting-
systems@carta.com](mailto:recruiting-systems@carta.com).

## 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](https://www.forbes.com/lists/cloud100/?sh=2b8dd7e27d9c), [Fast
Company's Most Innovative](https://www.fastcompany.com/most-innovative-
companies/2020) list, and [Inc.’s Fastest-Growing Private
Companies](https://www.inc.com/inc5000/2020). We’ve also been recognized as a
[2023 Built In Best Place to Work in the
U.S.](https://builtin.com/awards/us/2023/best-places-to-work), a [Muse VIBE
Award winner in the Vacation and Time Off
category](https://www.themuse.com/advice/vibe-awards-2022-vacation-time-off-
benefits) and certified as a [Great Place to
Work](https://www.greatplacetowork.com/certified-company/7036977).

_Interested in data privacy? Check out our policies
on[Privacy](https://carta.com/privacy/) and [CA Candidate
Privacy.](https://carta.com/privacy/candidate/)_

