Customer Success Manager, Alternative Assets at Carta | Powderkeg

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.

**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


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 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 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 ]( 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-

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]( companies/2020) 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]( benefits) and certified as a Great Place to Work.

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Job Summary
  • Job Title
    Customer Success Manager, Alternative Assets
  • Company
  • Location
    San Francisco, CA
  • Employment Type
    Full time
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