The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class
software, purpose-built for everyone in venture capital, private equity and
private credit.
Carta’s fund administration platform supports nearly 7,000 funds and SPVs,
representing $150B in assets under administration in venture capital and
private equity. Trusted by more than 40,000 companies, Carta also helps
private businesses in over 160 countries manage their cap tables, valuations,
taxes, equity programs, compensation, and more.
Together, Carta is creating the end-to-end ERP platform for private markets.
Traditional ERP solutions don’t work for Private Funds. Private capital
markets need a comprehensive software solution to replace outdated
spreadsheets and fragmented service providers. Carta’s software for the Office
of the Fund CFO does just that - it’s a new category of software to make
private markets look more like public markets - a connected ERP for private
capital.
For more information about our offices and culture, check out our Carta
careers page.
**The Problems You’ll Solve **
In this role as a Senior Customer Success Manager on our team, you will be on
the front lines to proactively respond to customer inquiries in a scaled
manner. You will seek to understand the challenges facing Carta’s customers,
and enable and empower them to utilize and extract value from Carta.
- Operate in a scaled client ownership structure to respond to sensitive customer inquiries regarding contract renewals, pricing increases, and escalations
- Learn to prioritize inbound customer requests based on a variety of factors including urgency, renewal timeline, churn risk factors, etc.
- Understand and execute basic contract renewal negotiations according to defined policies and processes
- Manage account-level escalations by leveraging standard responses and working closely with management
- Work between a variety of systems including Salesforce, Catalyst, and Jira
- Educate customers about Carta features and products via email and live calls, leveraging your knowledge of the Carta feature set, customer lifecycle, and self-help content
The Team You’ll Work With
The Founder Success team is hyper-focused on building processes and using
technology to scale proactive customer education and engagement. This team is
dedicated to improving the customer experience, being the voice of the
customer internally, and helping customers get the most out of their Carta
subscription.
The Impact You’ll Have
By proactively engaging with Carta customers as well as reactively monitoring
incoming requests, you will be helping to improve our overall customer
retention, secure our future pipeline for new product lines, and drive change
for the broader company and mission.
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:
- Fluent in English with strong written and verbal communication skills
- Responsive and able to complete tasks in a timely manner
- Prior experience working in a customer support, customer success, or account management role
- Experience working with customers via live interactions such as zoom meetings, phone calls, and live chats
- Experience working with Salesforce, Catalyst or other Account Specialists and support ticketing systems
- Diplomacy, tact and poise under pressure, and a high tolerance for ambiguity
- Growth mindset, proactive, and action-oriented
- Customer success skills and demonstrated ability to to work through difficult conversations, with the goal of preserving relationships
- Excellent communication, listening, facilitation, and negotiation skills
- Strong data analysis, organizational, and prioritization skills
Even if you don’t have all of the qualifications we’ve listed, please apply if
you believe you could be impactful in this role!
Please submit your resume in English
Disclosures:
- 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 talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.