Responsibilities

• Develop and own deep relationships with our largest and most strategic customers to drive product adoption and long-term success, including regular in-person engagement.
• Partner closely with customers to create and manage tailored project plans that align with their business goals.
• Collaborate cross-functionally with internal teams—often through in-person meetings—to ensure alignment on product roadmaps and client expectations.
• Design and execute strategies to increase customer engagement and reduce churn, leveraging both in-person and digital channels.
• Use technology platforms and proactive communication to deliver Carta’s value at scale while balancing this with high-touch, in-person interactions as needed.
• Lead customers through the renewal process, including direct conversations around scope changes, service escalations, and contract terms.
• Negotiate renewal agreements focused on creating mutually beneficial outcomes for both the customer and Carta.
• Understand customer goals, challenges, and success metrics—and provide guidance that helps them maximize value from Carta’s platform and services.
• Build meaningful, long-term relationships with key stakeholders and decision-makers, cultivating account champions and Carta advocates through trust and regular contact.
• Participate in resolving customer issues in collaboration with internal teams, visiting customer sites when necessary to ensure a strong service experience.

Requirements

• 4+ years of client facing experience
• Prior experience working in venture capital, private equity or accounting strongly preferred
• Proven ability to build and manage existing customer account relationships
• Proven ability to establish and optimize operational processes related to customer account management
• Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and prioritization skills
• Ambitious, detail-oriented and self-starter with a proven track record of delivering results
• Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption

Benefits

• equity for all full time roles
• exceptional benefits