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VC Account Manager, Growth and Standard

San Francisco, CA; New York, NY

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. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

  • Focus on maintaining and improving Carta customer health, including retention, engagement, and adoption of Carta’s products
  • Leverage technology to proactively engage with customers at scale regarding Carta’s value
  • Manage customers through the renewal process, including effectively managing escalations related to contract terms
  • Negotiate win-win renewal outcomes for the customer and Carta
  • Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
  • Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
  • Participate in customer issues and manage to resolution
  • Engage customers to act as a reference
  • Maintain high levels of customer engagement and satisfaction with a focus on customer loyalty
  • Monitor and influence product usage, customer engagement and satisfaction feedback
  • Make Carta users love Carta by proactively offering advice on best practices and creative product solutions
  • Proactively identify areas where customers can further engage with the Carta product

The Team You'll Work With

We’re looking for exceptional Account Managers to own and manage relationships with existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with product to drive adoption of  additional features, and managing customers successfully through the renewal process.

As an Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

About You

  • 3+ 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
  • Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
  • A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
  • Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
  • Diplomacy, tact and poise under pressure when working through customer issues

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

 $165,000.00 OTE in San Francisco, CA & New York, NY

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.

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.

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