Customer Success Manager

Carta; New York (NY); On-site; USD 129,000 - 144,000; Full time

Benefits offered by this job

Competitive salary

Equity

Health insurance

Flexible work

Commission plans

Job summary

Carta is seeking a Scaled Customer Success Manager in New York to own a 40+ account portfolio post-onboarding, driving retention, value delivery, and expansion. You will triage high-potential accounts, collaborate with AEs on renewals, and use CS tooling and AI to monitor health signals across funds, contracts, and private markets.

You’ll partner with legal delivery, product, and operations to ensure client success, nurture relationships, and propel ARR growth.

Qualifications

• 3+ years in Customer Success or Account Management within SaaS or professional services.
• Portfolio management experience: handle 40+ accounts.
• Strong communication with clients; proactive and empathetic.
• Commercial instincts to spot expansion and drive ARR.
• Data-driven: monitor health scores and expansion signals.
• Comfort with CS tooling and AI to manage portfolios.
• Cross-functional collaboration with AEs, legal delivery, product, and operations.
• Experience in legal or private markets is a plus.

Responsibilities

• Own a 40+ account portfolio post-onboarding — building strong relationships and ensuring clients get value.
• Triage portfolio by risk, strategic value, and expansion opportunities.
• Conduct quarterly check-ins and bi-annual Executive Business Reviews.
• Leverage CS tooling and AI to manage portfolio health at scale.
• Partner with Account Executives on renewals and expansion opportunities.
• Synthesize account signals and surface client feedback to product and ops.
• Drive Net Dollar Retention with focus on whitespace and proactive risk management.
• Contribute to playbook development to improve the scaled model.

Skills

Portfolio management

Customer Success

Account management

Client communication

Commercial instinct

Data-driven

AI tooling

Cross-functional collaboration

Legal/private markets knowledge

Job description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

Scaled Customer Success Manager

Carta Law · Customer Success

About Carta Law

Carta Law is the world's largest AI-native legal services platform — rebuilding how legal work is structured, delivered and scaled. Combining deep legal expertise with proprietary AI infrastructure, we serve the world's leading venture-backed companies, founders and investors across every critical moment in a company's lifecycle: incorporation, fundraising, secondaries, governance and exit.

We sit inside Carta — the operating system for private markets. Our captive client base spans more than 70,000 companies across every stage of growth, giving Carta Law a deal-flow advantage no traditional firm can replicate.

We are not a traditional law firm. We are a technology company building the future of legal services — operating at the intersection of venture financing, software and AI, and scaling rapidly across the Americas, London and APAC. A dedicated team of R&D and product engineers, based across San Francisco, New York and London, works alongside our lawyers to build that future.

The Problems You'll Solve

As a Scaled Customer Success Manager, you'll own a portfolio of 40+ accounts post-onboarding — using smart prioritisation, great tooling, and a medium-touch model to drive retention and expansion across a broad book of business.

Specifically, you'll:

• Own a portfolio of accounts as their primary contact post-onboarding — building strong relationships and ensuring clients are consistently getting value from Carta Law.
• Triage and prioritise your portfolio by risk, strategic value, and expansion opportunity — deploying your time where it has the greatest commercial impact.
• Conduct quarterly check-ins and bi-annual Executive Business Reviews — keeping clients engaged, informed, and aligned to their goals.
• Leverage CS tooling and AI to manage portfolio health at scale — tracking account signals, personalising outreach, and identifying at-risk accounts before they churn.
• Partner with Account Executives (AE) on renewals and expansion opportunities — identifying whitespace across Contracts, Compliance, and Funds, and surfacing commercial conversations at the right moment.
• Synthesise account signals and surface client feedback to product and operations — acting as the voice of your clients internally to influence service design and roadmap.
• Drive significant Net Dollar Retention across your portfolio, with a focus on whitespace opportunities, proactive risk management and early intervention.
• Contribute to playbook development, sharing learnings that improve the scaled model for the whole team.

The Team You'll Work With

You'll be joining our Carta Law Customer Success (CS) team. We manage the full client lifecycle — from welcoming new clients through onboarding to building deep, lasting relationships with established fund managers and their legal teams.

We sit at the intersection of legal delivery, commercial strategy, and operations. Day-to-day you'll partner closely with AEs, legal delivery, and the CS Program Manager to ensure clients across your portfolio are healthy and growing. You'll be a key part of the team reporting to the Global Head of CS.

About You

We're looking for a client-focused, commercially aware professional who knows how to manage a broad book of business without losing the personal touch. You're organised, data-driven, and energised by the challenge of driving real outcomes at scale.

Specifically, we're looking for:

• 3+ years of experience in Customer Success or Account Management within SaaS or professional services. You've managed a portfolio of accounts and know how to balance competing priorities without dropping anything.
• Portfolio management experience. You're comfortable managing 40+ accounts simultaneously — using data and tooling to triage effectively and deploy your time where it matters most.
• Strong client communication skills. You communicate proactively, build rapport quickly, and handle difficult conversations with professionalism and empathy.
• Commercial instincts. You spot expansion opportunities organically and know how to partner with sales to take them forward. You understand what drives ARR and how CS contributes.
• Data-driven approach. You track GDR, account health scores, and expansion signals — and use them to drive decisions.
• Comfort with tooling and AI. You're experienced with CS platforms and either already using AI to manage your portfolio more efficiently, or you're eager to.
• Cross-functional collaboration. You work naturally with AEs, legal delivery, product, and operations — marshalling internal resources to get things done for your clients.
• Prior experience in the legal industry or private markets is a significant advantage. Familiarity with venture capital, private equity, or fund operations gives you an immediate leg up in understanding our clients' world.

What We Offer

• Competitive salary
• Equity in Carta
• Private health insurance
• Flexible working arrangements
• A high-growth environment where you'll build something that matters

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:

• $129,000 - $144,000 in New York
  $109,000 - $122,000 in New Jersey

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 [e-mail].