Head of Account Management

Carta; New York (NY); On-site; USD 260,000; Full time

Job summary

Carta is seeking an experienced leader in Account Management to strengthen client relationships and drive satisfaction in private capital markets. The role requires extensive experience in managing client lifecycles and proven leadership in B2B SaaS or fintech environments, offering a competitive salary and equity package in New York. Join a mission focused on empowering equity ownership through innovative software solutions.

Benefits

Market competitive salary

Equity for all full-time roles

Exceptional benefits

Commission plan for applicable roles

Qualifications

• 12-15+ years in account management, ideally in B2B SaaS or fintech.
• 8+ years experience with private capital clients.
• Proven success with senior relationships and strategic outcomes.

Responsibilities

• Cultivate trusted relationships with senior stakeholders.
• Drive expansion opportunities through upsell and renewals.
• Build and mentor a high-performing account management team.

Skills

Account Management

Client Success

Business Development

People Leadership

Data-informed Decision Making

Job description

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a leader of Account Management, you’ll work to:

• Strengthen Client Relationships – Cultivate trusted relationships with senior stakeholders (e.g., CFOs, GPs, Heads of Finance) within strategic client accounts to drive satisfaction, adoption, and retention.
• Drive Expansion & Growth – Identify opportunities for upsell, cross-sell, and renewals in close coordination with Sales.
• Lead a High-Impact Team – Build, mentor, and scale a high-performing account management team focused on delivering measurable client outcomes and maximizes product adoption.
• Facilitate Delightful Client Journey – Oversee lifecycle touchpoints from onboarding through renewal, ensuring clients receive consistent value and proactive engagement.
• Strategy & Execution – Partner cross-functionally with R&D, Finance, and Delivery to align Carta’s offerings with evolving client needs and expanding asset class focus.

The Team You’ll Work With

The Account Management team focuses on strengthening client relationships to drive satisfaction, retention, and growth. They monitor health metrics and implement retention strategies to reduce churn while driving product adoption and ensuring swift issue resolution. By developing strategic account plans and conducting QBRs and onsite meetings, they assess engagement, introduce new products, and optimize client operating models. Their success is measured by customer satisfaction, retention rates, expansion opportunities, and overall market sentiment.

About You

• 12-15+ years of experience in account management, client success, Delivery, or business development, ideally in B2B SaaS or fintech.
• 8+ years of experience working with or servicing private capital clients.
• Proven success managing senior relationships (CFOs, GPs, COOs) and influencing strategic outcomes.
• Experience overseeing full client lifecycle from onboarding through growth, renewals, and long-term retention.
• Skilled people leader with a track record of building and scaling high-performing teams.
• Data-informed thinker who drives outcomes through metrics, insights, and structured client engagement.

Nice-to-Haves:

• Fund administration, fund accounting, or financial operations experience.
• Deep familiarity with LP reporting, capital activity, and private market systems and workflows.
• Experience evolving client-facing functions through periods of high-growth or transformation.

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 minimum cash compensation (salary + commission if applicable) for this role is:

• $260,000.00 OTE in New York, New York

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, seePrivacy,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].