Private Capital Client Partner

Carta; Santa Clara (CA); On-site; USD 176,000 - 220,000; Full time

Benefits offered by this job

Equity for all full time roles

Exceptional benefits

Commissions plans (where applicable)

Job summary

Carta, a leader in private capital software, seeks a Client Partner to own account strategy and drive value for large clients. You will leverage deep industry knowledge, advanced data analysis, and strong relationships to guide late-stage sales through onboarding and go-live.

Your cross-functional collaboration across GTM, Delivery, and R&D will ensure successful outcomes. In this role, you will educate clients on the Carta way, manage expectations, and advocate for customers to maximize

Qualifications

• 8+ years of Private Capital Accounting and Operational experience.
• Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus.
• Prior experience working in Private Capital financial services strongly preferred.
• Proven ability to build and manage new customer account relationships.
• Proven ability to assess, establish and optimize operational and accounting processes and best practices.
• Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations.
• Excellent communication, listening, facilitation, and negotiating skills.
• Proactive, action-oriented.
• Strong data analysis, organization, and project management 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.
• 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.
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge.

Responsibilities

• Increase win rates through partnership with Go To Market teams during late stage sales.
• Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning.
• Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live.
• Ensure smooth transitions between all team handoffs with a consistent, trusted expert.
• Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model.
• Ensure proper expectation setting and alignment across all internal and external stakeholders.
• Project manage the cross functional conversion process from prior administrator to Carta.
• Create internal governance structures for proper internal status and escalation channels.
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement.
• Educate the Client “the Carta way” (product demos, recommended banks, etc.)
• Ensure proper framework to manage net new product feature requests.
• Build deep relationships with external decision makers to enable them to be Carta advocates.

Skills

Private Capital

AI tools

Client relationships

Operations optimization

Communication

Cross-functional work

Data analysis

Project management

Negotiation

Tools

Claude or similar LLMs

Job description

The Company You’ll JoinCarta 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.

The Problems You'll Solve

• Increase win rates through partnership with Go To Market teams during late stage sales
• Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning
• Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live
• Ensure smooth transitions between all team handoffs with a consistent, trusted expert
• Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model
• Ensure proper expectation setting and alignment across all internal and external stakeholders
• Project manage the cross functional conversion process from prior administrator to Carta
• Create internal governance structures for proper internal status and escalation channels
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Educate the Client “the Carta way” (product demos, recommended banks, etc.)
• Ensure proper framework to manage net new product feature requests
• Build deep relationships with external decision makers to enable them to be Carta advocates

The Team You'll Work With

The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta’s Upmarket and Private Capital growth. Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market (“GTM”), Delivery, R&D and the executive team to ensure positive client and business outcomes.

About You

• 8+ years of Private Capital Accounting and Operational experience
• Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
• Prior experience working in Private Capital financial services strongly preferred
• Proven ability to build and manage new customer account relationships
• Proven ability to assess, establish and optimize operational and accounting processes and best practices
• Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and project management 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
• 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
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge

Salary

$167,200.00 - $209,000.00 in Seattle, WA
$176,000.00 - $220,000.00 in San Francisco, CA & Santa Clara, CA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Benefits

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 range for this role is:

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].