Senior Private Equity CSM - AI-Driven Growth & Strategy

United States Digital Space LLC; San Francisco (CA); On-site; USD 154,000 - 181,000; Full time

Benefits offered by this job

Equity for full-time roles

Commission plans

Exceptional benefits

Job summary

Carta is seeking a seasoned Customer Success Manager to own and manage Private Equity firm portfolios, ensuring value, adoption, and renewals. You’ll partner with sales, product, and support to drive success and expand relationships across the client’s Carta ecosystem.

You will work with cross-functional teams to align product adoption with business goals, mitigate risks, and develop strategic account plans that elevate customer outcomes and loyalty.

Qualifications

• 5+ years of enterprise client-facing experience, preferably in PE/VC.
• Demonstrated strategic account management and negotiation skills.
• Strong communication and ability to influence at executive levels.
• Proactive, organized and data-driven with cross-functional collaboration.
• Tech-forward mindset leveraging AI tools to optimize workflows.

Responsibilities

• Strategically manage PE firm client relationships and drive value.
• Collaborate with sales to drive product adoption and renewals.
• Develop and execute account strategy and renewal plans.
• Explore cross-sells and expansions across portfolios.
• Use AI tools to derive insights and communicate value.
• Coordinate with product, legal, finance, and support teams.
• Mitigate risk and address high-priority client issues.
• Act as a trusted advisor and reference for prospects.

Skills

Enterprise client-facing

PE/VC experience

Quantitative aptitude

Strategic account mgmt

Negotiation

Cross-functional collaboration

AI tools utilization

Tools

AI tools

Job description

Carta is seeking a seasoned Customer Success Manager to own and manage Private Equity firm portfolios, ensuring value, adoption, and renewals. You’ll partner with sales, product, and support to drive success and expand relationships across the client’s Carta ecosystem.

You will work with cross-functional teams to align product adoption with business goals, mitigate risks, and develop strategic account plans that elevate customer outcomes and loyalty.