Senior Private Equity Customer Success Leader

Carta Healthcare; San Francisco (CA); On-site; USD 153,850 - 181,000; Full time

Job summary

Carta Healthcare seeks an experienced Customer Success Manager to own portfolios of Private Equity Firm customers, drive product adoption, and manage renewals. You will collaborate across sales, product, legal, finance, marketing and support to align value with customers' business goals.

Ideal candidates have 5+ years of enterprise client-facing experience, strong quantitative skills, and a track record of strategic account management.

Qualifications

• 5+ years of enterprise client-facing experience.
• Background in Private Equity or Venture Capital preferred.
• Proven track record in strategic account relationships and negotiations.
• Strong communication, negotiation, and facilitation skills.
• Ability to collaborate across product, sales, legal, finance, marketing and support.

Responsibilities

• Build deep relationships with key PE decision-makers and advocates.
• Monitor and improve account health, adoption, and value realization with data-driven insights.
• Drive renewal outcomes and navigate complex contract negotiations.
• Identify white space opportunities for cross-sells and upsells.
• Leverage AI tools to turn data into actionable insights for customers.
• Coordinate with R&D and Support to feed feedback into the product roadmap.
• Position Carta’s ERP platform to expand client value and loyalty.

Skills

Enterprise client-facing

Private equity background

Quantitative mindset

Negotiation skills

Cross-functional collaboration

Tools

AI tools

Job description

Carta Healthcare seeks an experienced Customer Success Manager to own portfolios of Private Equity Firm customers, drive product adoption, and manage renewals. You will collaborate across sales, product, legal, finance, marketing and support to align value with customers' business goals.

Ideal candidates have 5+ years of enterprise client-facing experience, strong quantitative skills, and a track record of strategic account management.