Senior Private Equity Customer Success Leader | Equity

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

Job summary

Carta is seeking a Senior Private Equity Customer Success Manager to own portfolios of Private Equity firm customers, ensuring they realize value from Carta products and drive adoption. You will collaborate closely with Sales to expand features and manage renewals, aiming for best-in-class customer outcomes.

Ideal candidates have 5+ years in enterprise client‑facing roles within PE/VC, a quantitative mindset, and strong communication skills to influence senior stakeholders.

Qualifications

• 5+ years of enterprise client-facing experience, with PE/VC background preferred.
• Strong quantitative ability and ability to present to sophisticated investors.
• Proven track record in managing strategic accounts and negotiations.
• Diplomatic under pressure with excellent communication skills.
• Proactive, organized, and detail-oriented with process-driven mindset.
• Collaborative, cross-functional leader able to drive complex projects.

Responsibilities

• Build strategic relationships with PE stakeholders and convert them into advocates.
• Monitor account health, adoption, and renewal risk with data-driven insights.
• Lead negotiations to secure renewal outcomes and manage escalations.
• Identify white-space opportunities for cross-sells and upsells.
• Leverage AI tools to transform data into actionable customer insights.
• Coordinate with R&D and Support to feed product roadmap inputs.
• Maximize value extraction from Carta's Private Equity platform.

Skills

Enterprise client-facing experience

Private Equity / VC experience

Quantitative aptitude

Communication & negotiation

Cross-functional collaboration

Job description

Carta is seeking a Senior Private Equity Customer Success Manager to own portfolios of Private Equity firm customers, ensuring they realize value from Carta products and drive adoption. You will collaborate closely with Sales to expand features and manage renewals, aiming for best-in-class customer outcomes.

Ideal candidates have 5+ years in enterprise client‑facing roles within PE/VC, a quantitative mindset, and strong communication skills to influence senior stakeholders.