Senior Private Equity Customer Success Manager

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

Benefits offered by this job

Equity for full-time roles

Competitive salary

Commission plans where applicable

Excellent benefits

Job summary

Carta is seeking a seasoned Customer Success Manager for Private Equity firms to own and manage high-value portfolios, ensuring customers derive value from Carta products. You will work with sales, product, legal, and support to drive adoption and renewals, while building roadmaps that align with client goals and Carta’s ERP vision.

You will collaborate across teams to expand relationships, leverage AI to generate insights, and navigate complex commercial negotiations, all while maintaining

Qualifications

• 5+ years of enterprise client-facing experience in B2B software.
• Background in Private Equity or Venture Capital preferred.
• Strong communication, negotiation, and facilitation skills.
• Diplomatic under pressure with ability to preserve key relationships.
• Proactive, organized, and data-driven with AI-enabled workflows.

Responsibilities

• Own and manage portfolios of PE firm customers to ensure value.
• Collaborate with sales, product, and support to drive adoption.
• Lead renewal negotiations and manage complex contractual issues.
• Identify cross-sell and upsell opportunities across portfolios.
• Leverage AI tools to derive insights and inform account strategy.
• Partner with R&D and Customer Support to incorporate feedback.
• Act as primary escalation point to mitigate churn.

Skills

Enterprise client-facing experience

Private Equity / VC background

Negotiation & communication

Cross-functional collaboration

AI-driven workflows

Job description

The Company You’ll Join

Carta 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 Team You’ll Work With

We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process.

As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with product, sales, legal, finance, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

The PE Firm CSM is a new function at Carta - you will be on the front lines of building out our entire post-sales process for Private Equity firms across Carta’s complete product set. You will become an expert in how the different parts of our product work together, and leverage value generation and strong relationships to enhance customer exposure to broader components of Carta’s ERP.

The Problems You’ll Solve

• Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates.


• Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals.


• Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations.


• Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity.


• Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business..


• Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks.


• Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap.


• Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients.

About You

• 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.


• A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge.


• Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills.


• Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships.


• Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption.


• Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management.


• Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion.


• Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains.


• Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact.


• An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture.

Salary

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


• $153,850 - $181,000 OTE in San Francisco, CA & New York City, NY


• We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

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].