Senior Strategic Customer Success Manager - Private Markets

Carta; London (KY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Equity in Carta

Private health insurance

Flexible working arrangements

A high-growth environment where you'll

Job summary

Carta Law is seeking a Strategic Customer Success Manager to manage top accounts with a high-touch approach, partnering with PE stakeholders, GCs, and executives across the portfolio. You’ll lead executive reviews and drive retention and expansion while collaborating with AEs and product teams in a fast-paced, private-markets environment.

You’ll translate client needs into strategic actions, guide cross-functional teams, and deliver measurable value.

Qualifications

• 5+ years in Customer Success, Account Management, or senior client-facing roles.
• Experience with senior stakeholders such as GCs, CFOs, and PE decision-makers.
• Ability to identify cross-sell and upsell opportunities and partner with Sales.
• Proven track record leading executive-level business reviews.
• Ownership of client relationships from onboarding to mature partnerships.
• Excellent verbal and written communication skills for diverse audiences.
• Strong data interpretation to drive conversations and decisions.
• High emotional intelligence with diplomacy and professionalism.

Responsibilities

• Manage a portfolio of high-value accounts with a high-touch model for senior PE stakeholders and executives.
• Build deep, trusted relationships with PE decision-makers, positioning Carta Law as a strategic partner.
• Lead Quarterly Business Reviews with executive stakeholders, presenting ROI and roadmap alignment.
• Partner with Account Executives on upsell, cross-sell, and late-stage sales cycles.
• Serve as the escalation point across legal delivery, finance, sales, and product.
• Coordinate monthly data packs, tracking NDR, retention, and expansion trends.
• Act as the voice of your clients to influence service design and product roadmap.
• Drive significant Net Dollar Retention across your portfolio.

Skills

5+ years experience

Senior stakeholder relationships

Commercial instincts

Executive-level reviews

Full lifecycle ownership

Verbal and written communication

Data fluency

Emotional intelligence

Legal/private markets familiarity

Job description

Carta Law is seeking a Strategic Customer Success Manager to manage top accounts with a high-touch approach, partnering with PE stakeholders, GCs, and executives across the portfolio. You’ll lead executive reviews and drive retention and expansion while collaborating with AEs and product teams in a fast-paced, private-markets environment.

You’ll translate client needs into strategic actions, guide cross-functional teams, and deliver measurable value.