Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
The Team You'll Work With
We’re looking for exceptional Account Managers to own and manage relationships with existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with the product team to drive adoption of additional features, and managing customers successfully through the renewal process. As an Account Manager, you will play a critical business role at Carta. You will work with your 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 the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty. About You
3+ years of client facing experience Prior experience working in venture capital, private equity or accounting strongly preferred Proven ability to build and manage existing customer account relationships Proven ability to establish and optimize operational processes related to customer account management Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships Excellent communication, listening, facilitation, and negotiating skills Proactive, action-oriented Strong data analysis, organization, and prioritization skills Ambitious, detail-oriented and self-starter with a proven track record of delivering results Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion Diplomacy, tact and poise under pressure when working through customer issues Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge Ability to travel both locally and on extended trips within the continental US to visit clients on-site and in-person approximately 1-2 times per week Please note: This role requires regular in-person interaction with customers and team members, including client site visits and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service. 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: $165,000.00 OTE in San Francisco, CA & New York, 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. 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 security@carta.com.
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We’re looking for exceptional Account Managers to own and manage relationships with existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with the product team to drive adoption of additional features, and managing customers successfully through the renewal process. As an Account Manager, you will play a critical business role at Carta. You will work with your 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 the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty. About You
3+ years of client facing experience Prior experience working in venture capital, private equity or accounting strongly preferred Proven ability to build and manage existing customer account relationships Proven ability to establish and optimize operational processes related to customer account management Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships Excellent communication, listening, facilitation, and negotiating skills Proactive, action-oriented Strong data analysis, organization, and prioritization skills Ambitious, detail-oriented and self-starter with a proven track record of delivering results Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion Diplomacy, tact and poise under pressure when working through customer issues Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge Ability to travel both locally and on extended trips within the continental US to visit clients on-site and in-person approximately 1-2 times per week Please note: This role requires regular in-person interaction with customers and team members, including client site visits and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service. 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: $165,000.00 OTE in San Francisco, CA & New York, 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. 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 security@carta.com.
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