Growth Account Manager, Venture Capital San Francisco, CA; New York, NY
Carta, Inc., San Francisco, CA, United States
Overview Carta connects founders, investors, and limited partners through world‑class software designed for venture capital, private equity, and private credit. The Fund Administration platform serves 9,000+ funds and SPVs, representing almost $185 B in assets under management. This role focuses on building deep client relationships, ensuring adoption of Carta’s platform, and driving renewals and growth.
Responsibilities Develop and own deep relationships with our largest and most strategic customers to drive product adoption and long‑term success, including regular in‑person engagement.
Partner closely with customers to create and manage tailored project plans that align with their business goals.
Collaborate cross‑functionally with internal teams—often through in‑person meetings—to ensure alignment on product roadmaps and client expectations.
Design and execute strategies to increase customer engagement and reduce churn, leveraging both in‑person and digital channels.
Use technology platforms and proactive communication to deliver Carta’s value at scale while balancing this with high‑touch, in‑person interactions as needed.
Lead customers through the renewal process, including direct conversations around scope changes, service escalations, and contract terms.
Negotiate renewal agreements focused on creating mutually beneficial outcomes for both the customer and Carta.
Understand customer goals, challenges, and success metrics—and provide guidance that helps them maximize value from Carta’s platform and services.
Build meaningful, long‑term relationships with key stakeholders and decision‑makers, cultivating account champions and Carta advocates through trust and regular contact.
Participate in resolving customer issues in collaboration with internal teams, visiting customer sites when necessary to ensure a strong service experience.
Identify and activate high‑potential customers to serve as references and advocates.
Maintain high levels of customer satisfaction and loyalty through a combination of proactive outreach, education, and regular interaction.
Monitor product usage, customer sentiment, and engagement trends—and take appropriate action to drive continued value realization.
Deliver best practices, strategic insights, and creative product solutions through thoughtful consultation—both virtually and in person.
Identify new opportunities for customers to deepen their use of Carta products and services, and serve as a strategic advisor in driving long‑term growth.
About You 4+ 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.
Compensation $165,000 OTEs in San Francisco, CA & New York, NY. Compensation varies by location and experience.
Equal Employment Opportunity 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.
As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr
Responsibilities Develop and own deep relationships with our largest and most strategic customers to drive product adoption and long‑term success, including regular in‑person engagement.
Partner closely with customers to create and manage tailored project plans that align with their business goals.
Collaborate cross‑functionally with internal teams—often through in‑person meetings—to ensure alignment on product roadmaps and client expectations.
Design and execute strategies to increase customer engagement and reduce churn, leveraging both in‑person and digital channels.
Use technology platforms and proactive communication to deliver Carta’s value at scale while balancing this with high‑touch, in‑person interactions as needed.
Lead customers through the renewal process, including direct conversations around scope changes, service escalations, and contract terms.
Negotiate renewal agreements focused on creating mutually beneficial outcomes for both the customer and Carta.
Understand customer goals, challenges, and success metrics—and provide guidance that helps them maximize value from Carta’s platform and services.
Build meaningful, long‑term relationships with key stakeholders and decision‑makers, cultivating account champions and Carta advocates through trust and regular contact.
Participate in resolving customer issues in collaboration with internal teams, visiting customer sites when necessary to ensure a strong service experience.
Identify and activate high‑potential customers to serve as references and advocates.
Maintain high levels of customer satisfaction and loyalty through a combination of proactive outreach, education, and regular interaction.
Monitor product usage, customer sentiment, and engagement trends—and take appropriate action to drive continued value realization.
Deliver best practices, strategic insights, and creative product solutions through thoughtful consultation—both virtually and in person.
Identify new opportunities for customers to deepen their use of Carta products and services, and serve as a strategic advisor in driving long‑term growth.
About You 4+ 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.
Compensation $165,000 OTEs in San Francisco, CA & New York, NY. Compensation varies by location and experience.
Equal Employment Opportunity 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.
As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr