Customer Success Manager

The Company Youll Join

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 65000 companies in 160 countries Cartas platform of software and services lays the groundwork so you can build invest and scale with confidence.

Cartas Fund Administration platform supports 9000 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 dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that - its a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture check out our Carta careers page.

The Problems Youll Solve

• Own the success and health of a varied EMEA Book of Business across SMB Mid-Market and Enterprise customers ( 600 accounts); developing different strategies aimed to increase engagement and revenue while mitigating churn
• Become a trusted advisor; develop consultative relationships (particularly with the Mid-Market and Enterprise segments) by delivering value sharing best practices and acting as the voice of customers internally
• Drive product adoption and usage of Carta throughout the customer journey
• Leverage technology to proactively engage with customers at scale regarding Cartas values upsell opportunities and upcoming renewals
• Identify and close upsell opportunities through customer interactions and develop a specific strategy to align with customer business objectives
• Ensure your customers are getting the most out of Carta Europes service offerings market knowledge and expertise to further enhance their experience as our European customers

The Team Youll Work With

Youll be joining the small but mighty Customer Success team in London in the Carta Europe business unit. The team is looking for a well-rounded experienced and adaptable Customer Success Manager whos ready to roll up their sleeves and help accelerate growth & drive retention.

This means working closely with not only your fellow UK Customer Success team mates but many other internal teams from Sales and Delivery teams to RevOps and R&D.

About You

This unique role requires you to be a self-starter be eager to make your mark thrive in collaborative teamwork and work dynamically in a fast-paced startup environment. You need to obsess over customer experience and adopting top tier CS practices alongside unparalleled organisation and communication addition were prioritising:

• 2 years of experience in Customer Success or Account Management preferably in a SaaS environment
• Proficiency with Salesforce (SFDC) and the ability to quickly learn new systems and tools
• Experience with customer success platforms such as Catalyst Gainsight Totango Vitally Client Success or ChurnZero
• Demonstrated ability to navigate difficult conversations while preserving strong customer relationships
• Experience in a closing or commercial role including independently identifying opportunities managing the full sales cycle and closing deals
• Growth mindset with a proactive approach and bias for action
• Excellent communication listening facilitation and negotiation skills
• Ability to work autonomously on projects and initiatives
• Strong data analysis organizational and prioritization skills

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 seePrivacyCA Candidate Privacy and Brazil Transparency Report.
• Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to