Growth Account Manager, Venture Capital

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

• 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 teamsoften through in-person meetingsto 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 Cartas 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 metricsand provide guidance that helps them maximize value from Cartas 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 trendsand take appropriate action to drive continued value realization.
• Deliver best practices strategic insights and creative product solutions through thoughtful consultationboth 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.

The Team Youll Work With

Were 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.

Salary

Cartas 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:

$165000.00 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.
• 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