Senior Customer Success Manager

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record Carta brings together the software services and legal infrastructure that founders use to manage equity fund managers use to run administration and reporting and legal teams use to close transactions. Trusted by 55000 companies and 1.8M equity holders in 160 countries and 10000 funds and SPVs representing $250B in assets under management Carta is transforming how private capital operates. Recognized by Fortune Forbes Fast Company Inc. and Great Places to Work.

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

Carta is a platform that helps people manage equity build businesses and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40000 companies and over two million people in nearly 160 countries to manage cap tables compensation and valuations. Carta also supports nearly 7000 funds and SPVs and represents nearly $130B in assets under administration. Cartas tender offer solutions have returned $14B to shareholders in secondary transactions. Today Cartas platform manages nearly three trillion dollars in equity globally.

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

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• 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 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
• Use AI tools to scale personalised customer engagement accelerate EBR and renewal prep and surface insights across a large book of business
• Drive product adoption and usage of Carta throughout the customer journey
• Leverage technology to proactively engage with customers at scale regarding Cartas values and upcoming renewals
• 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

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 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.

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:

• 4 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
• Comfortable leveraging AI tools particularly Claude to accelerate research synthesize information and streamline complex workflows.
• Demonstrated ability to navigate difficult conversations while preserving strong customer relationships
• 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 time management organizational and prioritization skills

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 notify the recruiter via email. As a company we value fairness helpfulness transparency leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

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Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes Worlds Best Cloud Companies Fast Companys Most Innovative list and Inc.s Fastest-Growing Private Companies. Weve also been recognized as a 2023 Built In Best Place to Work in the U.S. a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

Interested in our candidate privacy policy Find out more here.

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