Customer Success Manager
CartaEquity Management company
London, United KingdomMid
Andreessen Horowitz
Lightspeed Venture Partners
Spark Capital
Tribe Capital
Union Square Ventures
Silver Lake
Sales & Account Management
About the role
TL;DR
Own client success and health as a trusted advisor for private fund managers and their backed companies.
- •Carta is seeking a Customer Success Manager to own the success and health of a portfolio of clients, primarily private fund managers and the companies they back.
- •You will act as a trusted advisor and the primary relationship point for your clients throughout their journey.
- •Key Responsibilities Oversee the full client lifecycle, from onboarding to managing established accounts.
- •Drive client satisfaction and engagement, proactively identifying and addressing risks.
- •Build and maintain strong client relationships, becoming a trusted advisor.
- •Identify and progress cross-sell and upsell opportunities in partnership with sales.
- •Act as the voice of the client internally to influence service design and product strategy.
- •Requirements 5+ years of experience in Customer Success or Account Management, ideally within SaaS or professional/legal services.
- •Full lifecycle client ownership experience.
- •Strong cross-functional collaboration skills.
- •Excellent commercial instincts and communication skills.
- •High emotional intelligence and tolerance for ambiguity.
Required skills
Customer SuccessAccount ManagementSalesforceHubSpotCRMBusiness DevelopmentSales OperationsPipeline ManagementLead Generation
Nice-to-have skills
PythonJavaScriptNode.jsAWSGoogle CloudAzureDockerKubernetesCI/CDGit
Domain expertise
legaltechfintech
Tech stack
Node.jsPythonJavaScriptAWSGoogle CloudAzureDockerKubernetesCI/CDGitLinuxJiraConfluenceSlackAirtableExcelPowerPoint