Private Capital Client Partner
CartaEquity Management company
Seattle, United States$167,200 - $209,000Senior
Andreessen Horowitz
Lightspeed Venture Partners
Spark Capital
Tribe Capital
Union Square Ventures
Silver Lake
Sales & Account Management
About the role
TL;DR
Ensure a successful customer experience for Carta's largest and most complex clients.
- •The Private Capital Client Partner will ensure a successful customer experience for Carta's largest and most complex clients.
- •Key Responsibilities Increase win rates through partnership with Go To Market teams during late stage sales Serve as the Client's trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model Educate the Client 'the Carta way' (product demos, recommended banks, etc.) Build deep relationships with external decision makers to enable them to be Carta advocates Requirements 8+ years of Private Capital Accounting and Operational experience Prior experience working in Private Capital financial services strongly preferred Proven ability to build and manage new customer account relationships Excellent communication, listening, facilitation, and negotiating skills Strong data analysis, organization, and project management skills
Required skills
Project Management
Nice-to-have skills
Negotiation
Domain expertise
fintech
Benefits & perks
equity