Senior Private Equity Customer Success Manager
CartaEquity Management company
New York, United States$153,850 - $181,000Senior
Andreessen Horowitz
Lightspeed Venture Partners
Spark Capital
Tribe Capital
Union Square Ventures
Silver Lake
Sales & Account Management
About the role
TL;DR
Manage and enhance relationships with Private Equity Firm customers at Carta.
- •Join Carta as a Senior Private Equity Customer Success Manager to manage portfolios of Private Equity Firm customers.
- •Key Responsibilities Build deep relationships with key decision-makers and high-level PE stakeholders.
- •Proactively monitor and improve account health, engagement, and adoption trends.
- •Secure win-win renewal outcomes and expertly navigate contract negotiations.
- •Uncover 'white space' opportunities across PE firms' broader portfolios to drive cross-sells and upsells.
- •Act as the primary escalation point for customer issues and resolve crises efficiently.
- •Requirements 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.
- •A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge.
- •Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills.
- •Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships.
- •Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption.
Required skills
Customer SuccessAccount ManagementNegotiationPrivate EquityVenture CapitalStrategic Planning
Domain expertise
fintech
Benefits & perks
equity