Private Capital Client Partner
About the role
The Client Partner team is a new function within Carta, reporting to the Head of Fund Administration Strategy. This role is designed to support Carta’s Upmarket and Private Capital growth by owning the account strategy, solving problems, and improving customer engagement and loyalty. The role requires deep technical and industry expertise, along with exceptional client service and relationship skills.
Responsibilities
- Increase win rates through partnership with Go To Market teams during late stage sales
- Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning
- Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live
- Ensure smooth transitions between all team handoffs with a consistent, trusted expert
- Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model
- Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
- Educate the Client “the Carta way” (product demos, recommended banks, etc.)
- Ensure proper expectation setting and alignment across all internal and external stakeholders
- Project manage the cross-functional conversion process from prior administrator to Carta
- Create internal governance structures for proper internal status and escalation channels
- Build deep relationships with external decision makers to enable them to be Carta advocates
Requirements
Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
Prior experience working in Private Capital financial services strongly preferred
Proven ability to build and manage new customer account relationships
Proven ability to assess, establish and optimize operational and accounting processes and best practices
Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
Excellent communication, listening, facilitation, and negotiating skills
Proactive, action-oriented
Strong data analysis, organization, and project management 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
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
Qualifications
8+ years of Private Capital Accounting and Operational experience
Skills
Technical and industry expertise
Exceptional client service and relationship skills
Deep understanding of Carta and industry best practices
Ability to build and manage new customer account relationships
Proven ability to assess, establish and optimize operational and accounting processes and best practices
Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
Excellent communication, listening, facilitation, and negotiating skills
Proactive, action-oriented
Strong data analysis, organization, and project management 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
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
Benefits
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
The minimum cash compensation range for this role in Seattle, WA is: $167,200.00 - $209,000.00