Private Capital Client Partner
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 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates.
About the role
The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late-stage sales through go-live for our largest and most complex clients.
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
- 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
- Have a 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 framework to manage net new product feature requests
- Build deep relationships with external decision-makers to enable them to be Carta advocates
The team
The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta’s Upmarket and Private Capital growth. Using your deep technical, industry expertise, and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross-functional, requiring development of deep relationships across all areas of Go to Market (“GTM”), Delivery, R&D, and the executive team to ensure positive client and business outcomes.
Requirements
- 8+ years of Private Capital Accounting and Operational experience
- 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
Pay
- $167,200.00 - $209,000.00 in Seattle, WA
- $176,000.00 - $220,000.00 in San Francisco, CA & Santa Clara, CA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
Benefits
Carta’s compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans.