The Team You’ll Work With

We’re looking for exceptional Account Managers to own and manage portfolios of existing customers. This includes ensuring your customers are getting value out of Carta products, closing sales of additional features, and managing them successfully through the renewal process.

As an Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.

The Problems You’ll Solve

• Focus on retention and growth of Carta customers through proactive engagement
• Identify upsell sales opportunities for additional add-on capabilities that create leverage for our customers’ operations
• Manage customers through the renewal process, including effectively managing escalations related to contract terms
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
• Participate in customer issues and manage to resolution

About You

• Proven ability to build and manage customer account relationships in an existing or new sales role
• Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
• Excellent communication, listening, facilitation, and negotiating skills
• A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
• Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
• 3+ years of relevant experience recommended

Nice-to-Haves

• Prior experience working in venture capital or private equity space
• Prior experience supporting financial practices or financial software solutions

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:

• $93,750 base in New York, New York
• $93,750 base in San Francisco, California
• $84,375 base in Seattle, Washington

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.