The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

Learn more about our Series G fundraising round here

The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

To learn more, here is what one of our investors wrote about leading our Series F. 

The Team You’ll Work With

The Enterprise Customer Success team here at Carta is a key part of the broader Customer Success organization.  Our CSM org manages the full lifecycle of our 21,000+ Private Markets customers, from early stage to liquidity events.  Our Enterprise CSM team manages the top tier of our private customers, with more mature cap tables and complex account configurations. We help them towards liquidity events and growth.  Many of these companies drive the direction of our product and vision.  This team is hyper-focused on the health, growth, and evolution of these valuable customers, and is purely dedicated to their success.

The Problems You’ll Solve 

The Enterprise team at Carta is a new segment.  We are continuously working to evolve for and with our clients so we can better serve them.  We focus on supporting our clients from late stage private companies through liquidity events such as IPOs, Tender Offers, and CartaX.  

  • Own the success and health of your assigned book by developing strategies aimed to  increase engagement and furthering partnerships
  • Uncover win-win outcomes and opportunities through collaboration, a consultative approach and a genuine excitement about what Carta has to offer our clients
  • Focus on truly knowing your clients and their journey; building out workback schedules based on joint goals, SWOT assessments, account mapping, etc 
  • Evangelize and educate clients on additional avenues that they can partner with Carta for liquidity events (IPOs, Tender Offers, CartaX)
  • Advocate for your clients at Carta by leveraging internal cross functional partnerships with product, support, finance, delivery, legal, etc
  • Maintain a regular cadence of communication with customers; share insights about their adoption trends, engagement, overall health and sentiment
  • Leverage technology to proactively engage with customers at scale (Outreach.io, Salesforce, Catalyst, Totango, etc)
  • Achieve monthly targets through identification of upsell / cross sell opportunities 

The Impact You’ll Have

In joining our enterprise CSM team, you will not only have the opportunity to forge important and lucrative relationships with clients but you’ll be able to help us continue to build out and shape this segment.  This is a very exciting chance to contribute on a larger scale and create ripples within Carta.  

About You

We’re looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities.  Cross-departmental collaboration and communication is critical to success in the role, as well as efficient time management. In addition, we’re prioritizing: 

  • 5-8 years of prior experience in Customer Success or Account Management, preferably in a SaaS environment
  • Strong customer success skills and demonstrated ability to to work through difficult conversations, with the goal of preserving relationships and growing the business
  • Passionate about client experience
  • Upsell / sales experience
  • Excitement and willingness to help us continue to build
  • Diplomacy, tact and poise under pressure, and a high tolerance for ambiguity
  • Enjoy a fast paced environment
  • Salesforce proficiency and experience working with any customer success platforms such as Catalyst, Gainsight, Totango, Client Success, or Churn Zero
  • Growth mindset, proactive, and a bias for action
  • Excellent communication, listening, facilitation, and negotiation skills
  • Strong data analysis, organizational, and prioritization skills
  • Prior experience working in venture capital or private equity space is a plus

 

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at recruiting@carta.com. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

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