Customer Success Manager, Alternative Assets Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.
Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta's platform manages nearly three trillion dollars in equity globally.
The Customer Success team here at Carta is a key part of the start-up within the start-up Alternative Assets business unit. We manage the full lifecycle of our growing LLC & PE backed customers, from early stage to exit. Many of these companies drive the direction of our product and vision. This team is fast-paced, adaptable, and hyper-focused on the health and growth of these valuable customers. The Customer Success team consistently works cross-functionally with all teams contributing to our ever improving product and processes to build a successful business unit within Carta.
The Problems You'll Solve - Own the success and health of your assigned clients by developing strategies aimed to increase engagement and revenue while mitigating churn
- Become a trusted advisor; develop consultative relationships with assigned territory of customers by delivering value, sharing best practices and acting as the voice of customer internally
- Drive product adoption and usage of Carta throughout the customer journey
- Achieve monthly expansion and upsell targets and renewal forecast for Alternative Assets business unit
- Leverage technology to proactively engage with customers at scale regarding Carta's values, upsell opportunities, and upcoming renewals
- Negotiate win-win outcomes for customer and Carta
- Identify upsell and cross sell opportunities through customer interactions, and develop a specific strategy to align with customer business objectives
The Impact You'll Have By building relationships with our Alt. Asset customers, you will be contributing directly to a key company-wide metric of "net dollar retention", while securing our future pipeline for other product lines.
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:
- 2-4 years of prior experience in Customer Success or Account Management, preferably in a SaaS environment
- SFDC literacy and proficiency
- Experience working with any customer success platforms such as Catalyst, Gainsight, Totango, Client Success, or Churn Zero
- Strong customer success skills and demonstrated ability to to work through difficult conversations, with the goal of preserving relationships
- Growth mindset, proactive, and a bias for action
- Excellent communication, listening, facilitation, and negotiation skills
- Strong data analysis, organizational, and prioritization skills
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
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:
$123,250 - $145,000 in SF
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
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, please connect with the recruiter via email. 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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As set forth in Carta's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
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Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in Carta's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
Gender Please select Gender Are you Hispanic/Latino? Please select Are you Hispanic/Latino? Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground . click apply for full job details