Customer Success Manager

The role

You will manage a portfolio of high-value accounts using a high-touch model. You will build partnerships with PE decision-makers and drive retention and expansion to meet ARR goals.

What you will do

• Manage a portfolio of high-value accounts with a high-touch coverage model
• Build deep, trusted relationships with PE decision-makers
• Lead Quarterly Business Reviews with executive stakeholders
• Partner with Account Executives on upsell, cross-sell, and late-stage sales cycles
• Serve as the escalation point for accounts across legal delivery, finance, sales, and product
• Coordinate monthly data packs for accounts
• Act as the voice of clients internally to influence service design and product roadmap
• Drive significant Net Dollar Retention across your portfolio

Required qualifications

• 5+ years of experience in Customer Success, Account Management, or a senior client-facing role within SaaS or professional/legal services
• Proven ability to manage senior stakeholder relationships
• Strong commercial instincts
• Experience leading executive-level business reviews
• Full lifecycle ownership
• Outstanding verbal and written communication
• Data fluency
• High emotional intelligence

Nice to have

• Prior experience in the legal industry or private markets

Benefits

• Competitive salary
• Equity in Carta
• Private health insurance
• Flexible working arrangements

About the company

Carta is a connected platform and AI-native ecosystem for private capital. It provides software, services, and legal infrastructure for founders, fund managers, and legal teams.