Customer Success Manager

New York / New Jersey. Posted 10 days ago

The role

You will own a portfolio of 40+ accounts post-onboarding to drive retention and expansion. You will manage client relationships, conduct business reviews, and use CS tooling and AI to monitor portfolio health.

What you will do

Own a portfolio of accounts as their primary contact post-onboarding
Triage and prioritise portfolio by risk, strategic value, and expansion opportunity
Conduct quarterly check-ins and bi-annual Executive Business Reviews
Leverage CS tooling and AI to manage portfolio health at scale
Partner with Account Executives on renewals and expansion opportunities
Synthesise account signals and surface client feedback to product and operations
Drive significant Net Dollar Retention across your portfolio
Contribute to playbook development

Required qualifications

3+ years of experience in Customer Success or Account Management within SaaS or professional services
Portfolio management experience managing 40+ accounts simultaneously
Strong client communication skills
Commercial instincts
Data-driven approach
Comfort with tooling and AI
Cross-functional collaboration

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.