Senior Private Equity Customer Success Manager
Core
Own and manage portfolios of existing Private Equity Firm customers, ensuring value realization, driving product adoption, and managing renewals.
Role type
Senior Customer Success Manager (Private Equity)
Builds
Customer adoption roadmaps, account strategies, and renewal outcomes for PE firms using Carta's equity management platform.
Domain
Private Equity / Venture Capital / Financial Services
Deliverable
client delivery
Required skills
Strategic account management, contract negotiation, data-driven insights, cross-functional collaboration, process optimization, AI tool proficiency, complex stakeholder management
Preferred skills
Private Equity or Venture Capital background, advisor-selling experience, quantitative aptitude
Technologies
Carta platform, AI tools
Responsibilities
Build deep relationships with key PE decision-makers; monitor and improve account health and adoption; secure win-win renewal outcomes and navigate contract negotiations; uncover cross-sell/upsell opportunities; leverage AI tools to transform data into insights; act as primary escalation point for customer issues; partner with R&D and Support to influence product roadmap.
Seniority
Senior, hands-on IC
