Private Capital Client Partner
Core
Technical private capital industry and accounting expert ensuring successful customer experience and journey from late stage sales through go live for largest and most complex Clients.
Role type
Senior Client Partner (Private Capital)
Builds
Customer onboarding, account strategy, and operational/technical solutioning for private capital firms
Domain
Private Capital / Financial Services / SaaS
Deliverable
client delivery
Required skills
Private capital accounting, operational process optimization, client relationship management, project management, cross-functional collaboration, stakeholder alignment, product solutioning, change management
Preferred skills
AI tools and LLMs familiarity, prior private capital financial services experience
Technologies
Carta platform, Claude/LLMs
Responsibilities
Increase win rates through partnership with Go To Market teams during late stage sales; Demonstrate deep knowledge of Carta and industry best practices to complete operational and technical discovery; Serve as the Client's trusted advisor and advocate from late stage sale throughout onboarding; Partner with R&D and Delivery teams to develop strategy for non-standard items; Project manage the cross functional conversion process from prior administrator to Carta; Build deep relationships with external decision makers to enable them to be Carta advocates
Seniority
Senior, hands-on IC
