Customer Success Manager
Core
Own the success and health of a portfolio of private fund managers and their backed companies as a trusted advisor throughout their entire journey.
Role type
Senior Customer Success Manager (Private Capital/Legal Tech)
Builds
Long-term client relationships, onboarding experiences, and commercial growth strategies for Carta Law.
Domain
Private capital, legal technology, fund administration
Deliverable
client delivery
Required skills
Full lifecycle client ownership, cross-functional collaboration, commercial instincts, complex communication, emotional intelligence, adaptability, CS tooling proficiency
Preferred skills
Legal industry experience, private markets experience, AI tool usage
Responsibilities
Oversee full client lifecycle from onboarding to mature relationships, drive client satisfaction and proactively identify risks, build and maintain trusted advisor relationships, identify and progress cross-sell/upsell opportunities with sales, collaborate with legal delivery for seamless onboarding, act as the internal voice of the client to influence product and strategy, leverage CS tooling and AI to manage portfolio efficiency.
