Customer Success Manager
Core
Manage high-value accounts for Carta Law's AI-native legal services platform, acting as a strategic partner to PE decision-makers, GCs, and executive teams to drive retention, expansion, and Net Dollar Retention.
Role type
Senior Customer Success Manager (Strategic Accounts)
Builds
Strategic partnerships and revenue growth for Carta Law's legal services used by venture-backed companies and funds
Domain
Legal services, Private Equity, Venture Capital, SaaS
Required skills
Strategic account management, Executive stakeholder relationship building, Commercial acumen (upsell/cross-sell), Quarterly Business Review leadership, Full lifecycle client ownership, Data fluency (NDR/GDR tracking), Complex communication
Preferred skills
Legal industry experience, Private markets/PE background, Familiarity with fund operations
Technologies
Carta Law platform, CRM tools, Data analytics tools
Responsibilities
Manage portfolio of high-value accounts with high-touch coverage, Build trusted relationships with PE decision-makers, Lead Quarterly Business Reviews with executive stakeholders, Partner with Account Executives on upsell and cross-sell, Serve as escalation point for complex legal/finance/product issues, Coordinate monthly data packs tracking NDR and retention, Act as voice of client to influence product roadmap, Drive Net Dollar Retention
Seniority
Senior, hands-on IC
