Private Capital Client Partner

The Company You'll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Problems You''ll Solve

The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients.

As a Private Capital Client Partner, you'll work to:

• Increase win rates through partnership with Go To Market teams during late stage sales
• Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning
• Serve as the Client's trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live
• Ensure smooth transitions between all team handoffs with a consistent, trusted expert
• Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model
• Ensure proper expectation setting and alignment across all internal and external stakeholders
• Project manage the cross functional conversion process from prior administrator to Carta
• Create internal governance structures for proper internal status and escalation channels
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Educate the Client "the Carta way" (product demos, recommended banks, etc.)
• Ensure proper framework to manage net new product feature requests
• Build deep relationships with external decision makers to enable them to be Carta advocates

The Team You''ll Work With

The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta's Upmarket and Private Capital growth.

Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market ("GTM"), Delivery, R&D and the executive team to ensure positive client and business outcomes.

About You

• 8+ years of Private Capital Accounting and Operational experience
• Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
• Prior experience working in Private Capital financial services strongly preferred
• Proven ability to build and manage new customer account relationships
• Proven ability to assess, establish and optimize operational and accounting processes and best practices
• Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
• Excellent communication, listening, facilitation, and negotiating skills
• Proactive, action-oriented
• Strong data analysis, organization, and project management skills
• Ambitious, detail-oriented and self-starter with a proven track record of delivering results
• Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
• Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
• Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
• Diplomacy, tact and poise under pressure when working through customer issues
• Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge

Salary

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation range for this role is:

$167,200.00 - $209,000.00 in Seattle, WA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Disclosures:

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.