Carta · 8 hours ago
Growth Account Manager, Venture Capital
San Francisco, CA
Full-time
Hybrid
Mid Level
$165K/yr - $165K/yr
3+ years expCarta is a company that connects founders, investors, and limited partners through world-class software designed for venture capital and private equity. The Growth Account Manager will develop and manage relationships with strategic customers to drive product adoption, ensuring alignment with their business goals and enhancing customer satisfaction.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
No H1B
Responsibilities
Develop and own deep relationships with our largest and most strategic customers to drive product adoption and long-term success, including regular in-person engagement
Partner closely with customers to create and manage tailored project plans that align with their business goals
Collaborate cross-functionally with internal teams—often through in-person meetings—to ensure alignment on product roadmaps and client expectations
Design and execute strategies to increase customer engagement and reduce churn, leveraging both in-person and digital channels
Use technology platforms and proactive communication to deliver Carta’s value at scale while balancing this with high-touch, in-person interactions as needed
Lead customers through the renewal process, including direct conversations around scope changes, service escalations, and contract terms
Negotiate renewal agreements focused on creating mutually beneficial outcomes for both the customer and Carta
Understand customer goals, challenges, and success metrics—and provide guidance that helps them maximize value from Carta’s platform and services
Build meaningful, long-term relationships with key stakeholders and decision-makers, cultivating account champions and Carta advocates through trust and regular contact
Participate in resolving customer issues in collaboration with internal teams, visiting customer sites when necessary to ensure a strong service experience
Identify and activate high-potential customers to serve as references and advocates
Maintain high levels of customer satisfaction and loyalty through a combination of proactive outreach, education, and regular interaction
Monitor product usage, customer sentiment, and engagement trends—and take appropriate action to drive continued value realization
Deliver best practices, strategic insights, and creative product solutions through thoughtful consultation—both virtually and in person
Identify new opportunities for customers to deepen their use of Carta products and services, and serve as a strategic advisor in driving long-term growth
Qualification
Required
3+ years of client facing experience
Proven ability to build and manage existing customer account relationships
Proven ability to establish and optimize operational processes related to customer account management
Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
Excellent communication, listening, facilitation, and negotiating skills
Proactive, action-oriented
Strong data analysis, organization, and prioritization 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
A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
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
Ability to travel both locally and on extended trips within the continental US to visit clients on-site and in-person approximately 1-2 times per week
Preferred
Prior experience working in venture capital, private equity or accounting strongly preferred
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
Crowdfund Insider
2026-01-20
2026-01-19
2026-01-19
Company data provided by crunchbase