Carta · 16 hours ago
LP Portfolio Analytics Client Partner
Seattle, WA
Full-time
Onsite
Senior Level, Lead/Staff
$152K/yr - $190K/yr
10+ years expCarta is a company that connects founders, investors, and limited partners through innovative software solutions. The LP Portfolio Analytics Client Partner will serve as a strategic advisor and transformation leader, ensuring a seamless experience for clients during onboarding and implementation while managing executive-level client relationships.
FinanceFinTechSaaSSoftwareVenture CapitalAsset ManagementFinancial ServicesImpact Investing
Responsibilities
Improve win rates by providing executive-level support to Go-To-Market teams in late-stage sales cycles, helping close strategic, enterprise-level deals
Lead high-level discovery engagements with prospective clients, combining your industry acumen with Carta’s best practices to shape tailored operational and financial solutions
Act as the primary point of continuity for clients throughout onboarding and implementation, serving as a steady, trusted advocate aligned with C-level objectives
Navigate critical handoffs across internal teams (Sales, Product, Delivery, Support) with an eye toward minimizing complexity, risk, and friction for our clients
Collaborate with Product and R&D to inform scalable processes or product enhancements when bespoke or complex client needs arise
Lead expectation-setting and alignment discussions across a wide range of stakeholders: internal Carta executives and client stakeholders that include sponsors, deal teams, back/middle office, and other operational partners
Project manage all aspects of the conversion including people, systems, and data migration
Develop internal executive oversight and governance frameworks to proactively manage risk, maintain visibility, and ensure accountability across high-value projects
Help clients define success and identify measurable outcomes, ensuring they realize the full strategic value of Carta’s platform and services
Deliver high-impact client education by showcasing Carta’s value proposition and data/analytics capabilities
Build scalable methods for managing custom product feature requests without compromising roadmap clarity or delivery timelines
Cultivate long-term executive relationships, turning clients into internal champions, customer references, and long-term Carta advocates
Qualification
Required
10+ years of experience in Private Markets or Finance roles, including experience in relationship management, accounting, and portfolio monitoring
Demonstrated ability to manage executive-level client relationships and navigate the complexity of enterprise onboarding, shared services, and multi-stakeholder governance
Proven track record of implementing technology- and automation-enabled transformations in finance and operations
Strong interpersonal and stakeholder engagement skills; experience negotiating client operating models
Data-informed mindset; capable of using KPIs, health metrics, and forecasting to drive outcomes and communicate ROI to executive stakeholders
Exceptionally organized, with strong program management skills—able to orchestrate work across Sales, Delivery, and Product teams
Executive presence with the ability to gain trust quickly and influence change among CFOs, CIOs, COOs, and private market asset owners and servicers
Comfortable operating in high-ambiguity environments, quickly developing strategies and solutions where none previously existed
Entrepreneurial spirit and passion for building – you're motivated by the opportunity to architect a function, team, or process from the ground up
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
H1B Sponsorship
Carta has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)
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