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Company

Original Job Post

Carta · 2 days ago

Strategic Account Director, Fund Administration

New York, NY

Full-time

Onsite

Director

$211K/yr - $220K/yr

12+ years exp

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Asset ManagementFinance

H1B Sponsorship

Comp. & Benefits

Insider Connection @Carta

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Develop and own deep relationships with strategic customers to influence product adoption and customer happiness

Assist in developing and driving customer-specific project plans

Work cross-functionally with internal teams to ensure product roadmap alignment

Develop strategies to increase engagement and mitigate churn

Leverage technology to proactively engage with customers at scale regarding Carta’s value

Manage customers through the renewal process, including effectively handling escalations related to service scope and contract terms

Negotiate win-win renewal outcomes for the customer and Carta

Understand customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement

Build deep relationships with decision-makers within customer accounts to enable them to be Carta advocates

Participate in customer issues and manage to resolution

Engage customers to act as a reference

Maintain high levels of customer engagement and satisfaction with a focus on customer loyalty

Monitor and influence product usage, customer engagement, and satisfaction feedback

Make Carta users love Carta by proactively offering advice on best practices and creative product solutions

Proactively identify areas where customers can further engage with the Carta product

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Enterprise client facingVenture capitalPrivate equityAccountingCustomer account managementCustomer successData analysisQuantitative aptitudeInvestment knowledgeBusiness experienceCross-functional collaborationProject managementProblem-solvingCommunicationListeningFacilitationNegotiatingProactiveAction-orientedOrganizationPrioritizationAmbitiousDetail-orientedSelf-starterSelf-motivatedPersuasiveTeam playerInnovativeInspiringInterpersonal skills

Required

12+ years of enterprise client facing experience recommended

Prior experience working in venture capital, private equity or accounting strongly preferred

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

Benefits

Equity for all full-time roles

Exceptional benefits

Commissions plans

Company

Carta

Glassdoor

3.6

Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.

Founded in 2012

San Francisco, California, USA

1,001-5,000 employees

http://carta.com

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

Trends of Total Sponsorships

2022 (18)

2021 (37)