Manager, Customer Success Team

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Team You'll Work With
The Customer Success team here at Carta is a global team that is a key part of the broader VC Companies business unit. We manage the full lifecycle of our 33,000+ Private Markets customers, from early stage to IPO. Many of these companies drive the direction of our product and vision. This team is hyper-focused on the health and growth of these valuable customers, and is purely dedicated to their success.

The Problems You'll Solve

• Provide leadership for CSM's based in our Rio de Janeiro office by overseeing daily activities and tasks including renewal management, customer education, and other activities aimed at impacting the team's NDR goals
• Coach the team on CSM best practices and support them in their development as CSM's
• Guide your team through complex renewal negotiations, aligning nuanced customer factors with Carta business goal
• Establish best practices for how to effectively manage a Customer Success team that leverages a scaled model, develop and implement new retention initiatives, strategies, and programs to help increase your team's productivity
• Partner with Customer Engagement Strategy and Operations to iterate on new and existing customer life cycle based content, campaigns, and playbooks
• Act as an internal advisor, leader, and advocate for team members
• Enable teams to educate customers in all segments on Carta's broader mission of creating owners and liquidity
• Work with Customer Success leadership to drive feedback on the growing requirements of all customers
• Use Net Dollar Retention as the north star, aligning customers with their respective place in the journey to maximize relationships

The Impact You'll Have
In this role, you will be directly impacting our Net Dollar Retention, by mitigating churn, affecting expansion, and setting up our early stage founders for success. The Customer Success team is responsible for driving successful outcomes for the installed base in its entirety and the Account Specialist Team is responsible for a significant portion of our client base.

About You
We're looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities based in our Rio de Janeiro office.

Role
Cross-departmental collaboration and communication is critical to success in the role, and efficient time management is essential as well. In addition, we're prioritizing:

• Currently based in Rio de Janeiro, BR and able to come into the office 3 days a week
• Minimum of 5 years of successful customer management experience including renewal negotiations and minimum 2-3 years of people management
• Proven track record in customer success resulting in increased engagement and customer satisfaction that impacted retention and expansion
• Strong operational discipline with an analytical, process-oriented mindset and a data-based approach to decision making
• Resourceful and creative problem solving skills in order to provide optimal business or technical solutions
• Customer-first mindset, with a focus on seeking solutions to ensure greater lifetime value for our clients
• Excellent oral and written communication skills along with an ability to work cross-functionally with a broad range of internal and external clients
• Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption
• Strong interpersonal skills, with an emphasis on building strong internal and external relationships
• Proven ability to drive results, across multiple functions, and exceed allotted targets
• Diplomacy, tact and poise under pressure, and a high tolerance for ambiguity
• Growth mindset, proactive, and action-oriented
• Experience with CS software tools such as Salesforce, Catalyst, Chorus, Outreach, etc.

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 or @carta- domain. Report any contact from unapproved domains to