Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.
Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.
For more information about our offices and culture, check out our Carta careers page.
The Head of Fund Administration Customer Success is a new role within the Fund Administration Business Unit at Carta. Reporting into the VP of Fund Admin, you will own the growth sales, account director, business unit partnerships and customer marketing teams. This org is hyper-focused on building processes and using technology to scale proactive customer outreach, and to optimize for revenue and expansion opportunities. As the leader of Fund Admin Customer Success, you will be dedicated to improving customer engagement and loyalty while leading your teams to meet NPS, NRR and ARR goals.
As the leader of Fund Admin Customer Success, you’ll work to:
In this role, you will be directly impacting our Net Dollar Retention, by driving upsell revenue, mitigating churn, and affecting expansion. The Fund Admin Customer Success team is responsible for driving successful outcomes for over 2500 firms and a book of ~$100M ARR (and growing!)
We’re looking for a customer-centric leader who knows how to work in a dynamic environment with multiple priorities. 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:
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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.
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Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.
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Last updated: 21 hours ago
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