VC Account Manager, Growth and Standard at Carta

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Private CreditIndustries

Requirements

3+ years of client facing experience
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 high performance

Responsibilities

Focus on maintaining and improving Carta customer health, including retention, engagement, and adoption of Carta’s products
Leverage technology to proactively engage with customers at scale regarding Carta’s value
Manage customers through the renewal process, including effectively managing escalations related to contract terms
Negotiate win-win renewal outcomes for the customer and Carta
Have clear understanding of 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

Skills

Key technologies and capabilities for this role

Account ManagementCustomer RetentionCustomer EngagementRenewal NegotiationEscalation ManagementRelationship BuildingCustomer Success

Questions & Answers

Common questions about this position

What is the salary range for the VC Account Manager position?

This information is not specified in the job description.

Is this VC Account Manager role remote or does it require office work?

This information is not specified in the job description.

What skills are required for the VC Account Manager role?

Key skills include maintaining customer health and retention, managing renewals and escalations, building relationships with decision makers, and driving product adoption and engagement.

What is the team structure like for this Account Manager position?

You'll work as an exceptional Account Manager owning relationships with existing customers, collaborating closely with product teams to drive adoption, and playing a critical business role in developing product adoption roadmaps.

What makes a strong candidate for the VC Account Manager role?

Strong candidates have experience owning customer relationships, driving product adoption roadmaps, managing renewals, and using technology to engage customers at scale to maximize platform value.

Carta

Financial platform for fundraising and equity management

About Carta

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to navigate what can often be a complicated area. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that not only streamline fundraising but also support audit, tax, and valuation needs. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

San Francisco, CaliforniaHeadquarters

2012Year Founded

$1,097MTotal Funding

SERIES_GCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Risks

Increased competition from startups like Slice threatens Carta's market share.

Recent data breach raises concerns about Carta's data security.

Decline in venture deal count on Carta's platform indicates potential business slowdown.

Differentiation

Carta offers a comprehensive platform for managing equity electronically.

Carta provides real-time market intelligence powered by machine learning.

Carta simplifies equity sales for employees, stakeholders, and investors.

Upsides

Increased demand for digital equity management solutions benefits Carta.

Corporate Transparency Act creates a new market for Carta's compliance solutions.

Rising Series A valuations boost demand for Carta's services.

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