Customer Success Manager, Mid Market - Carta

The Team You’ll Work With

The Customer Success team here at Carta is a key part of the broader Corporations 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 

• Own the success and health of your assigned clients by developing strategies aimed to  increase engagement and revenue while mitigating churn
• Become a trusted advisor; develop consultative relationships with assigned territory of customers by delivering value, sharing best practices and acting as the voice of customer internally
• Drive product adoption and usage of Carta throughout the customer journey
• Achieve monthly expansion and upsell targets and renewal forecast for Corporations business unit
• Leverage technology to proactively engage with customers at scale regarding Carta’s values, upsell opportunities, and upcoming renewals
• Negotiate win-win outcomes for customer and Carta
• Identify upsell and cross sell opportunities through customer interactions, and develop a  specific strategy to align with customer business objectives

The Impact You’ll Have

By building relationships with our Mid-Market customers, you will be contributing directly to a key company-wide metric of “net dollar retention”, while securing our future pipeline for other product lines.

About You

We’re looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities.  Cross-departmental collaboration and communication is critical to success in the role, as well as efficient time management. In addition, we’re prioritizing: 

• 2-4 years of prior experience in Customer Success or Account Management, preferably in a SaaS environment
• SFDC literacy and proficiency 
• Experience working with any customer success platforms such as Catalyst, Gainsight, Totango, Client Success, or Churn Zero
• Strong customer success skills and demonstrated ability to to work through difficult conversations, with the goal of preserving relationships
• Growth mindset, proactive, and a bias for action
• Excellent communication, listening, facilitation, and negotiation skills
• Strong data analysis, organizational, and prioritization skills

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: 
 $155,000 OTE in SF 
 $155,000 OTE in NY

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.