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About this Senior Customer Success Manager role at Carta

Carta · Onsite · London, England, United Kingdom

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Company You’ll Join 

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.

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.

The Problems You’ll Solve

  • Own the success and health of a varied EMEA Book of Business across SMB, Mid-Market and Enterprise customers  (~ 600 accounts); developing different strategies aimed to increase engagement while mitigating churn
  • Become a trusted advisor; develop consultative relationships (particularly with the Mid-Market and Enterprise segments) by delivering value, sharing best practices and acting as the voice of customers internally
  • Use AI tools to scale personalised customer engagement, accelerate EBR and renewal prep, and surface insights across a large book of business
  • Drive product adoption and usage of Carta throughout the customer journey
  • Leverage technology to proactively engage with customers at scale regarding Carta’s values and upcoming renewals
  • Ensure your customers are getting the most out of Carta Europe’s service offerings, market knowledge and expertise to further enhance their experience as our European customers

The Team You’ll Work With

You’ll be joining the small but mighty Customer Success team in London in  the Carta Europe business unit. The team is looking for a well-rounded, experienced and adaptable Customer Success Manager who’s ready to roll up their sleeves and help drive retention. 

This means working closely with not only your fellow UK Customer Success team mates, but many other internal teams from Sales and Delivery teams to RevOps and R&D.

About You

This unique role requires you to be a self-starter, be eager to make your mark, thrive in collaborative teamwork and work dynamically in a fast-paced startup environment. You need to obsess over customer experience and adopting top tier CS practices, alongside unparalleled organisation and communication skills. In addition, we’re prioritising:

  • 4+ years of experience in Customer Success or Account Management, preferably in a SaaS environment
  • Proficiency with Salesforce (SFDC) and the ability to quickly learn new systems and tools
  • Experience with customer success platforms such as Catalyst, Gainsight, Totango, Vitally, Client Success, or ChurnZero
  • Comfortable leveraging AI tools, particularly Claude, to accelerate research, synthesize information, and streamline complex workflows.
  • Demonstrated ability to navigate difficult conversations while preserving strong customer relationships
  • Growth mindset with a proactive approach and bias for action
  • Excellent communication, listening, facilitation, and negotiation skills
  • Ability to work autonomously on projects and initiatives
  • Strong data analysis, time management, organizational, and prioritization skills

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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 notify 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.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from @carta.com. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to [email protected].

​​Awards and Acknowledgements

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.

Interested in our candidate privacy policy? Find out more here.

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 @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].
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About Carta

NOTICE: All currently open roles will be available on carta.com/careers or our Linkedin page only. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].

Our mission

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. 

 

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

 

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. 

Our culture

Carta has been included on the Fortune Best Place to Work Financial Services and Insurance and Forbes World’s Best Cloud Companies lists. We’ve also been recognized by Built In's 2025 Best Places to Work List in San Francisco, Seattle, New York, and Washington D.C., and certified as a Great Place to Work.

 

For more information about our offices and culture, check out our Carta careers page. If you'd like to be part of Carta's Talent Community, follow this link.

 


For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

See all jobs at Carta →

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