Strategic CSM — AI-Powered Private Capital

Strategic CSM — AI-Powered Private Capital

Full-Time 49500 - 60500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage client relationships and ensure their success with our AI-powered platform.
  • Company: Join Carta, a leading platform in private capital innovation.
  • Benefits: Enjoy competitive pay, flexible work options, and growth opportunities.
  • Other info: Dynamic team environment with a focus on innovation and collaboration.
  • Why this job: Be a trusted advisor and make a real impact on clients' journeys.
  • Qualifications: Strong communication skills and experience in customer success or account management.

The predicted salary is between 49500 - 60500 £ per year.

Carta is the connected platform and AI-native ecosystem for private capital.

As a Customer Success Manager you'll own the health of a portfolio of clients—primarily private fund managers and the companies they back—and serve as a trusted advisor throughout their journey with us.

You'll oversee onboarding with our legal delivery team, manage relationships, drive satisfaction, identify risks early, and spot cross-sell opportunities in partnership with sales.

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Strategic CSM — AI-Powered Private Capital employer: Carta Healthcare

At Carta, we pride ourselves on fostering a dynamic and inclusive work culture that encourages professional growth and development. As a Compliance Paralegal in our vibrant office, you will benefit from comprehensive training, mentorship opportunities, and the chance to collaborate with experienced professionals in the private markets sector. Our commitment to innovation and teamwork ensures that every employee feels valued and empowered to make a meaningful impact.

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Contact Details:

Carta Healthcare Recruitment Team

We think you need these skills to ace Strategic CSM — AI-Powered Private Capital

Client Relationship Management
Onboarding
Risk Identification
Cross-Selling
Customer Satisfaction
Advisory Skills
Communication Skills