At a Glance
- Tasks: Own client success, manage relationships, and drive satisfaction for private fund managers.
- Company: Join Carta, a leading platform transforming private capital with innovative technology.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Other info: Collaborative team environment focused on innovation and client experience.
- Why this job: Be a trusted advisor and make a real impact in the evolving world of private equity.
- Qualifications: Strong relationship-building skills and a passion for client success.
The predicted salary is between 40500 - 49500 £ per year.
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.
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places.
We believe that the problems we solve today unlock the opportunities of tomorrow.
As a Customer Success Manager, you’ll work to own the success and health of a portfolio of clients - primarily private fund managers and the companies they back.
You'll be a trusted advisor and the primary relationship point for your clients throughout their entire journey with us.
Specifically, you’ll
- Oversee the full client lifecycle - from onboarding new clients in partnership with our legal delivery team, to managing and deepening relationships with large, established accounts.
- Drive client satisfaction and engagement, proactively checking in on health, identifying risks early, and developing strategies to address them before they escape.
- Build new relationships and maintain existing ones, establishing yourself as a trusted advisor who understands each client’s business, structure, and long-term goals.
- Identify and progress cross-sell and upsell opportunities in close partnership with sales, translating client needs into commercial conversations that benefit both the client and Carta Law.
- Collaborate with legal delivery to ensure smooth onboarding experiences and seamless handoffs, acting as the connective tissue between clients and internal teams.
- Work with marketing and operations on client communications, campaigns, feedback loops, and process improvements that improve the client experience at scale.
- Act as the voice of the client internally - synthesising feedback, usage signals, and relationship intelligence to influence service design, product prioritisation, and go-to-market strategy.
- Leverage CS tooling and emerging AI capabilities to manage your portfolio efficiently, track account health, log activity, and personalise engagement at scale.
- The Team You'll Work With
You’ll be joining our Carta Law, Customer Success team.
Our team manages the full client lifecycle - from welcoming new clients through onboarding, to building deep, lasting relationships with established fund managers and their legal teams.
We sit at the intersection of legal delivery, commercial strategy, and operations.
Day-to-day we partner closely with our legal delivery team, sales, marketing, and operations to ensure clients get maximum value from Carta Law and that we're well-positioned to grow with them over time.
We're building the gold standard for client success in the AI-powered legal services space, and you'll have a meaningful hand in shaping what that looks like.
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Customer Success Manager New London employer: Carta, Inc.
Carta is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a commitment to employee growth, you will have the opportunity to mentor junior lawyers while utilising cutting-edge legal technology to enhance your skills. Recognised as a great place to work, Carta provides a supportive environment where your contributions directly impact the future of private market infrastructure.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager New London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Carta, Inc.. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Carta, Inc. before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Success Manager New London
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Carta, Inc.:Your cover letter is your chance to shine! Tell us why you want to work at Carta, Inc. specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Carta, Inc.!
How to prepare for a job interview at Carta, Inc.
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
