Senior Customer Success Manager β€” Private Markets

Senior Customer Success Manager β€” Private Markets

Full-Time 42750 - 52250 Β£ / year (est.) No working from home possible
Carta

At a Glance

  • Tasks: Manage client relationships and drive success for private fund managers and their portfolio companies.
  • Company: Join Carta, a leader in innovative financial solutions.
  • Benefits: Attractive salary, flexible work options, and opportunities for professional growth.
  • Other info: Dynamic team environment with a focus on innovation and collaboration.
  • Why this job: Be a trusted advisor and make a real impact in the private markets sector.
  • Qualifications: Experience in customer success and strong relationship management skills.

The predicted salary is between 42750 - 52250 Β£ per year.

Carta is seeking a Customer Success Manager to own a portfolio of clients, primarily private fund managers and their portfolio companies. You’ll serve as the trusted advisor through onboarding, ongoing relationship management, and growth discussions, partnering with legal delivery, sales, and operations to maximize value at scale.

You’ll leverage CS tools and AI capabilities to monitor health, drive engagement, and identify cross-sell opportunities, while navigating the complexities of private markets.

Senior Customer Success Manager β€” Private Markets employer: Carta

At Carta, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. Our commitment to employee growth is evident through our supportive environment where you can develop your skills in compliance while working alongside industry experts. Located in a vibrant area, we offer unique advantages such as flexible working arrangements and a focus on work-life balance, making Carta not just a job, but a meaningful career path.

Carta

Contact Details:

Carta Recruitment Team

We think you need these skills to ace Senior Customer Success Manager β€” Private Markets

Client Relationship Management
Onboarding Expertise
Growth Strategy Development
Collaboration with Legal and Sales Teams
Customer Success Tools Proficiency
AI Capabilities Utilisation
Health Monitoring