At Carta, we're building the future of equity & ownership. We've changed how companies, investors, & employees manage equity. Now, we're transforming how capital markets operate. Our goal is to create more owners & increase transparency & liquidity for shareholders. More than 800,000 investors, law firms, & employees use our platform, & we manage over $575B in equity.
We're looking for an exceptional Customer Success Manager to own, manage & support a portfolio of existing Carta customers.
In this role you will work with our largest & most strategic customers to understand their needs & drive engagement & retention. In particular, you will (1) identify, track & analyze customer activity data; (2) conduct regular on site business reviews with the client; (3) develop key insights (via root cause analyses & hypotheses validation) into what customers need & drives engagement, loyalty, & retention; & (4) based on the insights, collaborate with R&D, Marketing & Customer Support teams (and your CSM colleagues) to develop & execute actions to increase your assigned clients' engagement. Your objective is to increase customer engagement & programmatically deliver market leading customer health & happiness.