Head of Fund Administration Customer Success

Seattle, WA, United States

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 .

The Team You’ll Work With

The Head of Fund Administration Customer Success is a new role within the Fund Administration Business Unit at Carta. Reporting into the VP of Fund Admin, you will own the growth sales, account director, business unit partnerships and customer marketing teams. This org is hyper-focused on building processes and using technology to scale proactive customer outreach, and to optimize for revenue and expansion opportunities. As the leader of Fund Admin Customer Success, you will be dedicated to improving customer engagement and loyalty while leading your teams to meet NPS, NRR and ARR goals.

The Problems You’ll Solve

As the leader of Fund Admin Customer Success, you’ll work to:

Own, improve, and grow the fund administration customer success org; currently comprised of the growth sales and account director teams. Strategy and execution to be established for new functions of customer marketing and business unit partnerships

Monitor and influence product usage, customer engagement and satisfaction feedback and ensure your teams’ customers (VC and PE Firms) are getting value out of Carta products

Work in collaboration with product and engineering to solve problems, drive account strategy, and improve customer engagement and loyalty

Work with account manager leadership to understand current state of Carta team to create business strategy and execution plans

Develop strategies in partnership with growth sales leadership to up-level growth sales motion

Understand current state of customer health and develop “path to referenceability” for all customers

Partner with R&D to represent growing requirements of FA customers

Meet Fund Admin BU targets for upsell, retention, and customer health

Influence the FA business unit customer marketing strategy, with a goal of improving customer education, product adoption, and self-serve opportunities

The Impact You’ll Have

In this role, you will be directly impacting our Net Dollar Retention, by driving upsell revenue, mitigating churn, and affecting expansion. The Fund Admin Customer Success team is responsible for driving successful outcomes for over 2500 firms and a book of ~$100M ARR (and growing!)

About You

We’re looking for a customer-centric leader who knows how to work in a dynamic environment with multiple priorities. Cross-departmental collaboration and communication is critical to success in the role, and efficient time management is essential as well. In addition, we’re prioritizing:

Fund Administration experience is required

7+ years of experience leading high performing teams

10+ years of experience in a customer facing role with a proven track record in customer engagement, customer satisfaction, and contract value growth through upsells and expansion

Resourceful and creative problem solving skills in order to provide optimal business or technical solutions, particularly when navigating uncertainty or ambiguity

Customer-first mindset, with a focus on seeking solutions to ensure greater lifetime value for our clients

Self-motivated, proactive leader with innovative ideas to inspire your team promoting customer loyalty and adoption

Strong interpersonal skills, with an emphasis on building strong internal and external relationships

Proven ability to drive results, across multiple functions, and exceed allotted targets

Diplomacy, tact and poise under pressure, and a high tolerance for ambiguity

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 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 an @carta.com domain . 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 .

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