Customer Success Manager
CartaRemotely
customer serviceventure capitalsaasaiprivate marketsbusiness & managementlegaltechcarta law
Job Description
📋 Description
- Oversee the full client lifecycle - onboarding to mature relationships.
- Drive client satisfaction and engagement, monitor health and mitigate risks.
- Build and manage relationships, becoming a trusted advisor for each client.
- Identify cross-sell and upsell opportunities in collaboration with sales.
- Collaborate with legal delivery for onboarding handoffs and client success.
- Work with marketing and operations to improve client communications and processes at scale.
🎯 Requirements
- 5+ years of experience in Customer Success or Account Management.
- Full lifecycle client ownership from day one.
- Cross-functional collaboration across delivery, sales, marketing, and operations.
- Strong commercial instincts to drive outcomes for clients and Carta.
- Outstanding verbal and written communication skills.
- Experience with CS tools and/or AI in practice.
🎁 Benefits
- Gives insight into AI-powered legal services within Carta Law.
- Opportunity to influence product and go-to-market strategy through client feedback.
- Collaborative, cross-functional team environment in a fast-paced company.
- Exposure to private markets, venture capital, and fund operations.
- London-based team with global clients.
- Access to Carta’s AI-native ecosystem and client success tooling.