Private Capital Client Partner

Carta

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
San Francisco, CASanta Clara, CASeattle, WASandy, UT
Salary
$167,200–$209,000 / yr
Posted
52 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $188k
This role $188k
$138k most similar roles pay here $234k

This role pays more than 56% of similar roles. Most pay $150,000–$225,000 — the shaded band above. At the midpoint, this role pays about $188k versus about $188k for comparable roles.

Based on 239 similar postings.

Employer

About Carta

Carta is an equity management platform that helps private companies, investors, and employees manage equity, cap tables, 409A valuations, and fund administration, streamlining the complexities of startup ownership. Industry: Financial Technology & Equity Management

Carta currently has 4 open roles on FindRole.

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At a glance

TL;DR · Private Capital Client Partner

As a Private Capital Client Partner, you will join the new Client Partner team to support upmarket growth by managing complex client journeys from late-stage sales through go-live. You will serve as a trusted advisor and advocate, conducting operational and technical discovery, project managing cross-functional conversions from prior administrators, and developing strategies for non-standard items with R&D and Delivery teams. The role requires you to build deep relationships with external decision-makers while ensuring alignment across internal stakeholders. To succeed, you must possess extensive private capital accounting and operational experience, strong data analysis skills, and the ability to influence client change. You will utilize your expertise in private capital financial services and familiarity with AI tools, including Claude or similar LLMs, to solve complex problems and maximize platform value for large clients.

What you'll do

  • Support Go To Market teams during late-stage sales to increase win rates for complex clients.
  • Conduct operational and technical discovery to provide solutions based on industry best practices.
  • Act as a trusted advisor to clients from the final sale stage through successful go-live.
  • Project manage the cross-functional conversion process from previous administrators to the Carta platform.
  • Partner with R&D and Delivery teams to develop strategies for non-standard product or operational items.
  • Create internal governance structures for status tracking and escalation channels.
  • Educate clients on "the Carta way" through product demonstrations and recommended workflows.
  • Build relationships with external decision-makers to turn them into active brand advocates.

What we're looking for

  • 8+ years of Private Capital Accounting and Operational experience.
  • Experience with AI tools and workflows, including familiarity with Claude or similar LLMs.
  • Prior experience in Private Capital financial services is strongly preferred.
  • Proven ability to build and manage new customer account relationships.
  • Demonstrated ability to assess, establish, and optimize operational and accounting processes.
  • Strong communication, negotiation, and facilitation skills to influence clients and navigate difficult conversations.
  • Proficiency in data analysis, organization, and project management.
  • Ability to work cross-functionally across multiple teams to drive projects to completion.

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