Strategic Account Manager, Venture Capital

Carta • San Francisco, CA

9d • $200,000 - $200,000 • Hybrid

About The Position

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Strategic Account Manager, Venture Capital you’ll work to:
Build and maintain strong executive relationships with strategic accounts across executive stakeholders (CFO, GPs, Head of Finance) through regular in-person meetings, quarterly business reviews, and strategic account planning and relationship management
Own the full account narrative, strategy and execution - ensuring clarity on customer goals, value delivered, risks and opportunities - leveraging regular Book of Business (BoB) reviews to drive internal leadership on customer outcomes and cross-functional alignment between Product, Delivery, and Growth teams
Actively manage customer health by monitoring sentiment and risk signals, proactively developing Get-to-Green (GTG) plans, and driving early intervention to minimize churn and improve overall customer experience
Identify, qualify, and document growth opportunities contributing to net dollar retention (NDR) growth and partner with growth teams on overall expansion strategy
Partner closely with Product teams to drive rollout strategy, adoption initiatives, and feedback loop and align continuously on customer requirements and product roadmap by being a strong voice of the customer
Align with Delivery teams on operational excellence, delivery challenges, and continuous process improvements to bring best practices to customers
Develop strong customer references by actively collecting sentiment, problem solving, and creating product and services value for customers
Bring thought-leadership and independent problem solving skills to the AM function. You’ll play a key role in the evolution of our Account Management playbook as we continue scaling in 2026 and beyond

Requirements

• 7+ years of enterprise client-facing experience, ideally in venture capital or private equity with a strong ability to build lasting relationships at all organizational levels
• Proven success in strategic account planning, managing complex portfolios, and driving adoption, retention, and growth
• Strong communication and executive presence, with the ability to influence stakeholders, navigate ambiguity, and lead change management initiatives
• Data-driven and highly organized, with a keen ability to evaluate account health and sentiment, resolve risks, and act on growth opportunities
• A proactive team player who mentors others, leads cross-functional initiatives, and demonstrates deep command of the product and industry landscape
• Willing and able to travel as needed (1–2x per week) and maintain a consistent in-person presence (3 days/week) for customer meetings and team collaboration
• Please note: This role requires regular in-person interaction with customers and team members, including client site visits and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service.

Responsibilities

• Build and maintain strong executive relationships with strategic accounts across executive stakeholders (CFO, GPs, Head of Finance) through regular in-person meetings, quarterly business reviews, and strategic account planning and relationship management
• Own the full account narrative, strategy and execution - ensuring clarity on customer goals, value delivered, risks and opportunities - leveraging regular Book of Business (BoB) reviews to drive internal leadership on customer outcomes and cross-functional alignment between Product, Delivery, and Growth teams
• Actively manage customer health by monitoring sentiment and risk signals, proactively developing Get-to-Green (GTG) plans, and driving early intervention to minimize churn and improve overall customer experience
• Identify, qualify, and document growth opportunities contributing to net dollar retention (NDR) growth and partner with growth teams on overall expansion strategy
• Partner closely with Product teams to drive rollout strategy, adoption initiatives, and feedback loop and align continuously on customer requirements and product roadmap by being a strong voice of the customer
• Align with Delivery teams on operational excellence, delivery challenges, and continuous process improvements to bring best practices to customers
• Develop strong customer references by actively collecting sentiment, problem solving, and creating product and services value for customers
• Bring thought-leadership and independent problem solving skills to the AM function. You’ll play a key role in the evolution of our Account Management playbook as we continue scaling in 2026 and beyond

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed