Strategic Account Manager, Venture Capital

Carta•New York, NY

8d•Hybrid

About The Position

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. 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 you’ll work to: Build and maintain strong relationships with strategic accounts through regular in-person engagement, executive alignment, and tailored value delivery to drive adoption and long-term success. Act as a trusted advisor on Carta’s value proposition, translating customer needs into actionable plans while proactively managing risk, sentiment, and churn. Lead renewal and expansion strategies—navigating complex contract terms, pricing discussions, and service escalations to secure lasting partnerships. Partner closely with cross-functional teams to align on customer expectations, surface product feedback, and influence roadmaps that drive satisfaction and growth. Craft and execute scalable engagement strategies using a mix of technology and high-touch outreach to strengthen relationships and improve retention. Coach peers and contribute to continuous team and process improvement by solving complex challenges and sharing best practices across accounts. We’re looking for an exceptional Strategic Account Manager to own and manage a portfolio of our enterprise customers. This includes maximizing the value customers receive from Carta products, building strong relationships across stakeholder levels—including at the executive level—and successfully managing customers through adoption, growth, and renewal phases. As a Strategic Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and build long-term strategic adoption roadmaps that enable their desired outcomes. You’ll drive revenue, reputation, and product direction by collaborating closely with our product, sales, services, and support teams—ultimately helping shape our customer strategy both at the account level and at scale.

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 relationships with strategic accounts through regular in-person engagement, executive alignment, and tailored value delivery to drive adoption and long-term success.
Act as a trusted advisor on Carta’s value proposition, translating customer needs into actionable plans while proactively managing risk, sentiment, and churn.
Lead renewal and expansion strategies—navigating complex contract terms, pricing discussions, and service escalations to secure lasting partnerships.
Partner closely with cross-functional teams to align on customer expectations, surface product feedback, and influence roadmaps that drive satisfaction and growth.
Craft and execute scalable engagement strategies using a mix of technology and high-touch outreach to strengthen relationships and improve retention.
Coach peers and contribute to continuous team and process improvement by solving complex challenges and sharing best practices across accounts.

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