C

Carta

Fintech platform streamlining fundraising, equity, back-office

Senior Customer Success Manager

Customer SuccessPosted on Nov 13
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • At least 4 years of experience in Customer Success or Account Management; SaaS experience is preferred.
  • Proficiency with Salesforce (SFDC) and the ability to quickly learn new systems and tools.
  • Experience with customer success platforms such as Catalyst, Gainsight, Totango, Vitally, Client Success, or ChurnZero.
  • Comfort leveraging AI tools, particularly Claude, to accelerate research, synthesize information, and streamline complex workflows.
  • Ability to navigate difficult conversations while preserving strong customer relationships.
  • Ability to work autonomously on projects and initiatives.
  • Strong data analysis, time management, organizational, and prioritization skills.

Responsibilities

  • Own the success and health of a varied EMEA book of business across SMB, Mid-Market, and Enterprise customers, approximately 600 accounts, developing strategies to increase engagement while mitigating churn.
  • Develop consultative relationships, particularly with Mid-Market and Enterprise segments, by delivering value, sharing best practices, and acting as the voice of customers internally.
  • Use AI tools to scale personalized customer engagement, accelerate EBR and renewal preparation, and surface insights across a large book of business.
  • Drive product adoption and usage of Carta throughout the customer journey.
  • Leverage technology to proactively engage with customers at scale regarding Carta’s values and upcoming renewals.
  • Ensure customers get the most from Carta Europe’s service offerings, market knowledge, and expertise to enhance their experience as European customers.
  • Work closely with UK Customer Success teammates and internal teams including Sales, Delivery, RevOps, and R&D.

Desired Qualifications

  • SaaS environment experience.

About the Company

Carta

Fintech platform streamlining fundraising, equity, back-office

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.1B
Headquarters
San Francisco, CA
Founded
2012

Recently Posted Jobs

Explore more opportunities at Carta

See more jobs