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Full-Time

Head of Fund Administration Customer Success

Posted on 1/19/2024

Carta

Carta

1,001-5,000 employees

Equity management and financial automation platform

Data & Analytics
Consulting
Crypto & Web3
Financial Services

Senior, Expert

Remote in USA

Category
Customer Success
Customer Success & Support
Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Marketing
Business Strategy
Requirements
  • Fund Administration experience
  • 7+ years of experience leading high performing teams
  • 10+ years of experience in a customer facing role
  • Resourceful and creative problem-solving skills
  • Customer-first mindset
  • Strong interpersonal skills
  • Proven ability to drive results
  • Diplomacy, tact, and poise under pressure
Responsibilities
  • Own, improve, and grow the fund administration customer success org
  • Monitor and influence product usage and customer engagement
  • Work with account manager leadership to create business strategy plans
  • Develop strategies to up-level growth sales motion
  • Understand customer health and develop path to referenceability
  • Influence the FA business unit customer marketing strategy

Carta offers equity management solutions through a platform that handles cap tables, valuations, fundraising, issuing shares, compensation, and fund administration services, supporting over 40,000 companies and nearly 7,000 funds globally. The company's technologies include software and services that streamline financial management, automate back-office tasks, and simplify equity sales.

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

INACTIVE