Carta

Carta

Private Capital Client Partner

Seattle, WA · Full-time

Sponsorship not specified$167k-$209kDetected 12 hours ago
Data AnalysisLLMsProject ManagementAccountingERPRecruitingCommunication

About the role

  • 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.

Responsibilities

  • Proven ability to build and manage new customer account relationships
  • Proven ability to assess, establish and optimize operational and accounting processes and best practices

Requirements

  • Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning
  • Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus

Skills

  • The Company You'll Join
  • 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  • Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.
  • For more information about our offices and culture, check out our Carta careers page.
  • The Problems You'll Solve

Compensation

  • $167,200.00 - $209,000.00 in Seattle, WA
  • Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
  • Our minimum cash compensation range for this role is:

Company info

  • You'll Work With
  • The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta's Upmarket and Private Capital growth.
  • Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty.
  • This role is cross functional requiring development of deep relationships across all areas of Go to Market ("GTM"), Delivery, R&D and the executive team to ensure positive client and business outcomes.
  • 8+ years of Private Capital Accounting and Operational experience
  • Prior experience working in Private Capital financial services strongly preferred
  • Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations
  • Excellent communication, listening, facilitation, and negotiating skills
  • Proactive, action-oriented
  • Strong data analysis, organization, and project management skills
  • Ambitious, detail-oriented and self-starter with a proven track record of delivering results

Equal opportunity

  • equal opportunity employer and are committed to providing a positive interview experience for every candidate.

This listing is sourced directly from Carta's careers page and normalized into a canonical job model.