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Back to jobs Senior Private Equity Customer Success Manager New York, NY Apply The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page. The Team You’ll Work With We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process. As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with product, sales, legal, finance, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty. The PE Firm CSM is a new function at Carta - you will be on the front lines of building out our entire post-sales process for Private Equity firms across Carta’s complete product set. You will become an expert in how the different parts of our product work together, and leverage value generation and strong relationships to enhance customer exposure to broader components of Carta’s ERP. The Problems You’ll Solve Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates. Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals. Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations. Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity. Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business.. Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks. Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap. Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients. About You 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital. A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge. Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills. Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships. Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption. Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management. Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion. Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains. Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact. An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture. Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $153,850 - $181,000 in San Francisco, CA & New York City, NY We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com. Create a Job Alert Interested in building your career at Carta? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill my application First Name* Last Name* Email* Phone Country* Phone* Location (City) Locate me Resume/CV* Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you currently eligible to work in the country where this position is located for any employer?* Select... Do you now or in the future require visa sponsorship to continue working in the country where this position is located?* Select... LinkedIn Profile* Website Have you worked for Carta at any other time previously?* Select... We work on a hybrid schedule where we come into office 3x/week and work remotely the remaining 2 days. In office schedules are set by location and team. Please confirm you can work in person at the location(s) of the job listed above per this schedule. * Select... What excites you about this opportunity? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 07/31/2029 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp. How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. Submit application Powered by

Listed by Carta for a position based in the United States. Employers on this board attest they are hiring domestically.

Customer Service

51 days ago

Senior Private Equity Customer Success Manager

Carta · San Francisco, CA

Pay

$146k–181k

Setting

On-site

Apply Sign in to favorite Permalink

Back to jobs Senior Private Equity Customer Success Manager San Francisco, CA Apply The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page. The Team You’ll Work With We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process. As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with product, sales, legal, finance, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty. The PE Firm CSM is a new function at Carta - you will be on the front lines of building out our entire post-sales process for Private Equity firms across Carta’s complete product set. You will become an expert in how the different parts of our product work together, and leverage value generation and strong relationships to enhance customer exposure to broader components of Carta’s ERP. The Problems You’ll Solve Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates. Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals. Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations. Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity. Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business.. Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks. Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap. Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients. About You 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital. A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge. Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills. Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships. Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption. Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management. Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion. Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains. Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact. An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture. Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $153,850 - $181,000 in San Francisco, CA & New York City, NY We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com. Create a Job Alert Interested in building your career at Carta? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill my application First Name* Last Name* Email* Phone Country* Phone* Location (City) Locate me Resume/CV* Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you currently eligible to work in the country where this position is located for any employer?* Select... Do you now or in the future require visa sponsorship to continue working in the country where this position is located?* Select... LinkedIn Profile* Website Have you worked for Carta at any other time previously?* Select... We work on a hybrid schedule where we come into office 3x/week and work remotely the remaining 2 days. In office schedules are set by location and team. Please confirm you can work in person at the location(s) of the job listed above per this schedule. * Select... What excites you about this opportunity? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 07/31/2029 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp. How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. Submit application Powered by

Listed by Carta for a position based in the United States. Employers on this board attest they are hiring domestically.

Customer Service

51 days ago

Senior Private Equity Customer Success Manager

Carta · San Francisco, CA

Pay

$146k–181k

Setting

On-site

Apply Sign in to favorite Permalink

Back to jobs Senior Private Equity Customer Success Manager San Francisco, CA Apply The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page. The Team You’ll Work With We’re looking for exceptional Customer Success Managers to own and manage portfolios of existing Private Equity Firm customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process. As a PE Firm CSM, you will play a critical business role at Carta. You will work with some of our most complex customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with product, sales, legal, finance, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty. The PE Firm CSM is a new function at Carta - you will be on the front lines of building out our entire post-sales process for Private Equity firms across Carta’s complete product set. You will become an expert in how the different parts of our product work together, and leverage value generation and strong relationships to enhance customer exposure to broader components of Carta’s ERP. The Problems You’ll Solve Strategic Relationship Management: Build deep, lasting relationships with key decision-makers and high-level PE stakeholders, transforming them into long-term Carta advocates. Customer Health & Adoption: Proactively monitor and improve account health, engagement, and adoption trends by delivering regular, data-driven insights and strategic account plans connected to the customer’s goals. Commercial Execution & Negotiation: Secure win-win renewal outcomes and expertly navigate contract negotiations, while managing complex commercial escalations. Portfolio & Revenue Expansion: Uncover "white space" opportunities across PE firms' broader portfolios, strategically influencing cross-sells and upsells to drive clients toward Carta's comprehensive ERP vision for Private Equity. Advanced Engagement: Leverage cutting-edge technology and AI tools to transform data into real insights and proactively communicate Carta’s evolving value proposition to your book of business.. Risk Mitigation & Resolution: Act as the primary escalation point for customer issues; marshal internal resources to resolve crises efficiently and proactively mitigate churn risks. Cross-Functional Collaboration: Partner closely with R&D and Customer Support teams to synthesize and share client feedback, directly influencing the product roadmap. Value Maximization & Advocacy: Deeply understand unique client workflows to help them extract maximum value from the platform, ultimately activating them as references for prospective clients. About You 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital. A quantitative aptitude and the professional polish required to advisor-sell and present to clients with sophisticated investment knowledge. Proven track record of managing strategic account relationships, utilizing exceptional communication, negotiation, and facilitation skills. Diplomatic and poised under pressure, with a demonstrated ability to navigate difficult conversations and preserve critical client relationships. Proactive, organized, and detail-oriented with a drive to deliver results, inspire customer loyalty, and drive product adoption. Process-driven mindset, capable of establishing, optimizing, and scaling operational processes related to account management. Collaborative and cross-functional leader who can seamlessly work across internal teams to drive complex projects to completion. Thrives in fast-paced, dynamic environments, with a high comfort level operating in areas of uncertainty and rapidly self-educating on new domains. Tech-forward and efficient, with a strong proficiency in leveraging AI tools to optimize workflows, analyze data, and scale your daily impact. An empathetic and persuasive team player possessing the highly-professional interpersonal skills needed to thrive in a high-growth culture. Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $153,850 - $181,000 in San Francisco, CA & New York City, NY We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com. Apply for this job * indicates a required field Autofill my application First Name* Last Name* Email* Phone Country* Phone* Location (City) Locate me Resume/CV* Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you currently eligible to work in the country where this position is located for any employer?* Select... Do you now or in the future require visa sponsorship to continue working in the country where this position is located?* Select... LinkedIn Profile* Website Have you worked for Carta at any other time previously?* Select... We work on a hybrid schedule where we come into office 3x/week and work remotely the remaining 2 days. In office schedules are set by location and team. Please confirm you can work in person at the location(s) of the job listed above per this schedule. * Select... What excites you about this opportunity? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 07/31/2029 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp. How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. Submit application Powered by

Listed by Carta for a position based in the United States. Employers on this board attest they are hiring domestically.

Customer Service

51 days ago

Carta · New York, NY

Pay

$153k–181k

Setting

On-site

Apply Sign in to favorite Permalink

Listed by Carta for a position based in the United States. Employers on this board attest they are hiring domestically.

Customer Service

54 days ago

Senior Enterprise Customer Success Manager

Carta · San Francisco, CA

Pay

$153k–181k

Setting

On-site

Apply Sign in to favorite Permalink

Listed by Carta for a position based in the United States. Employers on this board attest they are hiring domestically.

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