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Back to jobs Private Capital Client Partner San Francisco, CA; Santa Clara, CA; Seattle, WA; Sandy, UT 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 Problems You'll Solve The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients. As a Private Capital Client Partner, you’ll work to: Increase win rates through partnership with Go To Market teams during late stage sales Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live Ensure smooth transitions between all team handoffs with a consistent, trusted expert Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model Ensure proper expectation setting and alignment across all internal and external stakeholders Project manage the cross functional conversion process from prior administrator to Carta Create internal governance structures for proper internal status and escalation channels Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement Educate the Client “the Carta way” (product demos, recommended banks, etc.) Ensure proper framework to manage net new product feature requests Build deep relationships with external decision makers to enable them to be Carta advocates The Team 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. About You 8+ years of Private Capital Accounting and Operational experience Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus Prior experience working in Private Capital financial services strongly preferred Proven ability to build and manage new customer account relationships Proven ability to assess, establish and optimize operational and accounting processes and best practices 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 Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion Diplomacy, tact and poise under pressure when working through customer issues Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge 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 minimum cash compensation range for this role is: $167,200.00 - $209,000.00 in Seattle, WA $176,000.00 - $220,000.00 in San Francisco, CA & Santa Clara, CA Final offers may vary from the amount listed based on geography, candidate 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... 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.

FinTech

50 days ago

Private Capital Client Partner

Carta · Seattle, WA

Pay

$167k–209k

Setting

On-site

Apply Sign in to favorite Permalink

Back to jobs Private Capital Client Partner San Francisco, CA; Santa Clara, CA; Seattle, WA; Sandy, UT 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 Problems You'll Solve The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients. As a Private Capital Client Partner, you’ll work to: Increase win rates through partnership with Go To Market teams during late stage sales Demonstrate deep knowledge of Carta and industry best practices and trends to complete operational and technical discovery and solutioning Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live Ensure smooth transitions between all team handoffs with a consistent, trusted expert Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model Ensure proper expectation setting and alignment across all internal and external stakeholders Project manage the cross functional conversion process from prior administrator to Carta Create internal governance structures for proper internal status and escalation channels Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement Educate the Client “the Carta way” (product demos, recommended banks, etc.) Ensure proper framework to manage net new product feature requests Build deep relationships with external decision makers to enable them to be Carta advocates The Team 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. About You 8+ years of Private Capital Accounting and Operational experience Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus Prior experience working in Private Capital financial services strongly preferred Proven ability to build and manage new customer account relationships Proven ability to assess, establish and optimize operational and accounting processes and best practices 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 Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion Diplomacy, tact and poise under pressure when working through customer issues Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge 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 minimum cash compensation range for this role is: $167,200.00 - $209,000.00 in Seattle, WA $176,000.00 - $220,000.00 in San Francisco, CA & Santa Clara, CA Final offers may vary from the amount listed based on geography, candidate 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... 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.

FinTech

50 days ago

Technical Program Manager, Manager

Stripe · Dublin HQ, IE

Pay

Not listed

Setting

On-site

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Who we areAbout StripeStripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career.About the teamTrust is central to Stripe’s mission to grow the GDP of the internet and the Risk team advances that mission by building products and infrastructure that Stripe businesses, Stripe product teams, and Stripe’s network of regulators and financial partners rely on. From helping businesses onboard to Stripe to managing regulatory compliance at scale, Risk is at the center of what makes Stripe run. The Technical Program Manager team is responsible for delivering the cross-Stripe programs that help businesses grow on Stripe, enable products to launch safely at scale, and Stripe to maintain its position as the most trusted network in the financial ecosystem.What you’ll doYou will lead a team of TPMs and PGMs to deliver on Stripe’s most complex, cross-cutting, and critical programs. As a manager, you will support your team in leading programs that advance Stripe and Risk’s mission. You’ll hire, coach, and grow a team of excellent TPMs that support Stripe’s growing needs and the individuals’ careers. You will also act as a TPM yourself on the most complex initiatives that uniquely need your hands-on leadership.ResponsibilitiesBuild, lead and manage high-performing teams, managers, and individuals, across multiple locations, including providing performance reviews, continual feedback, and career growth.Define and deliver on long-term vision and multi-year strategy for company-wide programs collaborating with product management and engineering leadership/executives.Define success criteria, delivery plans, track risks, and ensure successful execution of Risk’s most complex programs.Make substantial improvements to how the teams you work with communicate and operate to significantly increase the productivity and efficiency of the teams.Who you areWe’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.Minimum requirements5+ years of management experience of varying seniority, including managing managers8+ years of software engineering, systems engineering or technical product/program management experienceExtensive experience in finding and growing talent through coaching, mentoring, and career development conversationsExperience driving technical programs from ideation to delivery at scale and leading teams of Technical Program Managers who have done the sameExperience operating autonomously and leading across multiple teams, with stakeholders in different disciplines across time zonesAbility to demonstrate critical thinking and thought leadershipPreferred qualificationsYou are comfortable working with geographically distributed teamsYou’ve managed teams that designed and operated critical infrastructureYou are empathetic to customer needs but visionary enough to not just deliver a faster horseYou are excited about collaborating with teammates across Stripe’s organizationPast experience as an engineer or similar technical role

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