---
title: 'Senior Customer Success Manager at Carta'
canonical: 'https://feeny.ai/job/senior-customer-success-manager-carta-london-vzbnm9bdcrvf'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Customer Success Manager at Carta

- **Company:** Carta
- **Location:** London, United Kingdom
- **Posted:** 2026-09-25
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/carta/jobs/8005468003

## Job description

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](https://carta.com/careers/).

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our [Carta careers page](https://carta.com/careers/).

Interested in data privacy? Check out our policies on [Privacy](https://carta.com/privacy/) and [CA Candidate Privacy](https://carta.com/privacy/candidate/).

The Problems You’ll Solve

- Own the success and health of a varied EMEA Book of Business across SMB, Mid-Market and Enterprise customers  (~ 600 accounts); developing different strategies aimed to increase engagement while mitigating churn
- Become a trusted advisor; develop consultative relationships (particularly with the Mid-Market and Enterprise segments) by delivering value, sharing best practices and acting as the voice of customers internally
- Use AI tools to scale personalised customer engagement, accelerate EBR and renewal prep, 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 your customers are getting the most out of Carta Europe’s service offerings, market knowledge and expertise to further enhance their experience as our European customers

The Team You’ll Work With

You’ll be joining the small but mighty Customer Success team in London in  the Carta Europe business unit. The team is looking for a well-rounded, experienced and adaptable Customer Success Manager who’s ready to roll up their sleeves and help drive retention.

This means working closely with not only your fellow UK Customer Success team mates, but many other internal teams from Sales and Delivery teams to RevOps and R&D.

## About You

This unique role requires you to be a self-starter, be eager to make your mark, thrive in collaborative teamwork and work dynamically in a fast-paced startup environment. You need to obsess over customer experience and adopting top tier CS practices, alongside unparalleled organisation and communication skills. In addition, we’re prioritising:

- 4+ years of experience in Customer Success or Account Management, preferably in a SaaS environment
- 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
- Comfortable leveraging AI tools, particularly Claude, to accelerate research, synthesize information, and streamline complex workflows.
- Demonstrated ability to navigate difficult conversations while preserving strong customer relationships
- Growth mindset with a proactive approach and bias for action
- Excellent communication, listening, facilitation, and negotiation skills
- Ability to work autonomously on projects and initiatives
- Strong data analysis, time management, organizational, and prioritization skills

Footer

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 notify the recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our[careers page](https://carta.com/careers/) to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from @carta.com. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review [the guidelines](https://consumer.ftc.gov/consumer-alerts/2023/08/scammers-impersonate-well-known-companies-recruit-fake-jobs-linkedin-and-other-job-platforms)provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

​​Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the[Forbes World’s Best Cloud Companies](https://www.forbes.com/lists/cloud100/?sh=2b8dd7e27d9c),[Fast Company's Most Innovative](https://www.fastcompany.com/most-innovative-companies/2020) list, and[Inc.’s Fastest-Growing Private Companies](https://www.inc.com/inc5000/2020). We’ve also been recognized as a[2023 Built In Best Place to Work in the U.S.](https://builtin.com/awards/us/2023/best-places-to-work), a[Muse VIBE Award winner in the Vacation and Time Off category](https://www.themuse.com/advice/vibe-awards-2022-vacation-time-off-benefits) and certified as a[Great Place to Work](https://www.greatplacetowork.com/certified-company/7036977).

Interested in our candidate privacy policy? Find out more[here](https://carta.com/privacy/candidate/). 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](https://www.e-verify.gov/about-e-verify/what-is-e-verify) and Department of Justice websites for more details.
- For information on our data privacy policies, see [Privacy](https://carta.com/privacy/), [CA Candidate Privacy](https://carta.com/privacy/candidate/), and [Brazil Transparency Report](https://carta.com/legal/br/brazil-pay-transparency/).
- 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.

## About Carta

## Company Overview
- **One-liner**: Carta provides an intelligent platform that connects data, workflows, and people to power private capital operations, bringing together cutting-edge AI and expert human service.
- **Entity Type**: Private (raised over $1.2B in total funding)
- **Headquarters**: San Francisco, California, USA (333 Bush Street Suite 2300, San Francisco, CA 94104)
- **Founded**: 2012 (as eShares, later renamed Carta)
- **Founders**: Henry Ward and Manu Kumar

## Core Business
- **Primary industry**: Private capital markets, equity management, fund administration, and valuation services.
- **Target customers**: B2B – startups, private companies, venture capital firms, private equity funds, investors, and their stakeholders.
- **Mission or purpose**: To make private markets as fast, automated, and connected as public markets, and to “create more owners” by expanding access to equity and ownership.

## Products & Services
- **Carta Platform (Equity Management)**: SaaS for cap table management, equity issuance, employee stock plan administration, and stakeholder communication.
- **Carta Fund Administration**: Back-office services for venture capital and private equity funds, including portfolio management, reporting, and compliance.
- **Carta Valuations (409A)**: Subscription-based 409A valuation services for private companies.
- **Carta Insights (via Tactyc acquisition)**: Strategic modeling, forecasting, and scenario planning tools for fund managers.
- **Carta Liquidity (Secondary Market)**: Facilitation of secondary transactions for private company shares.
- **Agentic Intelligence**: AI-powered monitoring, proactive orchestration, and process automation embedded across the platform.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: $500M annual recurring revenue (ARR) crossed in 2025
- **Notable Investors/Partners**: Not disclosed in provided sources (Carta has raised over $1.2B from prominent investors, including Andreessen Horowitz, Lightspeed, and others – not listed in sourced materials)
- **Growth Signals**: 
  - 1.7M+ equity holders on the platform
  - 50,000+ companies served in 160+ countries
  - 9,000+ funds and SPVs on the platform
  - $4.5T+ total equity value on the platform
  - 85% of US unicorns use Carta cap table
  - 1,900+ employees across 15 global locations
  - Recent acquisitions: Vauban, Capdesk (UK equity management), Tactyc (forecasting)
  - Partnerships: NYSE (preferred listing venue), Morgan Stanley at Work (public equity management)

## Competitive Advantages
- **Network effects**: The largest concentration of private company cap tables, fund data, and liquidity events creates a powerful data moat.
- **End-to-end platform**: Covers equity management, fund administration, valuations, and secondary trading – reducing the need for multiple vendors.
- **Agentic AI**: Deep integration of AI into workflows, leveraging proprietary data for accuracy and compliance.
- **Regulatory compliance**: Built-in audit trails, tax reporting, and adherence to financial regulations (e.g., ADGM regulation in UAE).
- **Global scale**: Operations in 15 locations, serving clients in 160+ countries, with a strong foothold in both the US and Europe.

## Strategic Focus
- **Agentic ERP for private capital**: Transforming the platform into a unified enterprise resource planning system for the private markets.
- **Global expansion**: Continued growth in Europe (via Capdesk and Vauban) and the Middle East (Abu Dhabi office).
- **AI and automation**: Embedding context-aware agentic intelligence to boost productivity and accuracy for all users.
- **Partnerships and liquidity**: Deepening ties with investment banks (Morgan Stanley, NYSE) to create seamless paths from private to public markets.
- **Product innovation**: Building connectivity between investment firms, companies, and investors to streamline fundraising, ownership, and exits.

## Why Work Here
- **Culture**: Carta emphasizes ownership, transparency, and problem-solving. Operating principles include “We act as owners,” “We play in the open,” and “We solve problems.” The company fosters an inclusive, unconventional builder mindset.
- **Work model**: Hybrid/remote-friendly – Cartans live and work across the world; offices in San Francisco, Abu Dhabi, and other locations.
- **Perks & benefits**:
  - Mental health coverage (8 coaching + 8 therapy sessions per year)
  - Minimum Time Off (MTO) – at least 3 paid weeks off per year, with unlimited additional PTO/sick days
  - Fertility coverage and 100% paid parental leave (12 weeks bonding, up to 22 weeks for birthing parent)
  - 401k matching (50% up to $5,000/year)
  - Full book reimbursement (no yearly cap)
  - Carta Business School – intensive leadership development
  - Quarterly hackathons, weekly Show & Tell, and Friday all-hands Town Halls
  - Full access to Claude tool suite and company-wide AI training
- **Engineering culture**: Emphasis on building the next generation of financial infrastructure, with high autonomy and a strong sense of mission.

## Sources
1. [carta.com](https://carta.com/)
2. [carta.com/careers](https://carta.com/careers/)
3. [carta.com/careers/life-at-carta](https://carta.com/careers/life-at-carta/)
4. [carta.com/uk/en/about](https://carta.com/uk/en/about/)
5. [builtin.com](https://builtin.com/company/carta/faq/workplace-perception)

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