Strategic Account Manager, Venture Capital

The Role

As a Strategic Account Manager, Venture Capital at Carta, you will join a team that connects founders, investors, and limited partners through world-class software. Your mission will be to unlock the power of equity ownership for more people in more places. You will work with enterprise customers to understand their business plans and build long-term strategic adoption roadmaps that enable their desired outcomes.

Responsibilities

• Build and maintain strong executive relationships with strategic accounts across executive stakeholders (CFO, GPs, Head of Finance) through regular in-person meetings, quarterly business reviews, and strategic account planning and relationship management
• Own the full account narrative, strategy, and execution - ensuring clarity on customer goals, value delivered, risks, and opportunities - leveraging regular Book of Business (BoB) reviews to drive internal leadership on customer outcomes and cross-functional alignment between Product, Delivery, and Growth teams
• Actively manage customer health by monitoring sentiment and risk signals, proactively developing Get-to-Green (GTG) plans, and driving early intervention to minimize churn and improve overall customer experience
• Identify, qualify, and document growth opportunities contributing to net dollar retention (NDR) growth and partner with growth teams on overall expansion strategy
• Partner closely with Product teams to drive rollout strategy, adoption initiatives, and feedback loop and align continuously on customer requirements and product roadmap by being a strong voice of the customer
• Align with Delivery teams on operational excellence, delivery challenges, and continuous process improvements to bring best practices to customers
• Develop strong customer references by actively collecting sentiment, problem-solving, and creating product and services value for customers
• Bring thought-leadership and independent problem-solving skills to the AM function. You will play a key role in the evolution of our Account Management playbook as we continue scaling in 2026 and beyond

Requirements

• 7+ years of enterprise client-facing experience, ideally in venture capital or private equity with a strong ability to build lasting relationships at all organizational levels
• Proven success in strategic account planning, managing complex portfolios, and driving adoption, retention, and growth
• Strong communication and executive presence, with the ability to influence stakeholders, navigate ambiguity, and lead change management initiatives
• Data-driven and highly organized, with a keen ability to evaluate account health and sentiment, resolve risks, and act on growth opportunities
• A proactive team player who mentors others, leads cross-functional initiatives, and demonstrates deep command of the product and industry landscape
• Willing and able to travel as needed (1–2x per week) and maintain a consistent in-person presence (3 days/week) for customer meetings and team collaboration

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:

$200,000.00 OTE in San Francisco, CA & New York, NY