# Private Capital Client Partner

**Company**: Carta
**Location**: Seattle, WA
**Experience**: senior
**Job type**: full-time
**Salary**: $167,200.00 - $209,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/carta/jobs/7810453003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b99956dd-532

## Description

## The Role

As a Private Capital Client Partner, you'll work with Carta's largest and most complex clients to ensure a successful customer experience and journey from late-stage sales through go-live.

## Responsibilities

- 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

## Requirements

- 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

The minimum cash compensation range for this role is $167,200.00 - $209,000.00 in Seattle, WA.

## Skills

### Required
- Private Capital Accounting
- Operational experience
- AI tools
- Customer relationship skills
- Project management

### Nice to have
- Claude or similar LLMs
- Private Capital financial services

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/carta/jobs/7810453003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)