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Manager - Account Management


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Job Details

Location: San Francisco, Chemin de la Savane, Gatineau, Gatineau, Gatineau (ville), Outaouais, Quebec, J9T 8B7, Canada Posted: Jan 11, 2020

Job Description

At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. We're looking for an exceptional leader to join our Private Market Revenue team! As a Manager on the Account Management team at Carta, you will be responsible for managing and leading a diverse group of Account Managers and Account Specialists, while partnering with key leaders across the org to build and improve our infrastructure for this hyper-growth business segment. This includes ensuring your customers are getting value out of Carta products, closing sales of additional features, and managing them successfully through the renewal process. The Manager of Account Management will play a critical business role at Carta. You will work with your team and our valued customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Ideal candidates will have strong management, sales, and negotiation skills which will be used to help our customers understand Carta’s value, close sales of additional features, and secure renewals.


    • Provide directional leadership for Account Managers by overseeing daily activities and quota performance management in order to consistently meet/exceed individual and team goals monthly and annually
    • Establish best practices for how to effectively manage an Account Management team and their book of business and develop and implement new sales initiatives, strategies and programs to help increase your team’s productivity
    • Maintain strong focus on customer health, as measured by product adoption, engagement, and customer satisfaction
    • Assist the team with closing business and driving incremental revenue
    • Set the team goals, coaching and managing performance of each team member
    • Work cross-departmentally to identify areas of opportunity to streamline customer communication at scale
    • Assist Finance in efforts to collect aging past due balances and recover lost revenue (winback)


    • 1-2 years experience in team leadership role
    • Proven ability to establish and optimize operational processes related to customer account management
    • Strong customer success skills and demonstrated ability to work through difficult conversations to preserve relationships
    • Excellent communication, listening, facilitation, and negotiating skills
    • Proactive, action-oriented
    • Strong data analysis, organization, and prioritization skills

Nice to Haves

    • Experience working with Salesforce features to manage expansion sales and renewals, and/or experience working with any customer success platforms such as Gainsight, Totango, Client Success, Strikedeck, or Churn Zero
Carta is a Series E company and is backed by top-tier VCs like Andreessen Horowitz, Lightspeed Venture Partners, Meritech Capital, and more. We are an equal opportunity employer. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta. Please read about our candidate privacy policy here . Apply for this job

About Carta

Carta is building a global ownership management platform to help companies, investors, and employees manage their equity.

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