Strategic Account Manager, Venture Capital

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Strategic Account Manager, Venture Capital you’ll work to:

• 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’ll play a key role in the evolution of our Account Management playbook as we continue scaling in 2026 and beyond

The Team You'll Work With

We’re looking for an exceptional Strategic Account Manager to own and manage a portfolio of our enterprise customers. This includes maximizing the value customers receive from Carta products, building strong relationships across stakeholder levels—including at the executive level—and successfully managing customers through adoption, growth, and renewal phases.

As a Strategic Account Manager, you will play a critical business role at Carta. You will work with your customers to understand their business plans and build long-term strategic adoption roadmaps that enable their desired outcomes. You’ll drive revenue, reputation, and product direction by collaborating closely with our product, sales, services, and support teams—ultimately helping shape our customer strategy both at the account level and at scale.

About You

• 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

Please note: This role requires regular in-person interaction with customers and team members, including client site visits and onsite team collaboration. Strong expectation is placed on in-person presence of three days per week to build trusted relationships and deliver best-in-class service.

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

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, 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 [email protected].