Job title: Account Director, Fund Administration

Company: Carta

Job description: 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 .The Problems You’ll Solve

• Focus on maintaining and improving Carta customer health, including retention, engagement, and adoption of Carta’s products
• Leverage technology to proactively engage with customers at scale regarding Carta’s value
• Manage customers through the renewal process, including effectively managing escalations related to contract terms
• Negotiate win-win renewal outcomes for the customer and Carta
• Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement
• Build deep relationships with decision makers within customer accounts to enable them to be Carta advocates
• Participate in customer issues and manage to resolution
• Engage customers to act as a reference
• Maintain high levels of customer engagement and satisfaction with a focus on customer loyalty
• Monitor and influence product usage, customer engagement and satisfaction feedback
• Make Carta users love Carta by proactively offering advice on best practices and creative product solutions
• Proactively identify areas where customers can further engage with the Carta product

The Team You’ll Work WithWe’re looking for exceptional Account Directors to own and manage portfolios of existing customers. This includes ensuring your customers are getting value out of Carta products, collaborating closely with sales to drive adoption of additional features, and managing customers successfully through the renewal process.As an Account Director, you will play a critical business role at Carta. You will work with your customers to understand their business plans and develop a Carta product adoption roadmap which will enable them to accomplish their desired business outcomes. Using your experience, you will collaborate with the team, product, sales, marketing and support to drive account strategy, solve problems, and improve customer engagement and loyalty.About You

• 4+ years of enterprise client facing experience
• Prior experience working in venture capital, private equity or accounting strongly preferred
• Proven ability to build and manage existing customer account relationships
• 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
• 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
• A quantitative aptitude and ability to present to clients with sophisticated investment knowledge and business experience
• 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

SalaryCarta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:

• $160,000 OTE in New York, NY

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our to get to know us better as you think about your next step at Carta.Important Security Notice for CandidatesOur 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 an @carta.com domain. 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 provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to .Awards and AcknowledgementsCompanies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the , list, and . We’ve also been recognized as a , a and certified as a .Interested in data privacy? Check out our policies on andApply for this Job

• Required

First Name *Last Name *Email *Phone *Location (City)Resume/CV *Drop files hereAttach or enter manually(File types: pdf, doc, docx, txt, rtf)Cover LetterDrop files hereAttach or enter manually(File types: pdf, doc, docx, txt, rtf)Are you currently eligible to work in the country where this position is located for any employer? *Do you now or in the future require visa sponsorship to continue working in the country where this position is located? *LinkedIn Profile *WebsiteWhich is your preferred office location(s)? *Have you worked for Carta at any other time previously? *Voluntary Self-IdentificationFor government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.GenderAre you Hispanic/Latino?Please identify your raceIf you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:A “disabled veteran” is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran’s discharge or release from active duty in the U.S. military, ground, naval, or air service.An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Veteran StatusVoluntary Self-Identification of DisabilityForm CC-305Page 1 of 1OMB Control Number 1250-0005Expires 04/30/2026
Why are you being asked to complete this form?We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability?A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn’s Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability StatusPUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.Our system has flagged this application as potentially being associated with bot traffic. Please turn off any VPNs, clear your browser cache and cookies, or try submitting your application in a different browser. If this issue persists, please reach out to our support team via our

Expected salary:

Location: Hamilton, NJ – New York City, NY

Job date: Sat, 25 May 2024 03:08:45 GMT

Apply for the job now!