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Client Partner Executive Jobs in California (NOW HIRING)

Carta

Private Capital Client Partner

San Francisco, CA · On-site

$167K - $209K/yr

... executive team to ensure positive client and business outcomes. About You * 8+ years of Private ... the talent partner via email. * Carta uses E-Verify in the United States for employment ...

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Client Partner Executive information

What is a client partner executive?

A Client Partner Executive is a senior professional responsible for managing and nurturing relationships with key clients in an organization. Their main role is to ensure client satisfaction, identify business opportunities, and act as a strategic advisor to help clients achieve their goals. They often collaborate with internal teams to deliver solutions tailored to client needs, aiming to drive revenue growth and long-term partnerships. This role requires strong communication, negotiation, and problem-solving skills, as well as a deep understanding of the client's industry.

What are the key skills and qualifications needed to thrive as a client partner executive?

To thrive as a Client Partner Executive, you need strong expertise in account management, business development, and a proven record of building lasting client relationships, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, analytics platforms, and experience with contract negotiation are commonly required. Exceptional communication, strategic thinking, and problem-solving skills help you stand out in managing client needs and driving growth. These skills are crucial for delivering value to clients, fostering loyalty, and achieving business objectives in a competitive environment.

How does a client partner executive typically collaborate with internal teams to deliver client solutions?

Client Partner Executives play a pivotal role in bridging the gap between clients and various internal departments, such as sales, product development, and customer support. They regularly coordinate cross-functional meetings to align on client objectives, ensure deliverables meet client expectations, and address any challenges that arise during project execution. By fostering open communication and providing clear direction, Client Partner Executives help streamline workflows and drive successful client outcomes. This collaborative approach not only enhances client satisfaction but also supports long-term business growth.

What is the difference between Client Partner Executive vs Account Manager?

AspectClient Partner ExecutiveAccount Manager
Primary FocusBuilding strategic client relationships and driving business growthManaging existing accounts and ensuring client satisfaction
ResponsibilitiesDeveloping long-term partnerships, upselling, and cross-sellingRenewals, troubleshooting, and day-to-day account support
Required SkillsStrong communication, strategic thinking, negotiationCustomer service, problem-solving, relationship management
Work EnvironmentClient-facing, strategic planningOperational, client support

While both roles involve client interaction, the Client Partner Executive focuses on strategic growth and long-term partnerships, whereas the Account Manager handles ongoing account maintenance and satisfaction. The roles often overlap but serve different stages of the client lifecycle.

What does a client partner executive do?

A client partner executive is responsible for managing and strengthening relationships with key clients to ensure their needs are met and to drive business growth. They coordinate with internal teams, develop strategic account plans, and often negotiate contracts, utilizing skills in communication, sales, and account management. The role typically requires understanding client industries and maintaining ongoing engagement to foster long-term partnerships.

What are the most commonly searched types of Client Partner jobs in California?

The most popular types of Client Partner jobs in California are:

What cities in California are hiring for Client Partner Executive jobs?

Cities in California with the most Client Partner Executive job openings:

Client Partner Executive jobs near you

Private Capital Client Partner

Carta

San Francisco, CA • On-site

$167K - $209K/yr

Full-time

Re-posted 12 days ago

Job description

The Company You'll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
The Client Partner team is a new team at Carta. We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients.
As a Private Capital Client Partner, you'll work to:
  • 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
The Team You'll Work With
The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support Carta's Upmarket and Private Capital growth.
Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market ("GTM"), Delivery, R&D and the executive team to ensure positive client and business outcomes.
About You
  • 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
Carta'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 range for this role is:
$167,200.00 - $209,000.00 in Seattle, WA
$176,000.00 - $220,000.00 in San Francisco, CA & Santa Clara, CA
Final offers may vary from the amount listed based on geography, candidate 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 security@carta.com.

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