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60 Carta Client Service Representative Jobs Hiring Near You

Carta

Private Capital Client Partner

San Francisco, CA · On-site

$167K - $209K/yr

... with a single system of record, Carta brings together the software, services, and legal ... SPVs representing $250B+ in assets under management, Carta is transforming how private capital ...

Carta

Legal Partnerships / BD Manager

New York, NY · On-site

... with a single system of record, Carta brings together the software, services, and legal ... Our team manages the full client lifecycle - from welcoming new clients through onboarding, to ...

Carta

Technical Senior Manager, Fund Tax

New York, NY · On-site

$174K - $218K/yr

... SPVs representing $250B+ in assets under management, Carta is transforming how private capital ... Help manage a team of talented tax professionals that service our client base * Work ...

Carta

Associate, Stakeholder Alignment

Mclean, VA · On-site

$45K - $140K/yr

Lead Client Engagements: Deliver stakeholder alignment services (project partnering sessions, risk ... Carta offers a total compensation package that includes base salary, bonus potential, and a ...

Carta

Senior Associate Lawyer

Sandy, UT · On-site

$119K - $148K/yr

... with a single system of record, Carta brings together the software, services, and legal ... Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across ...

Carta

Legal Partnerships / BD Manager

New York, NY

... distribution of Carta Law's services - turning law firms, investment banks and compliance ... Our team manages the full client lifecycle - from welcoming new clients through onboarding, to ...

Carta

Funds Paralegal

Toronto, ON

Work closely with lawyers and senior paralegals, contributing to high-quality client delivery ... Cartans are helpful, relentless, unconventional and kind; representing Carta's Identity Traits.

Carta

Counsel

Dallas, TX · On-site

$149K - $187K/yr

... with a single system of record, Carta brings together the software, services, and legal ... Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across ...

Carta

Account Executive, Legal Services

New York, NY · On-site

$60.10/hr

... services, and legal infrastructure that founders use to manage equity, fund managers use to run ... SPVs representing $250B+ in assets under management, Carta is transforming how private capital ...

Carta

Counsel

Seattle, WA · On-site

$149K - $187K/yr

... with a single system of record, Carta brings together the software, services, and legal ... Maintain and update client playbooks on an ongoing basis, ensuring consistency and quality across ...

Carta

Junior Paralegal, Contracts

Seattle, WA · On-site

$25.80 - $45.78/hr

... with a single system of record, Carta brings together the software, services, and legal ... Work closely with lawyers and senior paralegals, contributing to high-quality client delivery ...

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Infographic showing various Client Service Representative job openings at Carta in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Private Capital Client Partner

San Francisco, CA • On-site

Carta
Internet and IT • 51 - 200 employees
Learn more about Cartaexternal

$167K - $209K/yr

Full-time

Re-posted 24 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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