Strategic Account Director, Fund Administration



Sales & Business Development
San Francisco, CA, USA · New York, NY, USA · Hamilton Township, NJ, USA · Seattle, WA, USA · San Francisco, CA, USA · Seattle, WA, USA
Posted on Tuesday, July 2, 2024

The Company You’ll Join

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 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 Director, Fund Administration you’ll work to:

  • Develop and own deep relationships with our biggest and most strategic customers in order to influence product adoption and customer happiness
  • Assist in developing and driving customer specific project plans
  • Work cross functionally with internal teams to ensure product roadmap alignment
  • Develop strategies aimed to increase engagement and mitigate churn
  • 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 service scope and 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 With

We’re looking for exceptional Strategic Account Directors to own and manage portfolios of existing strategic 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 a Strategic 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

  • 12+ years of enterprise client facing experience recommended
  • 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


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 (salary + commission if applicable) range for this role is:

  • $220,000 OTE in San Francisco, CA
  • $220,000 OTE in New York, NY
  • $211,000 OTE in Seattle, WA

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 careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our 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 the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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