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LP Portfolio Analytics Client Partner

CartaNew York, NY; Hamilton, NJ; San Francisco, CA; Santa Clara, CA; Seattle, WA; Sandy, UT
On-site Full-time

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Experience Level

Mid to Senior

Qualifications

To excel in this role, you should possess a strong background in finance and operations with demonstrable experience in managing client relationships in complex environments. A proven track record in strategic sales support and project management will be essential. Key qualifications include:Exceptional communication and interpersonal skillsA strategic mindset with the ability to analyze and solve complex problemsExperience in financial services or SaaS environments is a plusAbility to work collaboratively across various teams

About the job

The Company You’ll Join

Carta is at the forefront of connecting founders, investors, and limited partners through innovative software designed specifically for the venture capital, private equity, and private credit landscapes. With the trust of over 65,000 companies across more than 160 countries, Carta’s platform equips you to build, invest, and scale confidently.

Our Fund Administration platform currently supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Our tools are tailor-made to enhance the strategic capabilities of fund CFOs. Recognized by leading publications like Fortune, Forbes, and Great Places to Work, Carta is pioneering the future of private market infrastructure.

We are committed to creating a comprehensive ERP platform tailored for private markets. Traditional ERP solutions often fall short for private funds, which require a cohesive software solution to replace outdated spreadsheets and fragmented service models. Carta's innovative software for the Office of the Fund CFO is geared towards transforming private markets to mirror the efficiency of public markets—a connected ERP for private capital.

To discover more about our offices and culture, please visit our Carta careers page.

The Problems You'll Solve

At Carta, we’re revolutionizing the private market operations. Stakeholders in this domain encounter intricate, high-stakes operational challenges, particularly during transitions and onboarding. By leveraging your unique blend of strategic finance expertise, operational leadership, and relationship management skills, you will deliver exceptional experiences to our most sophisticated clients.

As a Client Partner, you will not only be a subject matter expert but also a strategic advisor and transformation leader, orchestrating successful cross-functional collaboration from late-stage sales to go-live.

As a Client Partner, your responsibilities will include:

  • Enhancing win rates by providing executive-level backing to Go-To-Market teams during late-stage sales cycles, facilitating the closure of strategic, enterprise-level deals.
  • Leading high-level discovery sessions with prospective clients, integrating your industry insights with Carta’s best practices to develop customized operational and financial solutions.
  • Serving as the primary continuity point for clients throughout onboarding and implementation, acting as a stable, trusted advocate aligned with C-level objectives.
  • Managing critical transitions across internal teams (Sales, Product, Delivery, Support) with a focus on reducing complexity, risk, and friction for our clients.

About Carta

Carta is revolutionizing the interaction among founders, investors, and limited partners with a state-of-the-art software platform tailored for the private capital markets. Trusted by thousands globally, we are shaping the future landscape of private market infrastructure and fund administration.

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