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Customer Success Manager
CARTA San Francisco, CA
$140k-183k (estimate)
Full Time 1 Month Ago
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CARTA is Hiring a Customer Success Manager Near San Francisco, CA

The Team You’ll Work With

The CSM role sits within ourCorporations Business Unit within our CS Programs/Operations team. The CS Programs/Operations team is hyper-focused on building processes and using technology to scale proactive customer education and engagement. This team is dedicated to improving the customer experience, being the voice of the customer internally, helping customers get the most out of their Carta subscription, and retaining as many customers as possible.

The Problems You’ll Solve 

  • Own the success and health of your assigned customers by developing strategies aimed to increase engagement and mitigate churn at scale
  • Understand the challenges facing our SMB customer segment and come up with creative solutions to provide them with additional value
  • Drive product education and adoption of Carta throughout the customer journey
  • Drive retention and growth among our SMB customers by understanding their business needs and identifying additional ways Carta can support them
  • Ensure all our SMB customers feel valued; gather insights about their adoption trends, engagement, overall health and sentiment
  • Marshall resources internally as needed to resolve customer issues; proactively identify areas of risk and develop plans to address these needs
  • Collaborate with R&D and Customer Support teams to resolve issues and share customer feedback in an ongoing effort to improve our product
  • Leverage technology to proactively engage with customers at scale regarding Carta’s value 
  • Work with Marketing, Implementations, Support and Sales Operations to improve processes that scale

The Impact You’ll Have

By proactively engaging with SMB customers, you will be helping to improve our overall customer retention, secure our future pipeline for new product lines, and drive change for the broader company and mission.

About You

We’re looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities. Cross-departmental collaboration and communication is critical to success in the role, and efficient time management is essential as well. In addition, we’re prioritizing: 

  • Prior experience working in a customer facing role working with startups
  • Experience working with any customer success platforms such as Catalyst, Gainsight, Totango, Client Success, or Churn Zero
  • Experience working with Outreach
  • Proven ability to build and manage relationships preferably in a SaaS environment
  • Diplomacy, tact and poise under pressure, and a high tolerance for ambiguity
  • Growth mindset, proactive, and action-oriented
  • Venture Capital ecosystem knowledge major plus.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. If you are located in San Francisco, California or New York, NY our minimum cash compensation salary range for this role is $92,000 - $116,000 (if applicable, commission). Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Job Summary

JOB TYPE

Full Time

SALARY

$140k-183k (estimate)

POST DATE

02/02/2023

EXPIRATION DATE

02/22/2023

WEBSITE

carta.com

HEADQUARTERS

ARDMORE, PA

SIZE

50 - 100

FOUNDED

2012

CEO

ROBERT WINTERLY

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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About CARTA

Were on a mission to create more owners. By building the global ownership management platform, were changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works. Want to join our team? Look at our open positions here: https://boards.greenhouse.io/carta https://vimeo.com/273958418

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The following is the career advancement route for Customer Success Manager positions, which can be used as a reference in future career path planning. As a Customer Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Manager. You can explore the career advancement for a Customer Success Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Success Manager job description and responsibilities

Having a customer success manager overseeing the onboarding process helps with retention.

01/03/2022: Pueblo, CO

Customer success managers should have strong organization and presentation skills, but those things can be taught.

12/19/2021: Modesto, CA

They monitor their customers’ happiness closely so that they are able to offer solutions before problems occur.

02/13/2022: Everett, WA

Take time to understand what each customer needs and help customers take the shortest route possible.

01/23/2022: San Jose, CA

The customer success manager characterizes himself with being organized, presentable and acquiring technical skills.

01/07/2022: Minneapolis, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Success Manager jobs

Customer success managers are both salespeople and support professionals.

12/15/2021: Las Cruces, NM

During the operational stage (also known as “Business as usual), Customer Success Managers often provide technical know-how, expertise, and training to customers with the goal making them successful and keeping them satisfied with the business’s products

01/02/2022: Longview, TX

A good Customer Success Manager must have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.

02/21/2022: Pueblo, CO

Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.

12/22/2021: Temple, TX

Customer Success Managers must be strong, natural advocates.

02/15/2022: Clearwater, FL

Step 3: View the best colleges and universities for Customer Success Manager.

Butler University
Carroll College
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