1 Strategic Account Director, Fund Administration Job in Sandy, UT
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Strategic Account Director, Fund Administration
$179k-235k (estimate)
Full Time | Investment Management
2 Days Ago
CARTA is Hiring a Strategic Account Director, Fund Administration Near Sandy, UT
The Company You’ll JoinCarta 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 SolveAt 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
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
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 CandidatesOur 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 AcknowledgementsCompanies 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 .
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
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 SolveAt 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
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
- $220,000 OTE in San Francisco, CA
- $220,000 OTE in New York, NY
- $211,000 OTE in Seattle, WA
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 CandidatesOur 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 AcknowledgementsCompanies 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 .
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$179k-235k (estimate)
POST DATE
07/04/2024
EXPIRATION DATE
08/01/2024
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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