Accounting / Finance
CA United States
The Firm You’ll JoinAt Carta we create house owners and make non-public markets liquid.We reside in a world the place some individuals reside on the fairness stack and revel in exponential wealth development and preferential tax therapy; others reside on the debtstack and may match their total lives for a corporation and retire solely with the money they’ve managed to save lots of from their paychecks. Our contribution to fixing the wealth inequality downside is transferring individuals from the debt stack (payroll) to the fairness stack. By making it as straightforward to difficulty fairness to workers as it’s to place them on payroll, we will create extra house owners.At Carta, we’re useful, clear, honest, and sort. We’re relentless executors, unconventional thinkers, and masters of our craft.Be taught extra about our Collection G fundraising spherical right here .The Staff You’ll Work WithThe Supervisor position is a vital position throughout the broader account administration crew, reporting to the Director of Account Administration, Investor Providers. This consists of making certain your groups’ clients are getting worth out of Carta merchandise, closing gross sales of extra options, and managing them efficiently via the renewal course of. You’ll work instantly with our investor companies clients, that are primarily enterprise capital companies.This crew is hyper-focused on constructing processes and utilizing know-how to scale proactive buyer outreach, and to optimize for income and growth alternatives. You’ll lead a crew of account managers making certain our clients are getting worth out of Carta merchandise, closing gross sales of extra options, and managing them efficiently via the renewal course of. The crew is devoted to enhancing the client expertise, being the voice of the client internally, and retaining as many shoppers as doable.The Issues You’ll Clear up Present directional management for account managers by overseeing every day actions and quota efficiency administration so as to constantly meet/exceed particular person and crew targets month-to-month and quarterly Set up greatest practices for the right way to successfully handle an account administration crew and their guide of enterprise and develop and implement new gross sales initiatives, methods and packages to assist improve your crew’s productiveness Help crew in scoping, negotiations, account technique planning and function escalation level for buyer points that come up Act as an inside trusted advisor, chief, and advocate for crew members Allow groups to teach clients in all segments on Carta’s broader mission of making house owners and liquidity Work with account supervisor management to drive suggestions on the rising necessities of all clients Meet crew targets for upsell, brand/greenback retention, and buyer well being as set by VP of Buyer Success About You We’re in search of customer-centric, organized professionals, who know the right way to work in a dynamic surroundings with a number of priorities. Cross-departmental collaboration and communication is vital to success within the position, and environment friendly time administration is important as properly. As well as, we’re prioritizing: Minimal of 8 years of profitable account administration expertise Confirmed observe report in buyer engagement, leading to elevated engagement, buyer satisfaction, and contract worth development on each upsells and driving growth Expertise working in monetary companies, fintech, enterprise capital, relationship administration Possesses a powerful understanding of the non-public market ecosystem, different funding agency buildings, and technical understanding of fund operations. Sturdy operational self-discipline with an analytical, process-oriented mindset and a data-based strategy to determination making Resourceful and artistic downside fixing abilities so as to present optimum enterprise or technical options Buyer-first mindset, with a concentrate on looking for options to make sure higher lifetime worth for our shoppers Wonderful oral and written communication abilities together with a capability to work cross-functionally with a broad vary of inside and exterior shoppers Self-motivated, proactive crew participant with progressive concepts to encourage buyer loyalty and adoption Sturdy interpersonal abilities, with an emphasis on constructing robust inside and exterior relationships Confirmed means to drive outcomes, throughout a number of capabilities, and exceed allotted targets Diplomacy, tact and poise below strain, and a excessive tolerance for ambiguity Development mindset, proactive, and action-oriented Covid Vaccine PolicyIn an effort to safeguard the well being of our workers, Carta has applied a coverage requiring all new hires to obtain the COVID vaccine (together with boosters because the people turn out to be eligible for them). Proof of vaccination shall be required as a situation of employment. Carta will proceed to adjust to relevant legal guidelines relating to the cheap lodging of people with disabilities and/or strongly held non secular beliefs. This coverage is a part of Carta’s ongoing efforts to make sure the protection and well-being of our workers and neighborhood, and to assist public well being efforts. We’re an equal alternative employer and are dedicated to offering a optimistic interview expertise for each candidate. If lodging on account of a incapacity or medical situation are wanted, join with us through electronic mail at recruitingcarta.com. As an organization, we worth equity, helpfulness, transparency, management and construct our groups round these values. Take a look at our careers web page to get to know us higher as you consider the next move at Carta.