Account Manager - Investor Services
Company: Carta
Location: New York
Posted on: June 25, 2022
Job Description:
We're looking for exceptional Account Managers to own and manage
portfolios of existing customers. This includes ensuring your
customers are getting value out of Carta products, closing sales of
additional features, and managing them successfully through the
renewal process. As an Account Manager, 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. The Problems You'll Solve
- Focus on retention and growth of Carta customers
- Identify upsell sales opportunities for additional add-on
capabilities that create leverage for our customers'
operations
- Leverage technology to proactively engage with customers at
scale regarding Carta's value, upsell opportunities, and upcoming
renewals
- Manage customers through the renewal process, including
effectively managing escalations related to 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 About You
- Proven ability to build and manage customer account
relationships in an existing or new sales role
- 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 Nice-to-Haves
-
- Prior experience working in venture capital or private equity
space
- Prior experience supporting financial practices or financial
software solutions
Keywords: Carta, New York , Account Manager - Investor Services, Executive , New York, New York
Didn't find what you're looking for? Search again!
Loading more jobs...