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Private Capital Client Partner at Carta - ApplyBlast

Private Capital Client Partner

Carta

3 months ago

3.6 on Glassdoor

Seattle, Washington, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Private Capital Client Partner at Carta will serve as a trusted advisor for large, complex private capital clients, guiding them from late‑stage sales through onboarding and go‑live. The role focuses on building strong relationships, managing cross‑functional project delivery, and ensuring clients maximize value from Carta’s fund administration platform.

Responsibilities

Increase win rates with Go‑to‑Market teams during late‑stage sales
Serve as the client’s trusted advisor from sale through onboarding and go‑live
Project manage the cross‑functional conversion process from prior administrator to Carta
Partner with R&D and Delivery teams to develop strategies for non‑standard items
Build deep relationships with external decision makers to create Carta advocates

Skills

About Carta

carta.com

Headquarters

San Francisco, California, United States

Company Size

1001-5000 employees

Founded

2012

View Profile

Carta is an equity management platform that helps startups, private companies, investors, and employees manage ownership, cap tables, valuations, and equity plans. It offers cap table software, 409A valuations, stock option administration, and tools for fundraising and secondary transactions (including its CartaX marketplace), plus fund administration services for venture firms and LPs. Carta centralizes compliance, reporting, and liquidity workflows with secure, audited software and managed services to simplify equity operations. Widely adopted by startups and investors, it integrates with payroll, HR, and legal processes to keep ownership data accurate and actionable.