The Company You'll Join Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. For more information about our offices and culture, check out our Carta careers page. The Problems You'll Solve Provide leadership for CSM's based in our Rio de Janeiro office by overseeing daily activities and tasks including renewal management, customer education, and other activities aimed at impacting the team's NDR goals Coach the team on CSM best practices and support them in their development as CSM's Establish best practices for how to effectively manage a Customer Success team that leverages a scaled model, develop and implement new retention initiatives, strategies, and programs to help increase your team's productivity Partner with Customer Engagement Strategy and Operations to iterate on new and existing customer life cycle based content, campaigns, and playbooks Act as an internal advisor, leader, and advocate for team members Enable teams to educate customers in all segments on Carta's broader mission of creating owners and liquidity Work with Customer Success leadership to drive feedback on the growing requirements of all customers Use Net Dollar Retention as the north star, aligning customers with their respective place in the journey to maximize relationships The Impact You'll Have In this role, you will be directly impacting our Net Dollar Retention, by mitigating churn, affecting expansion, and setting up our early stage founders for success. The Customer Success team is responsible for driving successful outcomes for the installed base in its entirety and the Founder Success Team is responsible for a significant portion of our client base. About You We're looking for customer-centric, organized professionals, who know how to work in a dynamic environment with multiple priorities based in either our New York City or Rio de Janeiro offices. 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: Currently based in Rio de Janeiro, BR and able to come into the office 3 days a week Minimum of 5 years of successful customer management experience including renewal negotiations and minimum 2-3 years of people management Proven track record in customer success resulting in increased engagement and customer satisfaction that impacted retention and expansion Strong operational discipline with an analytical, process-oriented mindset and a data-based approach to decision making Resourceful and creative problem solving skills in order to provide optimal business or technical solutions Customer-first mindset, with a focus on seeking solutions to ensure greater lifetime value for our clients Excellent oral and written communication skills along with an ability to work cross-functionally with a broad range of internal and external clients Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption Strong interpersonal skills, with an emphasis on building strong internal and external relationships Proven ability to drive results, across multiple functions, and exceed allotted targets Diplomacy, tact and poise under pressure, and a high tolerance for ambiguity Growth mindset, proactive, and action-oriented Experience with CS software tools such as Salesforce, Catalyst, Chorus, Outreach, etc. 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 talent partner via email. Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
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