Carta · 8 hours ago
Senior Program Manager, Account Management Strategy & Operations
NYC Metro Area
Full-time
Hybrid
Mid, Senior Level
$129K/yr - $152K/yr
5+ years expCarta is a company that connects founders, investors, and limited partners through innovative software tailored for the venture capital and private equity sectors. As a Senior Program Manager in Account Management Strategy & Operations, you will enhance the customer experience by driving initiatives across various teams, ultimately impacting customer satisfaction and retention while supporting revenue growth.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Develop and implement scalable programs to shape long-term processes and tooling that support Carta’s VC account management team at different stages of customer lifecycle
Own the governance of the key account management motions – business reviews, renewals, account growth, customer engagement, customer sentiment, etc
Support cross-functional programs that improve customer retention, limit churn and contraction and unlock upsell and cross-sell opportunities
Work closely with leadership on executing strategic initiatives and driving outcomes
Design, track, analyze and report on KPIs to develop operational insights and drive improved team performance
Identify blockers to operational efficiency and lead programs to improve workflows, systems, and team experience on an ongoing basis
Partner with cross-functional teams to evolve account management motions based on customer need and organizational priorities
Qualification
Required
5+ years of experience recommended in program management, business operations, sales strategy, or a similar function — ideally in a SaaS, fintech, or high-growth environment
Able to navigate ambiguity and break complex problems into simple pieces, moving quickly through testing and iteration toward long-term solutions
Data driven and able to quickly turn quantitative data into actionable insights
Clear and collaborative communicator with cross-functional partners ranging from Account Managers to Product Managers to senior leadership
Customer- and outcomes-obsessed: you care deeply about helping others succeed and want to improve the experience of our customers and our internal teams
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
1001-5000 employees
H1B Sponsorship
Carta has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
Crowdfund Insider
2026-01-20
2026-01-19
2026-01-19
Company data provided by crunchbase