Customer Success Manager
Added 1 Sept · still live
Not disclosed
Salary
Not disclosed by employer
£41,700
Going rate
Skilled Worker going rate
This role likely qualifies for a Skilled Worker visa
SOC 3549 (75% match) is an eligible occupation, with a going rate of £41,700, and Carta is a licensed sponsor. That is our reading of the rules. Whether they issue a Certificate of Sponsorship is still their call.
Worth checking: this could also be SOC 4143 (Customer service managers, Manages client relationships and satisfaction, close to customer service management), which is not on the eligible-occupation list. Ask Carta what the duties actually are.
About the role
The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Customer Success Manager, you’ll work to own the success and health of a portfolio of clients - primarily private fund managers and the companies they back. You'll be a trusted advisor and the primary relationship point for your clients throughout their entire journey with us.
Specifically, You'll
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Customer Success Manager, you’ll work to own the success and health of a portfolio of clients - primarily private fund managers and the companies they back. You'll be a trusted advisor and the primary relationship point for your clients throughout their entire journey with us.
Specifically, You'll
- Oversee the full client lifecycle - from onboarding new clients in partnership with our legal delivery team, to managing and deepening relationships with large, established accounts.
- Drive client satisfaction and engagement, proactively checking in on health, identifying risks early, and developing strategies to address them before they escalate.
- Build new relationships and maintain existing ones, establishing yourself as a trusted advisor who understands each client's business, structure, and long-term goals.
- Identify and progress cross-sell and upsell opportunities in close partnership with sales, translating client needs into commercial conversations that benefit both the client and Carta Law.
You’ll be joining our Carta Law, Customer Success team. Our team manages the full client lifecycle - from welcoming new clients through onboarding, to building deep, lasting relationships with established fund managers and their legal teams.
We sit at the intersection of legal delivery, commercial strategy, and operations. Day-to-day we partner closely with our legal delivery team, sales, marketing, and operations to ensure clients get maximum value from Carta Law and that we're well-positioned to grow with them over time. We're building the gold standard for client success in the AI-powered legal services space, and you'll have a meaningful hand in shaping what that looks like.
Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta
About You
We're looking for a client-focused, commercially aware professional who thrives in a fast-paced, high-ambiguity environment. You bring genuine curiosity to every client conversation, and you have the emotional intelligence to build trust quickly across a range of stakeholders. You're a clear, confident communicator who can translate complexity into clarity — whether you're speaking with a first-time fund manager or a seasoned GC.
Specifically, We're Looking For
- 5+ years of experience in Customer Success or Account Management, ideally within SaaS or professional/legal services. You know how to manage a varied book of business, balance competing priorities, and build trust with sophisticated stakeholders.
- Full lifecycle client ownership. You're comfortable managing clients from day one through to mature, complex relationships - and you know how to adapt your approach at each stage.
- Cross-functional collaboration. You work naturally across delivery, sales, marketing, and operations teams. You know how to marshal internal resources to get things done for clients and push the right levers to drive commercial outcomes.
- Strong commercial instincts. You spot cross-sell and upsell opportunities organically through client conversations and know how to partner with sales to take them forward.
- Outstanding verbal and written communication skills. You can break down complex legal, financial, or operational concepts for any audience. You write clearly, speak with confidence, and know how to tailor your message.
- High emotional intelligence. You read rooms well, build rapport quickly, and know how to navigate difficult conversations with empathy and professionalism.
- High tolerance for ambiguity and adaptability. You thrive in a high-paced, evolving environment where priorities can shift quickly. You view ambiguity as an opportunity rather than a blocker, and you bring structure and calm where others might struggle.
- Genuine curiosity. You ask good questions. You want to understand how your clients' businesses actually work, and you use that understanding to add real value.
- Experience with CS tools and/or AI in practice. You're comfortable using CS platforms and you're either already using AI tools to work smarter, or you're eager to.
- Prior experience in the legal industry is a significant advantage. Whether you've worked at a law firm, a legal tech company, or within an in-house legal function, that context will help you hit the ground running.
- 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.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.
This description is the source posting as it read when we added it. We are not affiliated with Carta, so check their own site for the current details.
Where this offer sits in the market
SOC 3549 · UK · ONS ASHE 2025 · ~82k in sampleP25 £28kP75 £46k
£25kmedian £35kgoing rate £42k£46k
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About sponsorship for this role
Does this job guarantee visa sponsorship?
Not necessarily. Carta holds a sponsor licence, but sponsorship for a specific hire is always the employer's decision. Be upfront in your application that you'll require it.
What salary is needed for this role to be eligible?
The offer must clear both the general threshold and the SOC 3549 going rate of £41,700. New-entrant and shortage discounts can lower it.