Role Overview
The Customer Success Manager will own a portfolio of 40+ accounts post-onboarding, building strong relationships and ensuring clients are consistently getting value from Carta Law. The role requires a client-focused, commercially aware professional who knows how to manage a broad book of business without losing the personal touch.
What You Will Do
The Customer Success Manager will own a portfolio of accounts, triage and prioritise their portfolio by risk, strategic value, and expansion opportunity, conduct quarterly check-ins and bi-annual Executive Business Reviews, leverage CS tooling and AI to manage portfolio health at scale, and partner with Account Executives on renewals and expansion opportunities.
Why It Might Be a Fit
The ideal candidate will have 3+ years of experience in Customer Success or Account Management within SaaS or professional services, be organised, data-driven, and energised by the challenge of driving real outcomes at scale.
Requirements
- 3+ years of experience in Customer Success or Account Management within SaaS or professional services
- Portfolio management experience
- Strong client communication skills
- Commercial instincts
- Data-driven approach
- Comfort with tooling and AI
- Cross-functional collaboration
Benefits
- Competitive salary
- Equity in Carta
- Private health insurance
- Flexible working arrangements
To apply for this job please visit job-boards.greenhouse.io.
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