Teams at Carta

Develop and execute Carta’s strategic partnerships strategy, identify and evaluate partnership opportunities, structure and negotiate commercial agreements, and manage ongoing partner relationships. Collaborate with product, sales, marketing, engineering, legal, and business teams to integrate partners, meet shared commitments, drive renewals, and report partnership performance and revenue metrics.

Review and file US federal partnership tax returns and IRS e-filings for venture capital clients using Carta’s tax engine. The role requires expertise in state tax filings for investment vehicles, collaboration with accounting, fund administration, compliance, legal, and financial teams, client interaction, process automation, and managing complex tax structures and multiple deadlines.

Manage a portfolio of 40+ post-onboarding accounts, driving retention, expansion, and net dollar retention. Responsibilities include prioritizing account health and risk, conducting client check-ins and executive reviews, using customer success tooling and AI, partnering with sales on renewals and expansion, surfacing client feedback, and improving scaled customer success playbooks.