Senior Program Manager, Account Management Strategy & Operations

Carta Carta · Fintech · New York, NY · Business Systems

Senior Program Manager, Account Management Strategy & Operations at Carta, a fintech company. This role focuses on driving initiatives to improve customer experience, retention, and revenue growth for the Venture Capital Account Management team. It involves developing and implementing scalable programs, owning key account management motions, and partnering with cross-functional teams to enhance operational efficiency and customer satisfaction.

What you'd actually do

  1. 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
  2. Own the governance of the key account management motions – business reviews, renewals, account growth, customer engagement, customer sentiment, etc.
  3. Support cross-functional programs that improve customer retention, limit churn and contraction and unlock upsell and cross-sell opportunities
  4. Work closely with leadership on executing strategic initiatives and driving outcomes
  5. Design, track, analyze and report on KPIs to develop operational insights and drive improved team performance

Skills

Required

  • program management
  • business operations
  • sales strategy
  • SaaS
  • fintech
  • data driven
  • quantitative data analysis
  • communication
  • collaboration
  • customer focus
  • outcomes focus

What the JD emphasized

  • 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