Kendra B.
About Kendra B.
Kendra B. is a Senior Customer Success Manager at Carta, where she manages a portfolio of over 1200 strategic accounts, contributing approximately $5.7 million in Annual Recurring Revenue. With a background in financial services and customer support, she has held various roles at companies such as Wells Fargo and Bank of America.
Work at Carta
Kendra B. currently serves as a Senior Customer Success Manager, Mid-Market at Carta, a position she has held since 2024. In this role, she manages a portfolio of over 1200 strategic accounts, contributing approximately $5.7 million in Annual Recurring Revenue (ARR). Kendra focuses on initiatives that drive product adoption and increase ARR for Carta customers. Her responsibilities include negotiating contract renewals valued at over $50,000, ensuring mutually beneficial outcomes for both the company and clients. Additionally, she collaborates with executive leadership to analyze ARR trends and develop strategies to mitigate churn and contraction.
Previous Experience
Before her current role at Carta, Kendra held various positions in the financial services sector. She worked at Wells Fargo from 2020 to 2021 as a Wholesale Executive Office Case Specialist and Learning & Development Subject Matter Expert in Chandler, AZ. Prior to that, she was a Customer Service Representative at Bank of America from 2017 to 2019 and served as a Financial Representative at Northwestern Mutual from 2016 to 2017 in Albuquerque, New Mexico. Kendra also worked as a Territory Consultant at Nationwide Financial from 2019 to 2020 and as a Sr. Client Associate at Merrill Lynch from 2018 to 2019.
Education and Expertise
Kendra B. earned her Bachelor of Business Administration (BBA) with a focus on Finance and Operations from The University of New Mexico. Her educational background provides a solid foundation for her roles in customer success and financial services. Kendra is fluent in cap table management processes, which she actively demonstrates to clients. Her expertise includes driving product adoption and enhancing revenue strategies, making her a valuable asset in her current role.
Career Progression
Kendra's career has shown a steady progression through various roles in customer service and financial management. She began her career as an Assistant Manager at Rocky Mountain Chocolate Factory, Inc. from 2011 to 2016. Following this, she transitioned into financial services, where she gained experience in customer relations and account management. At Carta, she advanced from Market Operations Associate to Senior Account Manager for SMB before taking on her current role as Senior Customer Success Manager, Mid-Market.