Tracy Rubin
About Tracy Rubin
Tracy Rubin serves as the Senior Director of Customer Success at Carta, where she has worked since 2024. With extensive experience in customer success and operations within the fintech industry, she has held various roles at Carta and other financial institutions.
Work at Carta
Tracy Rubin has been employed at Carta since 2019, holding multiple roles within the Customer Success department. She currently serves as the Senior Director, Customer Success, a position she has held since 2024. Prior to this, she was the Director of Customer Success Program Management from 2022 to 2024. Tracy also held the role of Senior Manager, Customer Success Programs in 2021 and Program Manager, Customer Success from 2019 to 2020. Her tenure at Carta reflects her commitment to enhancing customer success strategies and operations.
Education and Expertise
Tracy Rubin earned a Bachelor of Arts degree from the University of Virginia, where she studied Comparative Literature and Slavic Language and Literature. Her educational background complements her extensive professional experience in customer success and operations within the fintech industry. Tracy possesses a strong foundation in project management, which is integral to her roles in customer success.
Background in Fintech
Tracy Rubin has a robust background in the fintech sector, having worked in various capacities that enhance her understanding of the industry. Her previous roles include positions at CircleUp, Goldman Sachs, Morgan Stanley, and Merrill Lynch. This diverse experience has equipped her with a deep understanding of customer success and operations, enabling her to effectively lead teams and develop strategies that align with industry standards.
Professional Experience Prior to Carta
Before joining Carta, Tracy held several significant positions in the financial services sector. She worked at CircleUp as an Investor Associate and later as an Investment Services Manager/Product Manager. At Goldman Sachs, she served as a Wealth Management Professional, and at Morgan Stanley, she was a Digital Onboarding Product Manager. Additionally, she gained early experience as a Summer Analyst at Merrill Lynch and as a Personal Investment Advisory Analyst at Bank of America Merrill Lynch.
Leadership in Customer Success
Tracy Rubin has demonstrated leadership in customer success throughout her career. She has a proven track record of leading teams to enhance customer success strategies and operations. Her experience in project management, particularly in customer success programs, has allowed her to implement effective strategies that improve customer engagement and satisfaction in the fintech landscape.