Victor Klein
About Victor Klein
Victor Klein serves as the Director of Customer Success at Carta, where he has worked since 2022. With 13 years of experience in customer-facing roles, he leads the Public Markets team and oversees support for Equity Plan Management and Transfer Agent Services.
Work at Carta
Victor Klein serves as the Director of Customer Success at Carta, a role he has held since 2022. In this position, he oversees comprehensive support for Equity Plan Management and Transfer Agent Services. He leads the Public Markets team, assisting companies in their transition from private to public status. His work involves managing a platform that handles hundreds of thousands of securities each month, ensuring that clients receive effective and timely support.
Previous Experience at Carta
Prior to his current role, Victor Klein worked at Carta as a Customer Success Manager from 2017 to 2022. During this five-year tenure, he developed expertise in customer-facing roles and contributed to the success of various equity award and plan types, including Employee Stock Purchase Plans (ESPP), Restricted Stock Awards (RSA), Restricted Stock Units (RSUs), and 10b5-1 trading plans.
Experience in Customer-Facing Roles
Victor Klein has accumulated 13 years of experience in customer-facing roles. This extensive background has equipped him with the skills necessary to effectively manage client relationships and deliver support tailored to their needs. His experience has been instrumental in his current leadership position at Carta.
Leadership in Public Markets
As the leader of the Public Markets team at Carta, Victor Klein plays a crucial role in guiding companies through the complexities of transitioning from private to public markets. His expertise in this area helps clients navigate the challenges associated with public offerings and equity management.