Looking for a job

Yasmin Carpenter

@yasmincarpenter

Message

Strategic Customer Success & Operations | SaaS (Equity & Fintech) | Product-Focused

Brazil

Message

What I'm looking for

I’m looking for a customer success role in equity/SaaS where I can own client lifecycle health, drive retention and expansion, and translate real customer pain points into product improvements with cross-functional teams.

I’m a Customer Success professional with 7+ years of experience in equity SaaS, owning client relationships from onboarding onward and driving retention, expansion, and product improvements through customer insights. I’ve managed portfolios exceeding $1B in equity assets across startups and enterprise teams, partnering closely with founders, executives, and finance and legal stakeholders throughout the full company lifecycle.

I’m known for improving platform adoption, ensuring data accuracy at scale, and shaping product roadmap decisions by representing the customer voice at scale and surfacing high-impact insights. I’ve led cross-functional work to streamline workflows, resolve complex equity operations (including cap tables and stock plans across multiple jurisdictions), and even coordinate delivery as an Area Lead / Scrum Master managing 15+ contributors.

Experience

Work history, roles, and key accomplishments

Customer Success Manager

Cake Equity

Oct 2025 - Mar 2026 (5 months)

Served as the primary point of contact for a portfolio of startup and enterprise clients, resolving issues and guiding platform adoption across the full client lifecycle. Built and scaled help center infrastructure, improved onboarding and training, and influenced the product roadmap by surfacing recurring client patterns.

Customer Success Management Client Onboarding Product Adoption Customer Lifecycle Management Retention Strategy Product Roadmap

Area Lead / Scrum Master

The Decolonial Centre

Apr 2022 - Feb 2026 (3 years 10 months)

Defined priorities and coordinated execution across multiple workstreams, leading delivery against strategic objectives. Managed timelines and deliverables while aligning cross-functional stakeholders, overseeing 15+ contributors to maintain consistent execution.

Coordinating Work Streams Prioritization Delivery Management Team Leadership

Senior Customer Success

EquityAdmin Co.

Sep 2021 - Sep 2025 (4 years)

Owned a $1B+ equity assets portfolio across startup and enterprise clients, advising on equity operations and platform usage. Managed complex cap tables and stock plans across multiple jurisdictions, ensuring data accuracy, compliance, and operational reliability as clients scaled.

& Customer Success Stock Plan Administration Data Compliance Portfolio Management Funding Exit Scenario Support Stakeholder Management

Enterprise Client Services Manager

Carta, Inc.

Mar 2019 - Sep 2021 (2 years 6 months)

Managed relationships with pre-IPO and enterprise clients, serving as the main point of contact for founders, finance, and legal teams. Improved platform adoption by simplifying complex equity processes and resolving operational challenges, while surfacing client pain points that informed product improvements.

Enterprise Customer Management Equity Structures Support Stakeholder Management Platform Adoption Cross Functional Collaboration Equity Operations Product Feedback

Political & Prosperity Intern

British General Consulate

Apr 2014 - Nov 2015 (1 year 7 months)

Supported initiatives for the 2014 World Cup and facilitated international cooperation between Rio and London for the 2016 Rio Olympics. Assisted with political projects including managing high-level/VVIP visits, intergovernmental meetings, and preparing newsletters and reports.

International Relations event support VVIP Visit Management