Tracy Rubin in

Tracy Rubin

Login to view DISC.
Senior Director, Customer Success at Carta
📍 Greater Boston, United States

Tracy Rubin is a senior leader in Customer Success and Operations with deep expertise in the FinTech space. She drives CS strategy at Carta, drawing on her experience from Morgan Stanley and her education at the University of Virginia.

Outside of her corporate career, Tracy has a passion for global exploration, having dedicated a significant period of time to travel as a backpacker. This experience points to an adventurous spirit and an appreciation for diverse cultures.

She once took a career break specifically to travel the world.

Read the full overview →
Experience
11 Years
Current Role
Senior Director, Customer Success
Location
Greater Boston, United States
Personality Overview

How Tracy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Tracy cares about

Scaling Customer Success
Her role focuses on CS strategy and operations. She has spoken publicly about the importance of building proactive, data-driven customer success models to support growth.
FinTech Liquidity
She was excited about the launch of CartaX, a platform designed to provide liquidity, showing her interest in innovative financial technology solutions.
+4 more topics Login to view topics
Career

Work history

4-2024 - 6-2025
Senior Director, Customer Success
Carta
1-2023 - 3-2024
Senior Director, Customer Success Strategy & Operations
Carta
1-2022 - 12-2022
Director, Customer Success Program Management
Carta
3-2018 - 3-2019
Backpacker
Time off to travel
4-2017 - 3-2018
Digital Onboarding Product Manager
Morgan Stanley
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BA
University of Virginia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Carta Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Tracy. Free, 10 seconds.