The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Lead Customer Marketing Manager, Investors, you’ll work to:

Strategy & Planning

• Define strategy for customer marketing across channels to accelerate expansion for our Fund Admin business
• Prioritize the customer experience within campaign strategies in demonstrable ways
• Use campaign data and insights to continuously improve segmentation, audience targeting, and execution across different product buying and adoption journeys
• Act as a key member of the planning and prioritization team for quarterly and annual planning

Program Execution & Automation to Drive Growth

• Own the execution of upsell and cross-sell programs for Fund Tax, Fund Forecasting,Valuations, Manco, and future priority add-on products
• Lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, and customer comms to drive expansion and retention
• Collaborate across Sales, Product, Product Marketing, Account Management, Lifecycle, Marketing Ops and other internal marketing partners to develop impactful and timely upsell campaigns that map to the customer journey and relevant personas
• Partner with Product, Product Marketing, Engineering, and Lifecycle teams to build and scale in-product discovery campaigns that influence upsell across the customer journey
• Leverage account-based marketing (ABM) to identify expansion opportunities, deliver personalized campaigns, and drive deeper engagement within key customer accounts
• Identify opportunities to optimize marketing workflows and increase execution speed by using AI and automation platforms to streamline campaign planning, production, and performance management
• Take a lead role in generating demand from customer-focused product launches

The Team You’ll Work With

You’ll be joining Marketing, as part of our Product and Customer Marketing team. Marketing is the engine for growth at Carta. We bring our values to life through our brand, and drive demand for products and services across a complex market landscape. We infuse the customer in everything we design, define and deliver, and reflect the inspiration and ambition of our customers in the work we do.

As a Lead Customer Marketing Manager, you’ll partner closely across Product Marketing, Lifecycle, and Integrated Marketing to build a connected customer demand engine. You’ll translate product strategy and customer insights into coordinated multi-channel expansion campaigns and shape in-product discovery experiences that drive engagement and upsell. Through tight alignment across R&D and GTM, you’ll introduce automation and personalization into the customer journey with the goal of scaling programs that unlock growth for Fund Admin customers.

About You

• 5+ years of customer or growth marketing experience, preferably in SaaS, or 7+ years in outbound marketing recommended
• Experience partnering cross-functionally across Product, Product Marketing, Sales, Account Management, Lifecycle, and Marketing Ops to drive measurable business results
• Comfortable designing multi-channel GTM motions, including in-product, email nurtures, events (virtual and in-person), paid social, and targeted outbound campaigns
• Ability to build and scale automated programs using trigger and workflows
• Customer obsessed, data driven, and fluent using insights to shape priorities and optimize campaigns
• Thrives in a fast-paced, ambiguous environment with a strong bias toward action and continued improvement
• Financial services or Private Capital background a plus
• BA required

At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets.

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:

• $176,800 - $208,000 in San Francisco, CA and New York, NY
• $167,960 - $197,600 in Seattle, WA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.