Carta
Lead Customer Marketing Manager, Investors
Carta, San Francisco, California, United States, 94199
Lead Customer Marketing Manager, Investors
Carta connects founders, investors, and limited partners through world‑class software. Trusted by 65,000+ companies, Carta’s platform supports 9,000+ funds and SPVs, representing nearly $185 B in assets under management.
The Problems You’ll Solve At Carta, we unlock equity ownership for more people. As Lead Customer Marketing Manager, Investors, you’ll help define and execute growth programs that accelerate expansion for our Fund Admin business.
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 an integrated marketing approach inclusive of content, events (live/webinar), paid, and customer communications to drive expansion and retention.
Collaborate across Sales, Product, Product Marketing, Account Management, Lifecycle, Marketing Ops and other internal 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 partner closely with Product Marketing, Lifecycle, and Integrated Marketing to build a connected customer demand engine, translating product strategy and customer insights into coordinated multi‑channel expansion campaigns.
About You
5+ years of customer or growth marketing experience, preferably in SaaS, or 7+ years in outbound marketing.
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 triggers 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.
Benefits Carta’s compensation package includes a market‑competitive salary, equity for all full‑time roles, exceptional benefits, and, for applicable roles, commission plans.
$176,800 – $208,000 in San Francisco, CA and New York, NY.
$167,960 – $197,600 in Seattle, WA.
Disclosures
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Carta uses E‑Verify in the United States for employment authorization. See the E‑Verify and Department of Justice websites for more details.
For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
Please note that all official communications from us will come from an @carta.com or @carta‑external.com domain. Report any contact from unapproved domains to security@carta.com.
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.
#J-18808-Ljbffr
The Problems You’ll Solve At Carta, we unlock equity ownership for more people. As Lead Customer Marketing Manager, Investors, you’ll help define and execute growth programs that accelerate expansion for our Fund Admin business.
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 an integrated marketing approach inclusive of content, events (live/webinar), paid, and customer communications to drive expansion and retention.
Collaborate across Sales, Product, Product Marketing, Account Management, Lifecycle, Marketing Ops and other internal 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 partner closely with Product Marketing, Lifecycle, and Integrated Marketing to build a connected customer demand engine, translating product strategy and customer insights into coordinated multi‑channel expansion campaigns.
About You
5+ years of customer or growth marketing experience, preferably in SaaS, or 7+ years in outbound marketing.
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 triggers 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.
Benefits Carta’s compensation package includes a market‑competitive salary, equity for all full‑time roles, exceptional benefits, and, for applicable roles, commission plans.
$176,800 – $208,000 in San Francisco, CA and New York, NY.
$167,960 – $197,600 in Seattle, WA.
Disclosures
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Carta uses E‑Verify in the United States for employment authorization. See the E‑Verify and Department of Justice websites for more details.
For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
Please note that all official communications from us will come from an @carta.com or @carta‑external.com domain. Report any contact from unapproved domains to security@carta.com.
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.
#J-18808-Ljbffr