Lead Customer Marketing Manager
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will define customer marketing strategy for Cap Table expansion, use campaign insights to improve segmentation and targeting, lead upsell and cross-sell programs, coordinate integrated campaigns, develop in-product discovery experiences, and apply AI and automation to improve execution and engagement.
Requirements
- 8+ years of customer or growth marketing experience
- B2B SaaS or outbound marketing experience is preferred
- Experience partnering cross-functionally across Product Product Marketing Sales Customer Success Lifecycle and Marketing Operations
- Experience designing multi-channel go-to-market programs
- Experience with in-product marketing email nurtures events paid social and targeted outbound campaigns
- Ability to build and scale automated programs using triggers and workflows
- Ability to use data and insights to optimize campaigns
- Financial services or private capital experience is a plus
- A bachelor's degree is required
Responsibilities
- Define customer marketing strategy across channels
- Use campaign data to improve segmentation audience targeting and execution
- Own upsell and cross-sell programs for priority products
- Lead integrated campaigns across content events paid media and customer communications
- Collaborate across Sales Product Marketing Customer Success Lifecycle and Marketing Operations
- Build in-product discovery campaigns with Product Engineering and Lifecycle teams
- Use AI and account-based marketing to identify expansion opportunities
- Optimize marketing workflows with AI and automation
- Generate demand from customer-focused product launches
Benefits
- Equity for full-time roles
