Lead Customer Marketing Manager
The Lead Customer Marketing Manager at Carta will spearhead the customer marketing strategy for the Cap Table business, focusing on upselling, cross-selling, retention, and product adoption. This role involves designing and executing multi-channel campaigns, including email, in-product experiences, events, paid social, and outbound marketing. The manager will collaborate closely with Product, Sales, Customer Success, Lifecycle, Marketing Operations, Engineering, and Product Marketing teams to drive growth and engagement.
Key responsibilities include defining customer marketing strategies across various channels to accelerate expansion, prioritizing customer experience within campaign strategies, and utilizing data and insights to improve segmentation and targeting. The manager will own the execution of upsell and cross-sell programs for products like QSBS, Carta Total Compensation (CTC), and Equity Advisory, leading integrated marketing approaches that encompass content, events, paid media, and customer communications. Additionally, the role involves collaborating with internal teams to develop impactful campaigns that align with the customer journey and personas, building in-product discovery campaigns, leveraging AI for account intelligence and account-based marketing (ABM), and identifying opportunities to optimize marketing workflows through automation.
Candidates should have over six years of experience in customer or growth marketing, preferably in B2B SaaS or outbound marketing. Experience in cross-functional collaboration with Product, Product Marketing, Sales, Customer Success Managers (CSM), Lifecycle, and Marketing Operations is essential. The ideal candidate should be comfortable designing multi-channel go-to-market motions, including in-product experiences, email nurtures, events (virtual and in-person), paid social, and targeted outbound campaigns. A strong ability to build and scale automated programs using triggers and workflows is required, along with a customer-centric, data-driven approach to shaping priorities and optimizing campaigns. The role demands adaptability in a fast-paced, ambiguous environment with a strong bias toward action and continuous improvement. A background in financial services or private capital is a plus, and a bachelor's degree is required.
Compensation includes a market-competitive salary, equity for all full-time roles, and exceptional benefits. Specific salary details are not provided in the available information.
Carta is a connected platform and AI-native ecosystem for private capital, aiming to replace fragmented tools with a single system of record. The company brings together software, services, and legal infrastructure for founders, fund managers, and legal teams. Trusted by over 55,000 companies and 1.8 million equity holders in more than 160 countries, and managing over $250 billion in assets, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta offers a dynamic and innovative environment for its employees.