Lead Customer Marketing Manager

Carta Healthcare; San Francisco (CA); On-site; USD 183,000 - 215,000; Full time

Benefits offered by this job

Equity

Excellent benefits

Commissions where applicable

Job summary

Carta is the connected platform and AI-native ecosystem for private capital. We are hiring a Lead Customer Marketing Manager, Companies, to craft multi-channel campaigns that expand our Cap Table business and deepen customer relationships in a fast-growing market.

You’ll partner with Product Marketing, Lifecycle, and Sales to translate product strategy into personalized, scalable demand engines, leveraging data and AI to identify opportunities and drive upsell across key accounts.

Qualifications

• 8+ years in customer or growth marketing, preferably in B2B SaaS.
• Experience partnering across Product, Sales, Lifecycle, and Marketing Ops.
• Skilled in multi-channel go-to-market motions including in-product, email, events, and paid media.
• Ability to design automated programs using triggers and workflows.
• Customer-centric, data-driven, and able to translate insights into priorities.
• Thrives in a fast-paced, ambiguous environment with action bias.
• Finance or private capital familiarity is a plus.

Responsibilities

• Define strategy for customer marketing across channels to accelerate expansion.
• Own upsell and cross-sell programs for QSBS, CTC, and Equity Advisory.
• Lead integrated campaigns with content, events, and paid media to drive growth.
• Collaborate with Sales, Product, CSM, Lifecycle, and Marketing Ops to map journeys.
• Develop in-product discovery campaigns to influence upsell.

Skills

Customer marketing

Growth marketing

B2B SaaS

Cross-functional collaboration

Multi-channel GTM

Automation workflows

Data-driven

Strategic thinking

Education

BA

Job description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

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, Companies, you’ll work to:

Strategy & Planning

• Define strategy for customer marketing across channels to accelerate expansion for our Cap Table business


• Prioritize the customer experience within the campaign strategy 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 QSBS, Carta Total Compensation (CTC), Equity Advisory and future priority add-on products


• Lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, customer comms to drive expansion and retention


• Collaborate across Sales, Product, Product Marketing, Customer Success Managers (CSM), 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 AI for account intelligence and 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 our Marketing team, 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.

About You

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 Cap Table customers.

• 8+ years of customer or growth marketing experience, preferably in B2B SaaS, or in outbound marketing recommended


• Experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, 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 continue improvement


• Financial services or Private capital background a plus


• BA required

Salary

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:

• $182,750 - $215,000 salary in San Francisco, CA; New York, NY


• $173,613 - $204,250 salary 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 [e-mail].