Senior / Lead Customer Marketing Manager
Carta
$147,050 - $215,000 / year
Need a reasonable accommodation to apply or interview? Contact us.
JobMinglr uses automated technology to recommend jobs based on profile information and job preferences. Match Score does not determine eligibility for a position, prevent a user from viewing or applying to a job, or make hiring decisions on behalf of an employer.
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 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.
- 6+ 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:
- $147,050 - $215,000 salary in San Francisco, CA; New York, NY
- $139,698 - $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 security@carta.com.
Benefits
- stock options
About this role
Carta is looking for a Lead Customer Marketing Manager to drive expansion within its Cap Table business, a core product serving thousands of companies managing equity. In this role, you'll own the strategy and execution of upsell and cross-sell campaigns for add-on products like QSBS and Carta Total Compensation, using data insights and multi-channel tactics—including in-product experiences, email, events, and paid campaigns—to move customers through their adoption journey. You'll work closely with Product, Sales, Customer Success, and internal marketing teams to build automated, personalized programs that scale growth.
The position suits someone with 8+ years in B2B SaaS customer or growth marketing who thrives designing integrated GTM motions and can translate product strategy into coordinated campaigns. You should be comfortable with ambiguity, data-driven in your approach, and skilled at building workflows and automation to increase execution speed. Experience in financial services or private capital is valued but not required; what matters is your ability to partner cross-functionally, prioritize the customer experience, and continuously optimize based on campaign performance.
This is a full-time, in-office role in San Francisco with a salary range of $182,750–$215,000, plus equity and benefits.
How this employer is doing
average
- Recent Acquisition
In the news
Magna-ificent! Rauner Library acquires Magna Carta manuscript, The Dartmouth
This role's local market on JobMinglr
Pay for this role
$147,050 to $215,000 per year
That is the employer's posted range, and where you land in it is usually decided in one conversation. Before that conversation, run the numbers: analyze an offer for this role.
Before you apply, worth reading
How JobMinglr reads this job
Every listing here is scored against your profile before you apply: skills overlap, experience level, location and work arrangement, each weighted and explained. You see the score and the reasons, not just a list. How the matching works.