Carta

Senior / Lead Customer Marketing Manager

San Francisco, CA, New York, NY; Seattle, WA. Posted 2 months ago

The role

You will define customer marketing strategy to accelerate expansion for the Cap Table business. You will execute upsell and cross-sell programs using integrated marketing approaches and AI automation.

What you will do

  • Define strategy for customer marketing across channels to accelerate expansion for Cap Table business
  • Prioritize customer experience within campaign strategy
  • Use campaign data and insights to improve segmentation and audience targeting
  • Act as a member of the planning and prioritization team for quarterly and annual planning
  • Own execution of upsell and cross-sell programs for various products
  • Lead integrated marketing including content, events, paid, and customer comms
  • Collaborate with Sales, Product, Product Marketing, CSM, Lifecycle, and Marketing Ops
  • Build and scale in-product discovery campaigns
  • Leverage AI for account intelligence and account-based marketing
  • Generate demand from customer-focused product launches

Required qualifications

  • 6+ years of customer or growth marketing experience
  • Experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, Lifecycle, and Marketing Ops
  • Comfortable designing multi-channel GTM motions including in-product, email nurtures, events, paid social, and 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
  • BA required

Nice to have

  • preferably in B2B SaaS
  • outbound marketing recommended
  • Financial services or Private capital background a plus

Benefits

  • market competitive salary
  • equity for all full time roles
  • exceptional benefits
  • commissions plans for applicable roles

About the company

Carta is the connected platform and AI-native ecosystem for private capital. It provides software, services, and legal infrastructure for founders, fund managers, and legal teams.

Senior / Lead Customer Marketing Manager at Carta | JobZoey