Carta Verified

Fintech, SaaS, Equity Management

Senior / Lead Customer Marketing Manager

San Francisco, CAOnsiteFull TimeLead$147,050–$215,000 /yrPosted 2 months agoVisa sponsorship available

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

upsell
cross-sell
QSBS
Equity Advisory
in-product discovery
customer journey
personas
AI
account intelligence
automation platforms

Nice to have

B2B SaaS
outbound marketing
email nurtures
virtual events
in-person events
paid social

Role summary

Carta is seeking a Lead Customer Marketing Manager to drive expansion for its Cap Table business. This role involves defining customer marketing strategy, executing upsell and cross-sell programs, and leveraging AI for account intelligence and ABM. The manager will collaborate across Sales, Product, Marketing, and Customer Success teams to develop integrated, multi-channel campaigns. Key responsibilities include optimizing marketing workflows through automation, scaling in-product discovery campaigns, and generating demand from product launches. The ideal candidate has 8+ years of customer or growth marketing experience, preferably in B2B SaaS, with a strong ability to design multi-channel GTM motions and build automated programs. A customer-obsessed, data-driven approach is essential.

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.

Ready to apply?

You'll be redirected to Carta's application page.