Lead Customer Marketing Manager, Investors

Carta•San Francisco, NY

14d

About The Position

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page . 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, Investors, you’ll work to:

Requirements

5+ years of customer or growth marketing experience, preferably in SaaS, or 7+ years in outbound marketing recommended
Experience partnering cross-functionally across Product, Product Marketing, Sales, Account Management, 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 continued improvement
BA required

Nice To Haves

Financial services or Private Capital background a plus

Responsibilities

Strategy & Planning Define strategy for customer marketing across channels to accelerate expansion for our Fund Admin business
Prioritize the customer experience within campaign strategies 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 Fund Tax, Fund Forecasting,Valuations, Manco, and future priority add-on products
Lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, and customer comms to drive expansion and retention
Collaborate across Sales, Product, Product Marketing, Account Management, 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 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