Lead Customer Marketing Manager

Carta • Seattle, WA

2d • $173,613 - $215,000

About The Position

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 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, and use campaign data and insights to continuously improve segmentation, audience targeting, and execution across different product buying and adoption journeys. You will act as a key member of the planning and prioritization team for quarterly and annual planning. You will own the execution of upsell and cross-sell programs for QSBS, Carta Total Compensation (CTC), Equity Advisory and future priority add-on products. You will lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, customer comms to drive expansion and retention. You will 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. You will partner with Product, Product Marketing, Engineering, and Lifecycle teams to build and scale in-product discovery campaigns that influence upsell across the customer journey. You will 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. You will identify opportunities to optimize marketing workflows and increase execution speed by using AI and automation platforms to streamline campaign planning, production, and performance management. You will take a lead role in generating demand from customer-focused product launches.

Requirements

• 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
• BA required

Nice To Haves

• Financial services or Private capital background a plus

Responsibilities

• 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
• 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

Benefits

• Market competitive salary
• Equity for all full time roles
• Exceptional benefits
• Commissions plans (for applicable roles)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior