Lifecycle Marketing Specialist

Carta•San Francisco, CA

32d

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. The Problems You'll Solve Work cross-functionally with Integrated Marketing, Product and Customer Marketing, internal subject matter experts and Marketing Operation to develop, deploy, measure and optimize communications to Carta’s prospects, partners, and customers Balance collaborative planning with day to day execution of email campaigns in Marketo and Iterable, consistently measuring and optimizing based on engagement metrics Partner with Marketing Operations, Data Science, and Data Engineering to refine segmentation and increase reach within our ESPs Standardize reporting to stakeholders, distilling data into actionable insights that improve program performance over time Maintain Carta Marketing’s email calendar to align messaging and avoid overcommunication to various segments Conduct A/B testing and evolve our experimentation framework Build and maintain smart lists and segments within Iterable and Marketo Work with program owners to architect nurture programs and drip campaigns Assist with list uploads and pulling reports in SFDC/Looker The Team You'll Work With This role reports to the Lifecycle Team Lead within the Integrated Marketing function, which is responsible for fueling Carta’s exponential growth and delivering exceptional customer experiences. We’re dedicated to becoming the best-in-class, centralized email function for all scaled communications at Carta, servicing our expansive network of customers and prospects. In this role, you will work cross functionally to develop and deliver email campaigns that bring prospects and customers the right message at the right time in their Carta journey. About You The ideal candidate has a proven track record of executing email campaigns, newsletters and nurtures to large audiences, governing complex audience segments and building marketing automation programs.

Requirements

5 years of experience in lifecycle, email marketing and/or marketing operations, preferably in B2B marketing
3+ years of experience in email marketing and marketing automation
Fluent in email best practices; thrives at the intersection of quantitative and creative thinking
Detail-obsessed, with laser sharp proofreading skills and an eye for great copy
Experimentation mindset with A/B testing experience
Strong project management skills and stakeholder collaboration
Knowledge of system integrations, particularly across Marketo, Iterable and Salesforce
Expertise in operational sides of automation - i.e. list uploads, pulling SFDC reports, troubleshooting workflows
Experience managing/prioritizing a high volume of competing requests in a fast-paced environment
Ability to define, build, and govern audience segments

Responsibilities

Work cross-functionally with Integrated Marketing, Product and Customer Marketing, internal subject matter experts and Marketing Operation to develop, deploy, measure and optimize communications to Carta’s prospects, partners, and customers
Balance collaborative planning with day to day execution of email campaigns in Marketo and Iterable, consistently measuring and optimizing based on engagement metrics
Partner with Marketing Operations, Data Science, and Data Engineering to refine segmentation and increase reach within our ESPs
Standardize reporting to stakeholders, distilling data into actionable insights that improve program performance over time
Maintain Carta Marketing’s email calendar to align messaging and avoid overcommunication to various segments
Conduct A/B testing and evolve our experimentation framework
Build and maintain smart lists and segments within Iterable and Marketo
Work with program owners to architect nurture programs and drip campaigns
Assist with list uploads and pulling reports in SFDC/Looker

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