Lead Customer Marketing Manager

Carta
San Francisco, New York, Seattle
Workplace: OnsiteFull timeUSD 173,613 - 215,000 annuallyFunction: Marketing & GrowthExperience: 8+ yearsEducation: bachelorsSkills: ["Customer obsession","Data-driven decision making","Cross-functional collaboration","Strategic planning","Bias toward action"]

Own customer marketing strategy and multi-channel campaign execution for Carta’s Cap Table business, driving upsell and cross-sell across key product offers. Use campaign data to improve segmentation, targeting, and customer experiences across the buying and adoption journey. Partner cross-functionally with Sales, Product, Product Marketing, Customer Success, Lifecycle, Engineering, and Marketing Ops to deliver personalized, AI-powered account-based and in-product discovery programs that generate demand for customer-focused launches.

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Carta
Carta
4 days ago

Lead Customer Marketing Manager

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Last checked: 4 hours agoStatus: Live

Job Summary

Own customer marketing strategy and multi-channel campaign execution for Carta’s Cap Table business, driving upsell and cross-sell across key product offers. Use campaign data to improve segmentation, targeting, and customer experiences across the buying and adoption journey. Partner cross-functionally with Sales, Product, Product Marketing, Customer Success, Lifecycle, Engineering, and Marketing Ops to deliver personalized, AI-powered account-based and in-product discovery programs that generate demand for customer-focused launches.
Location: San Francisco, New York, Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Marketing & Growth
Seniority: Mid level

Key Responsibilities

  • •Define customer marketing strategy across channels to accelerate expansion for Carta’s Cap Table business.
  • •Own execution of upsell and cross-sell programs across QSBS, Carta Total Compensation (CTC), Equity Advisory, and future priority add-on products.
  • •Lead integrated marketing efforts (content, events, paid, and customer communications) to drive expansion and retention.
  • •Collaborate with Product, Product Marketing, Engineering, and Lifecycle teams to build and scale in-product discovery campaigns that influence upsell.
  • •Use AI and automation (including account intelligence and ABM) to identify expansion opportunities, personalize campaigns, and optimize marketing workflows; help generate demand from customer-focused product launches.

Pay and Benefits

Salary: USD 173,613 - 215,000 annually
Equity and Bonus:Equity

Key Requirements

  • •8+ years of customer or growth marketing experience, preferably in B2B SaaS or outbound marketing.
  • •Experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, Lifecycle, and Marketing Ops to drive measurable results.
  • •Comfort 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 triggers and workflows.
  • •BA required.
Experience:8+ yearsB2B SaaSOutbound marketingFinancial servicesPrivate capital
Education:Bachelor's
Skills:Customer obsessionData-driven decision makingCross-functional collaborationStrategic planningBias toward action
Languages:English
Tech Stack:AIAccount-based marketing (ABM)Automation

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn