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Salary: USD 182,750 - 215,000 / annual
Carta is seeking a Customer Marketing Manager to lead customer marketing strategy and execution for the Cap Table business. You'll define multi-channel customer marketing strategy to accelerate expansion, prioritize customer experience in campaign design, and use data insights to continuously improve segmentation and targeting across product adoption journeys.
Key responsibilities include owning execution of upsell and cross-sell programs for QSBS, Carta Total Compensation, Equity Advisory, and future add-on products. You'll lead integrated marketing campaigns spanning content, events (live and webinar), paid channels, and customer communications to drive expansion and retention. You'll collaborate cross-functionally with Sales, Product, Product Marketing, Customer Success, Lifecycle, and Marketing Ops teams to develop impactful upsell campaigns aligned to customer journeys and personas.
You'll partner with Product, Engineering, and Lifecycle teams to build and scale in-product discovery campaigns that influence upsell across the customer journey. Leveraging AI for account intelligence and account-based marketing, you'll identify expansion opportunities, deliver personalized campaigns, and drive deeper engagement within key accounts. You'll also identify opportunities to optimize marketing workflows and increase execution speed using AI and automation platforms for campaign planning, production, and performance management.
Required qualifications: 8+ years of customer or growth marketing experience, preferably in B2B SaaS or outbound marketing. You should have experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, Lifecycle, and Marketing Ops to drive measurable results. Comfortable designing multi-channel GTM motions including in-product, email nurtures, events, paid social, and targeted outbound campaigns. Ability to build and scale automated programs using triggers and workflows. Customer obsessed, data driven, and fluent using insights to shape priorities and optimize campaigns. Thrives in fast-paced, ambiguous environments with strong bias toward action and continuous improvement. Financial services or private capital background is a plus. BA required.
