Carta · 1 week ago
Senior / Lead Customer Marketing Manager, Investors
San Francisco, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$147K/yr - $208K/yr
5+ years expCarta is a company that connects founders, investors, and limited partners through innovative software. As a Senior / Lead Customer Marketing Manager, Investors, you will define customer marketing strategies, optimize customer experiences, and execute programs to drive growth and retention in the Fund Administration business.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
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
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
Qualification
Required
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
Preferred
Financial services or Private Capital background a plus
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
Crowdfund Insider
2026-01-20
2026-01-19
2026-01-19
Company data provided by crunchbase