Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
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 Customer Marketing Manager, Investors, you’ll work to:
- Define strategy for customer marketing across channels for our Investors business
- Drive upsell for our SPV, Fund Tax, Portfolio Insights, Valuations, and future add-on products to our Investors customers
- Partner with Product Marketing on establishing and iterating the customer journey and driving feature adoption
- Collaborate across Sales, Product, Customer Success, Business Development, Marketing Ops and internal marketing partners to develop impactful and timely upsell/adoption campaigns that map to the customer journey and relevant personas
- Leverage major customer events and launches to superpower outbound efforts
- Take a lead role in generating demand from customer-focused product launches
- Prioritize the customer experience within the campaign strategy in demonstrable ways
- Lead with an integrated marketing approach to expansion and retention inclusive of content, events (live/webinar), paid etc.
- Manage to business metrics for expansion, churn and contraction by constantly evaluating and acting on performance metrics from campaigns
- Partner with Customer Success and sales partners on retention motions
- Work closely with the growth and product team on in-app journeys
- Act as a key member of the planning and prioritization team for quarterly and annual planning
The Team You'll Work With
You’ll be joining our Marketing team. Marketing is the engine for growth at Carta. We bring our values to life through our brand, and drive demand for products and services across a complex market landscape. We infuse the customer in everything we design, define and deliver, and reflect the inspiration and ambition of our customers in the work we do.
About You
- 3+ years of customer, retention, or expansion marketing experience, or 5+ years of outbound marketing recommended
- B2b SaaS experience recommended, financial services or fintech background a plus
- Versed in working cross-functionally including Product, Sales, Customer Success and Marketing Ops as well as within the Marketing team (content, events, paid, etc.)
- Comfortable in a fast-paced environment
- Highly customer-centric
- Biased for action and data-driven
- BA required
Salary
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:
- $119,000 - $140,000 in San Francisco, CA; Santa Clara, CA; New York, NY
- $113,000 - $133,000 in Seattle, WA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from an @carta.com domain.
What We Do
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.
Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.
Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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