Lead Customer Marketing Manager

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

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 Lead Customer Marketing Manager, Companies, you’ll work to:

Strategy & Planning

• Define strategy for customer marketing across channels to accelerate expansion for our Cap Table business

• Prioritize the customer experience within the campaign strategy 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

Program Execution & Automation to Drive Growth

• Own the execution of upsell and cross-sell programs for QSBS, Carta Total Compensation (CTC), Equity Advisory and future priority add-on products

• Lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, customer comms to drive expansion and retention

• Collaborate across Sales, Product, Product Marketing, Customer Success Managers (CSM), 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 AI for account intelligence and 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

The Team You'll Work With

You’ll be joining our Marketing team, as part of our Product and Customer 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.

As a Lead Customer Marketing Manager, you’ll partner closely across Product Marketing, Lifecycle, and Integrated Marketing to build a connected customer demand engine. You’ll translate product strategy and customer insights into coordinated multi-channel expansion campaigns and shape in-product discovery experiences that drive engagement and upsell. Through tight alignment across R&D and GTM, you’ll introduce automation and