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.