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Carta, Inc.

Customer Marketing Manager, Fund Administration

Carta, Inc., San Francisco, California, United States, 94199


The Problems You'll Solve

Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.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, Fund Admin, you’ll work to:

Define strategy for customer marketing across channels for our Fund Admin business

Drive upsell for our SPV, Fund Tax, Portfolio Insights, Valuations, and future add-on products to our Fund Admin 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, sending etc.

Manage to business metrics for expansion, churn and contraction by constantly evaluating and acting on performance metrics from campaigns

Partner with CS 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 WithYou’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

5+ years of customer marketing experience, preferably in SaaS or 7+ years in outbound marketing

Financial services 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

SalaryCarta’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: $114,750 - $135,000 in San Francisco, CA. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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