Overview In this role you will shape customer marketing strategy to accelerate expansion for Carta's Cap Table business. You will work closely with cross-functional partners to craft multi-channel campaigns that drive upsell and retention. You'll leverage data and AI-powered insights to optimize segmentation, targeting, and in-product experiences that boost engagement. The opportunity combines strategic planning with hands-on execution to scale growth across key customer segments.
Compensation / Benefits- market competitive salary
- equity for all full-time roles
- exceptional benefits
- commission plans for applicable roles
Responsibilities- Define multi-channel customer marketing strategy to accelerate expansion for Cap Table products
- Own upsell/cross-sell programs (QSBS, CTC, Equity Advisory) and drive adoption
- Lead integrated campaigns across content, events, paid media, and customer communications
- Collaborate with Sales, Product, Product Marketing, CSM, Lifecycle, and Marketing Ops to map campaigns to customer journeys
- Partner with Product, Engineering, and Lifecycle to scale in-product discovery campaigns influencing upsell
- Use AI for account intelligence and ABM to identify expansion opportunities and personalize campaigns
- Identify opportunities to optimize marketing workflows with AI and automation for faster execution
- Lead demand generation from customer-focused product launches
Key requirements- 8+ years of customer or growth marketing experience, preferably in B2B SaaS or outbound marketing
- Experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, Lifecycle, and Marketing Ops
- Comfort designing multi-channel GTM motions (in-product, email nurtures, events, paid social, targeted outbound)
- Ability to build and scale automated programs using triggers and workflows
- Customer-obsessed, data-driven, and able to turn insights into prioritized actions
- Thrives in fast-paced, ambiguous environments with action-oriented mindset
- Financial services or Private capital background a plus
- BA required
- customer-obsessed
- data-driven
- fast-paced/adaptable
- multi-channel GTM design
- in-product discovery campaigns
- automation platforms and triggers/workflows
