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Customer Marketing Manager, Fund Administration



Marketing & Communications, Customer Service
San Francisco, CA, USA
Posted on Wednesday, May 1, 2024

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

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, 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 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

  • 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


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: $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.

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.