Responsibilities

• 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
• 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

Requirements

• 8+ years of customer or growth marketing experience, preferably in B2B SaaS, or in outbound marketing recommended
• Experience partnering cross-functionally across Product, Product Marketing, Sales, CSM, Lifecycle, and Marketing Ops to drive measurable business results
• Comfortable designing multi-channel GTM motions, including in-product, email nurtures, events (virtual and in-person), paid social, and targeted outbound campaigns
• Ability to build and scale automated programs using trigger and workflows
• Customer obsessed, data driven, and fluent using insights to shape priorities and optimize campaigns
• Thrives in a fast-paced, ambiguous environment with a strong bias toward action and continue improvement
• Financial services or Private capital background a plus
• BA required