Teams at Carta

Leads product marketing for Carta’s private equity and venture capital segments. Owns buyer personas, full-funnel messaging, enterprise content systems, AI-powered marketing infrastructure, integrated outbound campaigns, and campaign measurement. Partners with demand generation, integrated marketing, sales enablement, and creative teams to improve positioning, content quality, engagement, and pipeline impact.

Supports treasury and payment operations by resolving payment exceptions, approving outgoing payment batches, managing specialized disbursements, administering bank portal controls, monitoring banking data and credit limits, reconciling transactions, auditing bank fees, and executing liquidity transfers. The role collaborates with Support, Product, Engineering, Legal, Compliance, and banking partners while improving processes, documentation, and controls.

Develop and execute multi-channel demand generation campaigns for Carta’s private equity and alternative assets products. Own ABM targeting, lifecycle programs, and Salesforce campaign tracking while partnering with Sales, Product, Customer Success, Business Development, and Marketing. Analyze campaign performance, optimize conversion and pipeline impact, identify high-propensity accounts, and scale successful growth initiatives. The role requires strategic campaign planning, hands-on execution, cross-functional collaboration, and data-driven decision-making.